China Looks Short Lithium Again. Go Long? (Paul Lusty)

China Looks Short Lithium Again. Go Long? (Paul Lusty)

Author: rockstockchannel April 11, 2026 Duration: 59:44
Rock Stock Channel
Business
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 materials market. The discussion covers tightening lithium supply, Zimbabwe export risks, rising spot prices, China demand signals, and why battery materials beyond lithium may also be turning higher. A timely conversation on market sentiment, supply chain risk, and what investors may still be missing. Register for Fastmarkets Conference: https://globalevents.fastmarkets.com/lithium-supply-and-battery-raw-materials-conference Follow Fastmarkets:X - https://x.com/FastmarketsMMLinkedIn - https://www.linkedin.com/company/fastmarketsmm/ Chapters (00:00) Intro(04:50) Guest Introduction(08:50) Lithium Price Impact(11:31) Battery Utilization Trends(12:58) Energy Storage Growth(16:17) Zimbabwe Supply Risks(21:14) Global Supply Response(23:57) China Supply Concerns(26:53) Restarting Idle Capacity(29:53) Lithium Sulfate Potential(33:37) Graphite Market Outlook(35:52) Manganese Demand Drivers(39:24) Cobalt Supply Tightness(44:59) Nickel Cost Pressures(49:25) Broad Commodity Strength(51:30) Equity Market Disconnect(52:55) Converter Margin(55:18) China Global Strategy(58:41) Closing Thoughts Sponsors Lithium Royalty Corp (TSX: LIRC)  Diversified lithium royalty portfolio  Website: https://www.lithiumroyaltycorp.com/X: https://x.com/Lithium_Royalty USCF Investments  Commodity-focused ETFs, including CPER (copper), ZSB (battery metals), USG (gold), and SDCI (diversified commodities)  Website: https://www.uscfinvestments.com/X: https://x.com/USCFInvestments 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/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

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