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.

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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: rockstockchannel@rkequity.com

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

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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

Quarterly Webinar: Critical Minerals Supercycle - Volatility, Dislocations, Opportunity

Rock Stock Channel

Quarterly Webinar: Critical Minerals Supercycle - Volatility, Dislocations, Opportunity