Dmitry Silversteyn, Senior Research Analyst of Water Tower Research joins in discussion with Howard Klein and Matt Fernley to break down the latest lithium market trends, rare earths outlook, critical minerals investing, and the geopolitical forces shaping commodity stocks. They cover spodumene prices, rare earth supply chains, China dependency, US and Western reshoring, energy security, and why critical minerals equities are lagging underlying commodity prices.

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This episode is essential viewing for anyone following lithium stocks, rare earth stocks, battery metals, energy transition investing, and global macro trends affecting mining and resource markets.

Chapters

(00:00) Intro
(06:29) PHOS & TMC Update
(11:03) Market Volatility Drivers
(14:57) Rising Capital Costs
(16:56) Producers Vs Developers
(21:18) Lithium Buying Opportunity?
(22:49) Commodity Price Psychology
(24:33) Regional Investment Shifts
(26:45) Rare Earth Demand Debate
(37:12) US-China REE Geopolitics
(40:31) US-Europe Relations Debate
(44:13) Brexit And Economic Impact
(46:34) Energy Transition Paradox
(51:41) Closing Remarks

Spodumene Shortage, Rare Earth Reshoring, Capital Costs, Europe Energy Security