Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update

Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update

Author: rockstockchannel March 28, 2026 Duration: 56:14
Rock Stock Channel
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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 down how Middle East tensions are impacting global commodities, from sulfur bottlenecks to delayed oil supply recovery. We also dive into major lithium deals, China vs West supply dynamics, and what it all means for EVs, inflation, and future markets. At the end of our discussion, we've attached an update chat with Q2 Metals following their most recent press release including new spodumene hits and an extended MRE delivery date. Chapters (00:00) Intro(06:12) Sulfur Supply Importance(08:19) Supply Restart Delays(10:24) Inflation And Fertilizers(12:04) Stagflation And Gold(14:17) Market Outlook Debate(17:55) Oil Products Inflation(19:46) Energy Transition Challenges(24:10) Lithium Offtake Strategies(25:27) China Supply Dominance(28:54) Lithium Cost Curve Evolution(31:53) Conversion Capacity Issues(33:44) Global EV Supply Chain(35:42) Market Maturity And Financing(39:27) Cost Of Capital(42:51) Exploration And New Projects(46:03) Future Lithium Supply Gap(47:34) Q2 Metals Update 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 (e.g., CPER copper, ZSB battery metals, USG gold, SDCI diversified commodities).(Website: https://www.uscfinvestments.com/ | X: https://x.com/USCFInvestments) Links - Strategic Lithium Reserve (SLR) White Paper: https://blog.rkequity.com/2025/12/08/strategic-lithium-reserve/- Read Matt's research blog: https://blog.rkequity.com/- Sign up for the Lithium-Ion Bull newsletter/Matt's Blogs: https://rkequity.com/ Have a question? Drop us an email: rockstockchannel@rkequity.comPatreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINqX (Twitter):  Howard: https://x.com/LithiumIonBull  Matt: https://x.com/matt_fernley  Rodney: https://x.com/RodneyHooper13 _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Howard, Matt and Rodney are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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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