About this episode

The episode discusses the recent sell-off in lithium equities and insights from the Fastmarkets conference.

In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Ben Hammond discuss the latest pullback in lithium equities, critical minerals market sentiment, and key takeaways from the Fastmarkets Lithium Supply & Battery Raw Materials conference in Las Vegas. Topics include lithium price trends, the RK Equity Lithium Scoreboard, CATL’s battery outlook, Rio Tinto’s lithium strategy, DLE progress in Argentina, brine valuations, energy storage demand, and what “investable tons” mean for the future of lithium supply. Featuring insights on lithium, battery materials, critical minerals, EVs, ESS, Rio Tinto, CATL, Galan Lithium, Lithium Argentina, and the broader energy transition. PLS Presentation:https://www.linkedin.com/posts/plslinkedin_lithium-energytransition-investabletonne-activity-7475393248933388288-PmVj Join our Patreon Membership:https://www.patreon.com/cw/rockstockchannel/membership ___ Chapters (00:00) Intro(03:28) Metals Selloff(05:40) Summer Risk-Off(12:53) Lithium Performance Summary(17:26) CATL Mine Rumors(21:11) Bubble Concerns(24:22) Recession Risks & Oil(28:16) Rio Lithium Strategy(33:07) DLE Progress(34:21) Hard Rock + Brine M&A Outlook(39:57)…

More episodes of Rock Stock Channel

• Anson Resources Secures Final Major Permit (Bruce Richardson) · July 20, 2026 · 23 min
• Lithium Prices Stabilize: Dip-Buying Ahead? · July 17, 2026 · 39 min
• Made in America 2035: Lithium, Cathodes and Battery Dominance · July 11, 2026 · 59 min
• First Phosphate Keynote Presentation at Fastmarkets 2026 · July 6, 2026 · 20 min
• Fastmarkets (P)CAM Panel 2026: Accelerating North America's Midstream · July 2, 2026 · 40 min
• Ganfeng-Backed Lithium Africa: First Inning Of A Discovery Story · July 1, 2026 · 43 min

Explore listener stats, chart rankings, contacts and more on the Rock Stock Channel podcast page.