Episode
Lithium Prices Stabilize: Dip-Buying Ahead?
- Podcast
- Rock Stock Channel
- Published
- Jul 17, 2026
- Duration seconds
- 2311
- Processing state
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Summary
In this Rock Stock Recap, Howard Klein and Matt Fernley discuss lithium prices, critical minerals, rare earths, battery materials, EV demand, BESS trends, and where dip-buying opportunities may be emerging across the sector. Plus, John Passalacqua of First Phosphate (CSE:PHOS) shares an update on the company’s upsized financing, G7 support, LFP battery supply chain strategy, and path toward feasibility, permitting, and FID. Explore our Patreon Membership:https://www.patreon.com/cw/rockstockchannel/membership___ Chapters (00:00) Battery Materials Update(04:10) Lithium Market Outlook(07:10) Investor Attention Shifts(11:52) Lithium Supply Risks(14:20) CATL Restart Impact(16:24) Project Incentive Prices(17:41) Government Funding Support(18:16) Rare Earth Price Strength(19:31) Summer Market Sell-Off(22:18) Critical Minerals Performance(23:49) Dip-Buying Opportunities(24:31) Cash-Rich Developers(26:29) Lithium Africa Appointments (29:09) PHOS: Upsized Financing(30:31) Growing Demand For LFP(31:48) G7 Supply Chain Support(33:19) Funding And Cash Runway(34:07) Mine Development Timeline(35:06) Market Sell-Off Opportunity Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: https://x.com/benjihammond_________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. Th…