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Quarterly Webinar: Critical Minerals Supercycle - Volatility, Dislocations, Opportunity
RK Equity’s April 2026 Quarterly Webinar Update covers lithium, battery materials, rare earths, nickel, copper, aluminium, EV demand, BESS growth, macro risks, and critical minerals equities. Matt Fernley breaks down the latest trends across the battery value chain, supply shortages, valuation gaps, and key opportunities in the energy transition and AI-driven commodities supercycle.
Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00) Intro
(03:13) Agenda
(04:57) Renewables Growth Outlook
(07:11) BESS Growth & Storage Economics
(09:02) EV Demand: China vs Global
(11:24) Lithium Prices Rebound
(12:08) Spodumene Supply Tightness
(13:49) Lithium Chemicals Lag Raw Materials
(16:09) EV Battery Pack Size Trends
(19:27) Lithium Value Chain Inventories
(23:06) Aluminium Supply Squeeze
(26:49) Bauxite Supply Gap
(28:31) Copper: Bullish Long Term, Risky Near Term
(30:45) Nickel Supply Constraints
(32:25) High Purity Manganese Outlook
(34:36) Graphite & Anodes Setup
(36:14) Rare Earths Price Reset
(38:34) Silver’s 2026 Surge
(40:18) Antimony Supply Shortage
(42:33) Macro Overview
(45:35) Equities Overview
(50:06) Key Takeaways & Market Positioning
(52:38) Closing Remarks
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
Patreon:
https://www.patreon.com/cw/rockstockchannel
Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq
Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
_________________________________________________
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
View all episodes
By rockstockchannel
4.3
1212 ratings
RK Equity’s April 2026 Quarterly Webinar Update covers lithium, battery materials, rare earths, nickel, copper, aluminium, EV demand, BESS growth, macro risks, and critical minerals equities. Matt Fernley breaks down the latest trends across the battery value chain, supply shortages, valuation gaps, and key opportunities in the energy transition and AI-driven commodities supercycle.
Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00) Intro
(03:13) Agenda
(04:57) Renewables Growth Outlook
(07:11) BESS Growth & Storage Economics
(09:02) EV Demand: China vs Global
(11:24) Lithium Prices Rebound
(12:08) Spodumene Supply Tightness
(13:49) Lithium Chemicals Lag Raw Materials
(16:09) EV Battery Pack Size Trends
(19:27) Lithium Value Chain Inventories
(23:06) Aluminium Supply Squeeze
(26:49) Bauxite Supply Gap
(28:31) Copper: Bullish Long Term, Risky Near Term
(30:45) Nickel Supply Constraints
(32:25) High Purity Manganese Outlook
(34:36) Graphite & Anodes Setup
(36:14) Rare Earths Price Reset
(38:34) Silver’s 2026 Surge
(40:18) Antimony Supply Shortage
(42:33) Macro Overview
(45:35) Equities Overview
(50:06) Key Takeaways & Market Positioning
(52:38) Closing Remarks
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
Patreon:
https://www.patreon.com/cw/rockstockchannel
Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq
Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
_________________________________________________
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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