Recharge Feb26 (China, EV Sales, Sodium-Ion, Europe, Lithium)

Recharge Feb26 (China, EV Sales, Sodium-Ion, Europe, Lithium)

Author: rockstockchannel February 12, 2026 Duration: 46:57
In February 2026’s Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O’Laoire (Electrios Energy) discuss key developments across battery materials and EV markets, including:   • China EV pricing dynamics around Chinese New Year, destocking, and continued price competition• Shifts in EV and PHEV mix, subsidy effects, and market-share gains by smaller Chinese automakers• Sodium-ion positioning versus lithium-ion, with focus on energy density, cold-weather use cases, and supply-chain constraints• Europe and US demand divergence, including affordable model availability in Europe and weak US momentum post tax-credit removal• Lithium price volatility driven by speculative positioning, GFX dynamics, inventory context, and implications for project feasibility and ESS costs   Chapters (00:00) Intro(02:00) China: EV Price War(06:17) Sodium-Ion Reality Check(09:52) China EV Mix Shifts(19:16) Europe: EV Growth(24:56) US: EV Slowdown(27:08) Lithium Price Swing(35:13) ESS Demand Outlook(38:01) ESS Logistics And Tariffs(46:04) Wrap-Up   Links - Read Matt's research blog: https://blog.rkequity.com/   Podcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINqX (Twitter):  Matt: https://x.com/matt_fernley   Have a question? Drop us an email: rockstockchannel@rkequity.com _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Matt and Cormac 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

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
What Lithium Bears Miss About Project Restarts (@zempheth) [not-audio_url] [/not-audio_url]

Duration: 1:06:06
In this Rock Stock Recap, Chris Williams of Adamas Intelligence joins us (Howard, Matt and Rodney) to discuss lithium markets, DLE technology, incentive pricing, project valuations, and the outlook for lithium supply and…
Neil McCallum on Cisco’s Next Big Step [not-audio_url] [/not-audio_url]

Duration: 23:05
Neil McCallum, VP Exploration at Q2 Metals (TSXV: QTWO), joins Rock Stock Channel (Howard and Matt) to discuss the latest plans for the Cisco Lithium Project in Quebec’s James Bay region. Topics include Q2’s recent C$70…
Benchmark on How China, Africa & Washington Shape Lithium [not-audio_url] [/not-audio_url]

Duration: 53:22
Benchmark Mineral Intelligence’s Bryan Bille and Cameron Perks join Rock Stock Channel (Howard and Matt) to discuss the outlook for lithium, critical minerals, battery supply chains, and Benchmark’s Giga USA conference i…
Galan Lithium Nears First Production (JP Vargas + Ross Dinsdale) [not-audio_url] [/not-audio_url]

Duration: 1:03:55
Galan Lithium CEO JP Vargas and CFO Ross Dinsdale join Rock Stock Channel for a deep dive into the latest Hombre Muerto West milestone, including completed commissioning, lithium chloride concentrate production, nanofilt…
China Didn’t Just Build Supply. It Built Demand (Henry Sanderson) [not-audio_url] [/not-audio_url]

Duration: 42:02
Henry Sanderson, author of Volt Rush and writer of Volt Insight, speaks about the future of US-China industrial rivalry, critical minerals, EVs, batteries, AI power demand, and China’s manufacturing advantage. The discus…
Carney’s Canada Rocks! w/ Keith Phillips [not-audio_url] [/not-audio_url]

Duration: 1:10:23
In this Rock Stock Recap, Howard Klein, Matt Fernley, Rodney Hooper, and Keith Phillips discuss the latest shifts in lithium, critical minerals, Quebec spodumene, DLE, government funding, China processing, and the growin…