May 02, 2026

Going Long Lithium Where Memories Are Short | First Phosphate + CATL

1 hour 14 minutes

This week’s Rock Stock Recap breaks down the latest moves in lithium, rare earths, antimony, scandium, and other critical minerals, with a close look at lithium price forecasts, brine valuations, rare earths momentum, and emerging opportunities across the sector. Howard Klein, Matt Fernley, and Rodney Hooper discuss key market trends, mining stocks to watch, and why developers and smaller stories may still offer upside.

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The episode also includes a brief update with John Passalacqua of First Phosphate, one of the few pure-play phosphate stories tied to the growing LFP battery theme, plus Matt Fernley’s conversation with Amy Rotman of Mining.com.au, where they discuss CATL, sodium-ion batteries, and the latest battery market developments.

Chapters

(00:00:00) Intro

(00:03:25) Lithium Scoreboard Highlights

(00:04:38) Producer Spod Pricing Differences

(00:07:18) Operational Leverage Winners

(00:11:02) Q2 Metals Financing Update

(00:12:23) Brine Valuation Gap

(00:20:54) Minor Metals Momentum

(00:23:01) Antimony Market Shift

(00:29:59) Overlooked Niche Metals

(00:33:47) Rare Earths Rally

(00:38:02) Lithium Bull Market Outlook

(00:45:46) First Phosphate Update

(00:49:26) Drill Results Overview

(00:51:52) Why Igneous Matters

(00:54:28) Purity And Impurities

(00:55:52) Strategic Quebec Advantage

(00:57:35) % Phosphate In LFP

(00:59:14) Closing Remarks

(00:59:59) CATL Battery Overview

(01:01:34) LFP Vs. High Nickel

(01:03:37) Sodium-Ion Limits

(01:05:20) Battery Swapping Potential

(01:07:36) Lithium Price Outlook

(01:10:13) U.S. Rare Earth Push

(01:12:35) Critical Minerals Outlook

Links

https://rkequity.com/

Questions:

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Patreon:

https://www.patreon.com/rockstockchannel

Podcast

Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172

Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Howard: https://x.com/LithiumIonBull

Matt: https://x.com/matt_fernley

Rodney: https://x.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

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