September 24, 2025

Has Lithium America's MP Moment Arrived?

17 minutes

Lithium Americas: Could This Be Their "MP Materials Moment"?

Howard and Matt break down the latest news on Lithium Americas (LAC), which is up over 100% on speculation that the U.S. government (DOE Loan) may take an equity stake in its Thacker Pass project. We explore what a potential public-private partnership could mean for lithium prices, investor sentiment, and valuations across the U.S. lithium sector — including names like Ioneer (ASX: INR) and Anson Resources (ASX: ASN).

We also dive into Matt’s latest RK Equity blogs, covering two key topics for investors:

🔹 Aluminum Market Outlook:

Matt explains why aluminum may have already turned the corner structurally, despite 20 years of underperformance. We discuss how China’s production cap could reshape supply dynamics, how solar, EVs, and grid buildouts are driving secular demand, and why aluminum inventories are critically low. Matt shares ideas on ways retail investors might gain exposure — from producers like Alcoa (AA) and Norsk Hydro (NHYDY) to upstream bauxite plays and ETFs like USCF’s Sustainable Battery Metals Fund (ZSB).

🔹 China Policy Shifts:

We unpack recent legislative and regulatory changes in China, including the Mineral Resources Law and new competition rules, and what they mean for critical minerals like lithium and rare earths. These moves could tighten global supply and support higher prices — a key theme for investors focused on EV supply chains and energy transition commodities.

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📖 Chapters

(00:00) Introduction

(00:50) Lithium Americas & DOE Loan

(02:29) Aluminum Market Outlook

(03:36) China's Aluminum Supply Shift

(05:26) Production Caps & Supply Crunch

(06:42) Aluminum Demand From EVs & Solar

(07:18) Aluminum vs. Copper Price Forecast

(08:10) Top Aluminum Stock Ideas

(09:58) USCF ZSB ETF for Aluminum Exposure

(11:23) China Policy & Critical Minerals

(14:38) Rare Earth Quotas & Price Impact

(16:30) Closing Remarks

🌍 Links

- Read Matt’s research blog: https://blog.rkequity.com/

- Sign up for the Lithium-Ion Bull newsletter: https://rkequity.com/

- Learn more about USCF: https://www.uscfinvestments.com/

Patreon: https://www.patreon.com/rockstockchannel

Podcast:

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

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

X (Twitter):

Howard: https://x.com/LithiumIonBull

Rodney: https://x.com/RodneyHooper13

Matt: https://x.com/matt_fernley

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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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