In this Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest moves across lithium, rare earths, copper, silver, gold, and critical minerals.

Topics include the Elevra capital raise, Atlantic Lithium deal activity, Lithium Argentina’s strong ramp-up, Quebec’s potential as a major lithium province, Greenbushes production concerns, EV demand, China inventories, heavy rare earths, copper supply risks, and macro themes driving commodity markets.

Stay tuned for insights from Bruce Richardson of Anson Resources on their definitive agreement with POSCO and what it could mean for Utah brines and the U.S. lithium supply chain.

Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership

Chapters

(00:00) Intro (04:14) Lithium Market Momentum (04:49) Elevra Capital Raise (07:18) Greenbushes Production Concerns (11:07) EV Demand Outlook (13:12) DSO And Inventory (15:42) Energy Market Risks (19:04) Producer Expansion Signals (20:50) Atlantic Lithium Deal (23:50) Quebec Lithium Opportunity (27:39) Lithium Argentina Results (29:08) ASX Listing Rationale (32:21) Copper Market Debate (35:39) Heavy Rare Earths (40:10) Silver And Gold (42:24) Inflation And Fertilizer (44:56) Easy Money Narrative

(46:24) Anson Resources Update (46:40) Resource Upgrade (49:21) POSCO Partnership (52:43) Project Advantages (54:37) Upcoming Catalysts (55:57) Closing Remarks

Links

Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/

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

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