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

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

Author: rockstockchannel April 18, 2026 Duration: 1:03:21
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/membershipBattery 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/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/RodneyHooper13 _________________________________________________ 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: 100

Rock Stock Channel
Podcast Episodes
Alberta's Li-ion King: E3 Lithium. Clear(water) As Day [not-audio_url] [/not-audio_url]

Duration: 52:42
Chris Doornbos, CEO of E3 Lithium, discusses the Clearwater Project in Alberta, direct lithium extraction (DLE), government funding, project financing, offtake discussions, and the path to commercial lithium production i…
Chile's First New Lithium Project PFS (CleanTech Lithium) [not-audio_url] [/not-audio_url]

Duration: 30:55
Ignacio Mehech, CEO of CleanTech Lithium (AIM: CTL), joins Howard Klein and Rodney Hooper to discuss the company’s Laguna Verde project, recent pre-feasibility study (PFS), and Chile’s evolving lithium landscape. We cove…
China Looks Short Lithium Again. Go Long? (Paul Lusty) [not-audio_url] [/not-audio_url]

Duration: 59:44
Paul Lusty, Head of Battery Raw Materials Research at Fastmarkets, breaks down what he heard at the Shanghai Battery Raw Materials Conference and what it means for lithium, battery storage, and the broader battery materi…
Sigma Lithium’s Low-Cost Advantage Is Hard to Ignore (Ana Cabral) [not-audio_url] [/not-audio_url]

Duration: 23:14
Ana Cabral, CEO of Sigma Lithium (Nasdaq: SGML), breaks down Sigma Lithium’s latest results, cash flow strength, owner-operated mining strategy, production growth, cost advantages, and lithium market outlook. This interv…
First Phosphate: $17M Grant, Drill Results, Feasibility Next [not-audio_url] [/not-audio_url]

Duration: 21:41
John Passalacqua, CEO of First Phosphate, discusses the latest drilling results, project progress, and the growing importance of phosphate in the lithium iron phosphate (LFP) battery supply chain. With LFP batteries rapi…
Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update [not-audio_url] [/not-audio_url]

Duration: 56:14
Iran War shocks commodities—lithium deals surge while supply risks grow.Is stagflation coming? Oil, sulfur, and EV supply chains explained. In this Rock Stock Recap, Howard Klein, Matt Fernley and Rodney Hooper break dow…
America’s Lithium. Lithium Americas' Jon Evans [not-audio_url] [/not-audio_url]

Duration: 1:07:58
Jonathan Evans, CEO of Lithium Americas, discusses the development of Thacker Pass — one of the most significant lithium projects under construction in North America. Howard Klein and Jonathan walk through the economics,…