# Lithium Balance Forecasts, Rare Earth Deals, Q2 Metals + Anson Resources Update

Page: https://stenobird.com/podcast/rock-stock-channel-633474/lithium-balance-forecasts-rare-earth-deals-q2-metals-anson-resources-update
Text version: https://stenobird.com/podcast/rock-stock-channel-633474/lithium-balance-forecasts-rare-earth-deals-q2-metals-anson-resources-update.md
Podcast: [Rock Stock Channel](https://stenobird.com/podcast/rock-stock-channel-633474)
Published: 2026-04-24T21:15:00+00:00
Episode link: https://rockstockchannel.podbean.com/e/lithium-balance-forecasts-rare-earth-deals-q2-metals-anson-resources-update/
Audio file: https://mcdn.podbean.com/mf/web/sys434fy9u32swyf/4-rsr-3.mp3
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JSON: https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/lithium-balance-forecasts-rare-earth-deals-q2-metals-anson-resources-update
Duration seconds: 3952

## Resource

In this weekly Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest lithium market outlook, tightening supply, EV demand, ESS growth, and the growing role of critical minerals in energy security, AI, defense, and industrial policy. Register for Webinar: https://live.zoho.com/mbto-khq-mfp The discussion covers Benchmark and Canaccord’s lithium forecasts, China’s push to lock in supply, the impact of underinvestment on future lithium availability, and why capital is returning to the lithium sector. The team also dives into rare earths, US Rare Earth’s Brazil acquisition, heavy rare earth supply, and why Brazil is becoming a key critical minerals jurisdiction. This episode also features company updates from Q2 Metals, with Alicia Milne and Neil McCallum discussing the company’s major Quebec Cisco lithium resource update, and Anson Resources, with Bruce Richardson sharing insights on the company’s lithium/uranium-vanadium development progress. Chapters (00:00:00) Weekly Market Recap(00:02:41) EV And Defense Demand(00:06:53) Key Company Updates(00:08:34) Conflicting Lithium Forecasts(00:13:15) Inventory And Demand Risks(00:16:52) China Locks Supply(00:21:12) Financing Improves(00:23:55) Q2 Resource Breakthrough(00:31:27) USA/Brazil Rare Earths(00:38:39) Rare Earth Valuations(00:39:54) Winsome/Li-FT Merger Update(00:43:23) Anson Resources Update(00:44:09) Green River Porosity(00:45:23) Resource Growth Drivers(00:47:38) Aquifer Consistency(00:48:46) Yellow Cat Drilling(00:50:44) Assay Timing(00:51:29) Upcoming Milestones(00:52:07) Utah Lithium Outlook(00:52:57) Q2 Metals Update(00:53:51) Exploration Target(00:55:52) Regional Exploration Upside(00:58:02) Deposit Thickness(00:59:32) Strip Ratio(01:00:38) PEA Timeline(01:01:35) Metallurgical Testing…

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## Transcript

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