Lithium Prices, Graphite Tariffs & China’s Strategy | Matt Fernley & Cormac O'Laoire

Lithium Prices, Graphite Tariffs & China’s Strategy | Matt Fernley & Cormac O'Laoire

Author: rockstockchannel August 26, 2025 Duration: 49:52
In August 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the recent key talking points in the battery industry, including: - The China lithium shutdowns, their impact on the industry and outlook- Development on US tariffs and anti-dumping duties in the battery supply chain, with a particular focus on graphite and anode materials- The MP Materials/DoD deal and potential impacts on the battery chain- What do price floors mean for materials markets and projects?- EV sales update and discussion- Discussion on commercial vehicle sales CHAPTERS 📖(00:00) Introduction(02:01) Lithium Prices and Chinese Regulations(06:55) Impact on Supply and China's Strategy Shift(12:33) US Tariffs on Graphite and Anode Materials(18:00) Graphite Industry Outlook & Silicon Anodes(23:53) US Defense, Rare Earths, and Price Floors(36:50) Global EV Market Trends & BYD Expansion(42:58) Commercial EV Growth and Battery Swapping _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/Patreon: 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  Rodney: https://x.com/RodneyHooper13  Matt: https://x.com/matt_fernley _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard 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

Rock Stock Channel
Podcast Episodes
Has Lithium America's MP Moment Arrived? [not-audio_url] [/not-audio_url]

Duration: 17:05
Lithium Americas: Could This Be Their "MP Materials Moment"? Howard and Matt break down the latest news on Lithium Americas (LAC), which is up over 100% on speculation that the U.S. government (DOE Loan) may take an equi…
Direct Commodity Exposure vs. Mining Stocks | USCF’s John Love [not-audio_url] [/not-audio_url]

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In this episode, we sit down with John Love, CEO of USCF Investments, the newest sponsor of Rock Stock Channel, to explore how investors can use commodity ETFs to diversify their portfolios and gain direct exposure to ke…
SoLId Growth? REEinvesTIng in miNIng w/ The Metals Company & LIRC [not-audio_url] [/not-audio_url]

Duration: 1:01:56
In this episode, we broadcast from Rockefeller Center and dig into three areas retail investors are asking about: rare earths valuation, titanium & advanced manufacturing (IperionX: IPX), and lithium market volatility—wi…
Lithium & Rare Earths LIVE DISCUSSION | X Spaces [not-audio_url] [/not-audio_url]

Duration: 2:19:29
We are redistributing over latest discussion on X Spaces as a Rock Stock Channel episode, sharing where we think we are in the lithium & rare earths cycle, what’s changed, and how we’re positioning as RK Equity for a pot…
Rock Stock Recap: What Really Matters Next for Lithium Prices [not-audio_url] [/not-audio_url]

Duration: 48:40
Lithium Market Reset? August Scoreboard, Price Drivers & Developers To Watch (with Howard, Rodney & Matt) After a bullish summer for mining equities, we break down the August 31 lithium scoreboard, the bounce in chemical…
Lithium Refining Meets Silver Recycling | Lithium Universe Iggy Tan [not-audio_url] [/not-audio_url]

Duration: 24:48
Howard and Rodney return with another Rock Stock Channel update, speaking with Lithium Universe (ASX: LU7) Chairman Iggy Tan. In this interview, we cover the company’s evolving strategy as it balances long-term lithium a…