# Critical Minerals Chokepoints: Lithium, Rare Earths & Supply Chain Risks | The KE Report

Page: https://stenobird.com/podcast/rock-stock-channel-633474/critical-minerals-chokepoints-lithium-rare-earths-supply-chain-risks-the-ke-report
Text version: https://stenobird.com/podcast/rock-stock-channel-633474/critical-minerals-chokepoints-lithium-rare-earths-supply-chain-risks-the-ke-report.md
Podcast: [Rock Stock Channel](https://stenobird.com/podcast/rock-stock-channel-633474)
Published: 2026-06-04T21:00:00+00:00
Episode link: https://rockstockchannel.podbean.com/e/critical-minerals-chokepoints-lithium-rare-earths-supply-chain-risks-the-ke-report/
Audio file: https://mcdn.podbean.com/mf/web/anqmpqmjitg8xgbm/5-ker.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/critical-minerals-chokepoints-lithium-rare-earths-supply-chain-risks-the-ke-report
Duration seconds: 1958

## Resource

Hosted by the Cory Fleck of the Korelin Economics Report, Howard Klein and Matt Fernley discuss the recent structural changes in the critical minerals sector, highlighting how the ongoing conflict in the Middle East has restricted the global sulfur supply and directly disrupted downstream nickel and cobalt processing. They also analyze the emerging trends in heavy rare earth element demand, evaluated new visual clay processing techniques, and debated the long-term feasibility of domestic lithium production and government-backed price floors.Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernley___ Chapters (00:00) US-China Minerals Talks(04:20) Sulfur Supply Shock(06:20) Rare Earth Demand(08:00) Processing Challenges(11:40) New Rare Earth Tech(15:40) US Lithium Potential(18:20) Direct Lithium Extraction(22:40) Canada’s Minerals Push(24:40) Critical Minerals Price Floors(28:00) Government Support Tools(31:20) Investor Takeaways 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 _________________________________________________ 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

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/critical-minerals-chokepoints-lithium-rare-earths-supply-chain-risks-the-ke-report/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/rock-stock-channel-633474/critical-minerals-chokepoints-lithium-rare-earths-supply-chain-risks-the-ke-report.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.