Can a Copper Bull Still Be a Lithium Bear?

Can a Copper Bull Still Be a Lithium Bear?

Author: rockstockchannel September 5, 2026 Duration: 59:33
Lithium equities continue to lag rising lithium prices, while copper trades near all-time highs and investors reassess where the real opportunities lie across critical minerals. In this week’s Rock Stock Recap, Howard Klein and Matt Fernley discuss undervalued Argentine lithium brines, Liontown’s move into Argentina, Standard Lithium’s LG Energy Solution offtake, Albemarle’s leadership shift, El Niño risks, high-grade copper projects, Codelco, copper supply forecasts, and why the market may still be underestimating lithium. Explore our Patreon Membership:https://www.patreon.com/cw/rockstockchannel/membership Our Socials:X (Howard) - https://x.com/LithiumIonBullX (Matt) - https://x.com/matt_fernley ___ Chapters (00:00) Lithium Equities Lag Commodity Prices(05:02) Argentine Brines Look Mispriced(06:32) Liontown Validates Argentine Brine Value(13:47) High-Grade Copper Juniors Stand Out(20:56) Copper Supply Risks May Be Overhyped(24:01) Codelco Raises Chile Lithium Risk(29:13) El Niño Could Tighten Brine Supply(34:34) Albemarle Shifts Toward Mining Discipline(40:00) Standard Lithium Offtake Unlocks Financing(44:43) Lithium Fundamentals Keep Tightening(46:06) Copper And Lithium Pricing Compared(51:06) Copper Supply Keeps Beating Forecasts(57:01) SLI on Bloomberg 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13Ben: https://x.com/benjihammond_________________________________________________ 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

Tune into Rock Stock Channel for a clear-eyed look at the investment landscape being reshaped by our electrified future. Hosts Howard, Rodney, and Matt steer conversations away from surface-level hype, focusing instead on the foundational materials that make this transition possible. Each episode connects you directly with the people on the ground-major project developers and seasoned analysts-who break down the realities and complexities of sourcing critical minerals. Their in-depth discussions delve into the markets for lithium, battery metals, and rare earths, while also exploring a wider range of specialty commodities essential to modern technology. This isn't about fleeting stock tips; it's about understanding the entire supply chain, from geological challenges to geopolitical factors, that defines the critical minerals thematic. For anyone interested in the tangible business of building a sustainable economy, this podcast offers essential context and expert insight you won't find in mainstream financial commentary. Listen to Rock Stock Channel to ground your perspective in the expertise of those defining the new resource economy.
Author: Language: English Episodes: 50

Rock Stock Channel
Podcast Episodes
Ganfeng-Backed Lithium Africa: First Inning Of A Discovery Story [not-audio_url] [/not-audio_url]

Duration: 43:28
Tom Benson, CEO of Lithium Africa (TSXV: LAF), joins Rock Stock Channel (Howard and Matt) for a deep dive into the company’s African lithium exploration strategy, Ganfeng Lithium partnership, and key drill-ready projects…
Fastmarkets Lithium DLE Panel 2026: From Promise To Production [not-audio_url] [/not-audio_url]

Duration: 43:13
Direct Lithium Extraction (DLE) is moving from promise to production. In this Fastmarkets panel, Howard Klein moderates a discussion with Fabien Burdet, Francis Wedin, Teague Egan, Samuel Moore, Joseph Mills, and Jeremy…
Galan Lithium: Low-Cost Brines in a Changing Argentina [not-audio_url] [/not-audio_url]

Duration: 18:03
Galan Lithium (ASX: GLN) joins Rock Stock Channel (Howard and Matt) at the Fastmarkets Lithium Conference to discuss Argentina brines, the Hombre Muerto West lithium project, first lithium chloride sales, Phase 2 financi…
Fastmarkets Lithium Conference 2026 Takeaways w/ Chris Robb [not-audio_url] [/not-audio_url]

Duration: 49:14
Live from the Fastmarkets lithium conference 2026, Howard Klein and Matt Fernley, along with Chris Robb, discuss their key takeaways for the lithium market, DLE technology, LFP batteries, phosphate supply chains, and upc…
G7 Found The P In LFP (First Phosphate) [not-audio_url] [/not-audio_url]

Duration: 18:26
First Phosphate (CSE: PHOS) CEO John Passalacqua joins Rock Stock Channel (Howard and Matt) to discuss major G7 critical minerals news, including export credit agency support, a potential C$275 million project guarantee,…
The Lowest-Cost US Lithium Story? (Anson Resources) [not-audio_url] [/not-audio_url]

Duration: 39:25
Bruce Richardson, CEO of Anson Resources (ASX: ASN), joins Rock Stock Channel (Howard & Matt) to discuss the latest Green River lithium engineering study, the definitive POSCO demonstration plant agreement, low-cost US l…
Fastmarkets 2026: AI, Defense And The Lithium Recovery [not-audio_url] [/not-audio_url]

Duration: 46:19
Fastmarkets CEO Raju Daswani and Fastmarkets Fast Forward host Andrea Hotter join Howard Klein and Matt Fernley ahead of the Fastmarkets' 2026 Global Lithium, Battery and Critical Minerals Conference in Las Vegas. Topics…