# Fastmarkets 2026: AI, Defense And The Lithium Recovery

Page: https://stenobird.com/podcast/rock-stock-channel-633474/fastmarkets-2026-ai-defense-and-the-lithium-recovery
Text version: https://stenobird.com/podcast/rock-stock-channel-633474/fastmarkets-2026-ai-defense-and-the-lithium-recovery.md
Podcast: [Rock Stock Channel](https://stenobird.com/podcast/rock-stock-channel-633474)
Published: 2026-06-08T21:00:00+00:00
Episode link: https://rockstockchannel.podbean.com/e/fastmarkets-2026-ai-defense-and-the-lithium-recovery/
Audio file: https://mcdn.podbean.com/mf/web/tnbvibcuz3a4zmnk/6-fastmarkets.mp3
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JSON: https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/fastmarkets-2026-ai-defense-and-the-lithium-recovery
Duration seconds: 2779

## Resource

Fastmarkets CEO Raju Daswani and Fastmarkets Fast Forward host Andrea Hotter join Howard Klein and Matt Fernley ahead of the Fastmarkets' 2026 Global Lithium, Battery and Critical Minerals Conference in Las Vegas. Topics discussed include the lithium market reset, rising ESS demand, BYD’s global growth, Rio Tinto’s lithium strategy, critical minerals financing, Pentagon supply chain priorities, and why strategic materials are no longer a niche topic. Register for Fastmarkets Conference (Use code 'SPEAKER25' for 25% off):https://globalevents.fastmarkets.com/lithium-supply-and-battery-raw-materials-conference Listen to Fastmarkets' Fast Forward Podcast:https://www.fastmarkets.com/insights/fast-forward-podcast/ Follow Fastmarkets:LinkedIn (Raju Daswani): https://www.linkedin.com/in/rajudaswani/LinkedIN (Andrea Hotter): https://www.linkedin.com/in/andrea-hotter-ah1/X/Twitter: https://x.com/FastmarketsMM___ Chapters (00:00) Conference Preview(03:10) Market Mood(05:52) Strategic Materials Shift(08:28) Speaker Highlights(10:47) Networking And Investors(13:43) Fast Forward Podcast(17:21) BYD’s Global Growth(20:41) Mining Finance Gap(27:34) Pentagon Supply Chains(35:23) Europe’s Minerals Response(37:08) Rio’s Lithium Strategy(42:58) ESS Growth(45:42) Final Details 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 NO…

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