Lithium Producers Pivot To Growth, Gauging the Cycle, Trump Meets Xi, Anson Resources Update

Lithium Producers Pivot To Growth, Gauging the Cycle, Trump Meets Xi, Anson Resources Update

Author: rockstockchannel May 16, 2026 Duration: 57:19
Rock Stock Channel
Business
In this Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest moves across lithium, rare earths, copper, silver, gold, and critical minerals. Topics include the Elevra capital raise, Atlantic Lithium deal activity, Lithium Argentina’s strong ramp-up, Quebec’s potential as a major lithium province, Greenbushes production concerns, EV demand, China inventories, heavy rare earths, copper supply risks, and macro themes driving commodity markets. Stay tuned for insights from Bruce Richardson of Anson Resources on their definitive agreement with POSCO and what it could mean for Utah brines and the U.S. lithium supply chain. Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00) Intro(04:14) Lithium Market Momentum(04:49) Elevra Capital Raise(07:18) Greenbushes Production Concerns(11:07) EV Demand Outlook(13:12) DSO And Inventory(15:42) Energy Market Risks(19:04) Producer Expansion Signals(20:50) Atlantic Lithium Deal(23:50) Quebec Lithium Opportunity(27:39) Lithium Argentina Results(29:08) ASX Listing Rationale(32:21) Copper Market Debate(35:39) Heavy Rare Earths(40:10) Silver And Gold(42:24) Inflation And Fertilizer(44:56) Easy Money Narrative (46:24) Anson Resources Update(46:40) Resource Upgrade(49:21) POSCO Partnership(52:43) Project Advantages(54:37) Upcoming Catalysts(55:57) Closing Remarks 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

Official website RSS
linkedinspotifypatreon
Rock Stock Channel
Podcast Episodes
A Re-rating Underway? | NOA Lithium's Gabriel Rubacha [not-audio_url] [/not-audio_url]

Duration: 36:41
Gabriel Rubacha (CEO of NOA Lithium Brines) breaks down the Rio Grande lithium project in Argentina. Covering hybrid DLE vs conventional evaporation, lithium chloride vs carbonate, project optionality, RIGI incentives, v…
Mac’ Whale’s Top TSX Lithium Picks [not-audio_url] [/not-audio_url]

Duration: 1:12:54
In this Rock Stock Recap with Mac Whale, Howard Klein and Matt Fernley they discuss Lithium stocks, Atlantic Lithium, Quebec developers, Sigma Lithium, Lithium Africa, Lithium Ionic, and Thacker Pass. The discussion cove…
Going Long Lithium Where Memories Are Short | First Phosphate + CATL [not-audio_url] [/not-audio_url]

Duration: 1:14:50
This week’s Rock Stock Recap breaks down the latest moves in lithium, rare earths, antimony, scandium, and other critical minerals, with a close look at lithium price forecasts, brine valuations, rare earths momentum, an…
Lithium Ionic: Brazil’s Iconic Lithium Play Secures Offtake [not-audio_url] [/not-audio_url]

Duration: 36:15
Lithium Ionic CEO Blake Hylands and Mike Westendorf discuss the company’s latest binding offtake agreements with Yahua and Grand Chen, the rebound in spodumene prices, and the tightening lithium market. The conversation…
Alberta's Li-ion King: E3 Lithium. Clear(water) As Day [not-audio_url] [/not-audio_url]

Duration: 52:42
Chris Doornbos, CEO of E3 Lithium, discusses the Clearwater Project in Alberta, direct lithium extraction (DLE), government funding, project financing, offtake discussions, and the path to commercial lithium production i…
CATL’s Mining Push, Lithium Repricing, AI Power Crunch [not-audio_url] [/not-audio_url]

Duration: 1:03:21
In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Rodney Hooper break down the biggest opportunities in lithium, gold, rare earths, and battery metals. They discuss why lithium equities may still be mispr…
Chile's First New Lithium Project PFS (CleanTech Lithium) [not-audio_url] [/not-audio_url]

Duration: 30:55
Ignacio Mehech, CEO of CleanTech Lithium (AIM: CTL), joins Howard Klein and Rodney Hooper to discuss the company’s Laguna Verde project, recent pre-feasibility study (PFS), and Chile’s evolving lithium landscape. We cove…

12345...10»