Sign up to save your podcasts
Or
Share Recent Metals Sell-Off: Opportunity Or Caution?
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Recent Metals Sell-Off: Opportunity Or Caution?
In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Ben Hammond discuss the latest pullback in lithium equities, critical minerals market sentiment, and key takeaways from the Fastmarkets Lithium Supply & Battery Raw Materials conference in Las Vegas.
Topics include lithium price trends, the RK Equity Lithium Scoreboard, CATL’s battery outlook, Rio Tinto’s lithium strategy, DLE progress in Argentina, brine valuations, energy storage demand, and what “investable tons” mean for the future of lithium supply.
Featuring insights on lithium, battery materials, critical minerals, EVs, ESS, Rio Tinto, CATL, Galan Lithium, Lithium Argentina, and the broader energy transition.
PLS Presentation:
https://www.linkedin.com/posts/plslinkedin_lithium-energytransition-investabletonne-activity-7475393248933388288-PmVj
Join our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
___
Chapters
(00:00) Intro
(03:28) Metals Selloff
(05:40) Summer Risk-Off
(12:53) Lithium Performance Summary
(17:26) CATL Mine Rumors
(21:11) Bubble Concerns
(24:22) Recession Risks & Oil
(28:16) Rio Lithium Strategy
(33:07) DLE Progress
(34:21) Hard Rock + Brine M&A Outlook
(39:57) Debt And Dilution
(41:55) Lithium Argentina
(45:16) CATL Battery Outlook
(48:48) PLS: Investable Lithium Tons
(52:50) Upcoming Content
(53:55) Patreon Membership
(55:57) Closing Remarks
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
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
Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
Ben: https://x.com/benjihammond
_________________________________________________
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
In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Ben Hammond discuss the latest pullback in lithium equities, critical minerals market sentiment, and key takeaways from the Fastmarkets Lithium Supply & Battery Raw Materials conference in Las Vegas.
Topics include lithium price trends, the RK Equity Lithium Scoreboard, CATL’s battery outlook, Rio Tinto’s lithium strategy, DLE progress in Argentina, brine valuations, energy storage demand, and what “investable tons” mean for the future of lithium supply.
Featuring insights on lithium, battery materials, critical minerals, EVs, ESS, Rio Tinto, CATL, Galan Lithium, Lithium Argentina, and the broader energy transition.
PLS Presentation:
https://www.linkedin.com/posts/plslinkedin_lithium-energytransition-investabletonne-activity-7475393248933388288-PmVj
Join our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
___
Chapters
(00:00) Intro
(03:28) Metals Selloff
(05:40) Summer Risk-Off
(12:53) Lithium Performance Summary
(17:26) CATL Mine Rumors
(21:11) Bubble Concerns
(24:22) Recession Risks & Oil
(28:16) Rio Lithium Strategy
(33:07) DLE Progress
(34:21) Hard Rock + Brine M&A Outlook
(39:57) Debt And Dilution
(41:55) Lithium Argentina
(45:16) CATL Battery Outlook
(48:48) PLS: Investable Lithium Tons
(52:50) Upcoming Content
(53:55) Patreon Membership
(55:57) Closing Remarks
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
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
Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
Ben: https://x.com/benjihammond
_________________________________________________
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
More shows like Rock Stock Channel
View all
Odd Lots
1,967 Listeners
CommSec Market Update
15 Listeners
Motley Fool Money
92 Listeners
Your Wealth
7 Listeners
The Rules of Investing
9 Listeners
Equity Mates Investing Podcast
63 Listeners
Australian Investors Podcast
19 Listeners
Redefining Energy
127 Listeners
Recharge by Battery Materials Review
2 Listeners
Money of Mine
26 Listeners
The Global Lithium Podcast
44 Listeners
Buy Hold Sell, by Livewire Markets
5 Listeners
The Money Café with Alan Kohler
39 Listeners
Chanticleer
22 Listeners
The Fin
24 Listeners