Lithium Balance Forecasts, Rare Earth Deals, Q2 Metals + Anson Resources Update

Lithium Balance Forecasts, Rare Earth Deals, Q2 Metals + Anson Resources Update

Author: rockstockchannel April 25, 2026 Duration: 1:05:52
Rock Stock Channel
Business
In this weekly Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest lithium market outlook, tightening supply, EV demand, ESS growth, and the growing role of critical minerals in energy security, AI, defense, and industrial policy. Register for Webinar: https://live.zoho.com/mbto-khq-mfp The discussion covers Benchmark and Canaccord’s lithium forecasts, China’s push to lock in supply, the impact of underinvestment on future lithium availability, and why capital is returning to the lithium sector. The team also dives into rare earths, US Rare Earth’s Brazil acquisition, heavy rare earth supply, and why Brazil is becoming a key critical minerals jurisdiction. This episode also features company updates from Q2 Metals, with Alicia Milne and Neil McCallum discussing the company’s major Quebec Cisco lithium resource update, and Anson Resources, with Bruce Richardson sharing insights on the company’s lithium/uranium-vanadium development progress. Chapters (00:00:00) Weekly Market Recap(00:02:41) EV And Defense Demand(00:06:53) Key Company Updates(00:08:34) Conflicting Lithium Forecasts(00:13:15) Inventory And Demand Risks(00:16:52) China Locks Supply(00:21:12) Financing Improves(00:23:55) Q2 Resource Breakthrough(00:31:27) USA/Brazil Rare Earths(00:38:39) Rare Earth Valuations(00:39:54) Winsome/Li-FT Merger Update(00:43:23) Anson Resources Update(00:44:09) Green River Porosity(00:45:23) Resource Growth Drivers(00:47:38) Aquifer Consistency(00:48:46) Yellow Cat Drilling(00:50:44) Assay Timing(00:51:29) Upcoming Milestones(00:52:07) Utah Lithium Outlook(00:52:57) Q2 Metals Update(00:53:51) Exploration Target(00:55:52) Regional Exploration Upside(00:58:02) Deposit Thickness(00:59:32) Strip Ratio(01:00:38) PEA Timeline(01:01:35) Metallurgical Testing(01:02:07) Permitting Pathway(01:03:04) Valuation Comparisons 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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Podcast Episodes
2026 Lithium & Rare Earths LIVE DISCUSSION | X Spaces [not-audio_url] [/not-audio_url]

Duration: 1:29:26
In this first RK Equity X Spaces of 2026, we (Howard Klein, Matt Fernley, and Rodney Hooper) pull together the key threads shaping the battery materials and critical minerals landscape as the year begins. The discussion…
“This Time Is Different” In Lithium? (+ $QTWO $NILI $NOAL) [not-audio_url] [/not-audio_url]

Duration: 42:25
In this week’s Rock Stock Recap, we (Howard, Matt, and Rodney) discuss the key cross-currents shaping battery materials and the broader commodities complex—what’s driving recent price action, what’s changing in investor…
Is High Purity Alumina the Next Lithium? (Advanced Energy Minerals) [not-audio_url] [/not-audio_url]

Duration: 39:03
In this episode of Rock Stock Channel, we (Howard and Matt) sit down with Advanced Energy Minerals (ASX: AEM) for a detailed follow-up discussion following the company’s recent IPO. We are joined by Executive Chairman Ri…
Is Lithium’s Mr. Right Still Hyper Bullish? (YJ Lee) [not-audio_url] [/not-audio_url]

Duration: 1:15:10
In this Rock Stock Recap, we (Howard and Matt) sit down with YJ Lee (Arcane Capital) in Singapore to assess what’s changed in the lithium market—and why this rally looks different from the false starts investors have see…
China Strategy vs U.S. Supply Chain Reality | Henry Sanderson [not-audio_url] [/not-audio_url]

Duration: 1:10:09
In this episode, we (Howard and Matt) step outside Washington to examine how China approaches batteries, critical minerals, and supply chain strategy from the inside. Our guest is Henry Sanderson—former China-based journ…

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