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
Fastmarkets' Lithium Outlook | Raju Daswani & Grace Asenov [not-audio_url] [/not-audio_url]

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