In this weekly Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest lithium market outlook, tightening supply, EV demand, ESS growth, and the growing role of critical minerals in energy security, AI, defense, and industrial policy.

The discussion covers Benchmark and Canaccord’s lithium forecasts, China’s push to lock in supply, the impact of underinvestment on future lithium availability, and why capital is returning to the lithium sector. The team also dives into rare earths, US Rare Earth’s Brazil acquisition, heavy rare earth supply, and why Brazil is becoming a key critical minerals jurisdiction.

This episode also features company updates from Q2 Metals, with Alicia Milne and Neil McCallum discussing the company’s major Quebec Cisco lithium resource update, and Anson Resources, with Bruce Richardson sharing insights on the company’s lithium/uranium-vanadium development progress.

Chapters

(00:00:00) Weekly Market Recap
(00:02:41) EV And Defense Demand
(00:06:53) Key Company Updates
(00:08:34) Conflicting Lithium Forecasts
(00:13:15) Inventory And Demand Risks
(00:16:52) China Locks Supply
(00:21:12) Financing Improves
(00:23:55) Q2 Resource Breakthrough
(00:31:27) USA/Brazil Rare Earths
(00:38:39) Rare Earth Valuations
(00:39:54) Winsome/Li-FT Merger Update
(00:43:23) Anson Resources Update
(00:44:09) Green River Porosity
(00:45:23) Resource Growth Drivers
(00:47:38) Aquifer Consistency
(00:48:46) Yellow Cat Drilling
(00:50:44) Assay Timing
(00:51:29) Upcoming Milestones
(00:52:07) Utah Lithium Outlook
(00:52:57) Q2 Metals Update
(00:53:51) Exploration Target
(00:55:52) Regional Exploration Upside
(00:58:02) Deposit Thickness
(00:59:32) Strip Ratio
(01:00:38) PEA Timeline
(01:01:35) Metallurgical Testing
(01:02:07) Permitting Pathway
(01:03:04) Valuation Comparisons

Links

Questions:
rockstockchannel@rkequity.com

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

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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