In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Rodney Hooper break down the biggest opportunities in lithium, gold, rare earths, and battery metals. They discuss why lithium equities may still be mispriced, how AI data center power demand could drive battery storage, why Brazil looks undervalued for mining, and whether gold could reach $6,000.

Topics include DLE, CATL’s mining push, small-cap mining risk, commodity investing, EV demand, oil inflation, and critical minerals strategy.

Explore our Patreon offerings: https://www.patreon.com/cw/rockstockchannel/membership Battery Materials Review (Apr 2026): https://www.patreon.com/posts/battery-review-155835907

Chapters

(00:00:00) Bullish Market Setup (00:09:35) Portfolio Discipline (00:14:45) Exploration Risk (00:21:15) Lithium Value Gaps (00:25:24) Brazil Investment Case (00:28:41) AI Power Constraints (00:36:35) CATL’s Mining Push (00:40:44) DLE And Supply (00:45:53) Hard Rock Criteria (00:49:25) Commodity Opportunities (00:53:59) Gold And Inflation (00:57:39) AI Capital Risks (01:01:27) Closing Thoughts

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

CATL’s Mining Push, Lithium Repricing, AI Power Crunch

Rock Stock Channel

CATL’s Mining Push, Lithium Repricing, AI Power Crunch