Going Long Lithium Where Memories Are Short | First Phosphate + CATL

About this episode

The episode discusses the latest trends in lithium and critical minerals, featuring insights from industry experts.

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, and emerging opportunities across the sector. Howard Klein, Matt Fernley, and Rodney Hooper discuss key market trends, mining stocks to watch, and why developers and smaller stories may still offer upside. Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership The episode also includes a brief update with John Passalacqua of First Phosphate, one of the few pure-play phosphate stories tied to the growing LFP battery theme, plus Matt Fernley’s conversation with Amy Rotman of Mining.com.au, where they discuss CATL, sodium-ion batteries, and the latest battery market developments. Chapters (00:00:00) Intro(00:03:25) Lithium Scoreboard Highlights(00:04:38) Producer Spod Pricing Differences(00:07:18) Operational Leverage Winners(00:11:02) Q2 Metals Financing Update(00:12:23) Brine Valuation Gap(00:20:54) Minor Metals Momentum(00:23:01) Antimony Market Shift(00:29:59) Overlooked Niche Metals(00:33:47) Rare Earths Rally(00:38:02) Lithium Bull…

People in this episode

Hosts: Howard Klein, Matt Fernley, Rodney Hooper

Guests: John Passalacqua, Amy Rotman

Topics covered

• lithium market
• critical minerals
• battery technology
• mining stocks
• market trends

Keywords

• lithium price forecasts
• rare earths
• antimony
• scandium
• battery market developments

Mentioned in this episode

Organizations: First Phosphate, Mining.com.au, CATL

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