# Lithium Prices Stabilize: Dip-Buying Ahead?

Page: https://stenobird.com/podcast/rock-stock-channel-633474/lithium-prices-stabilize-dip-buying-ahead
Text version: https://stenobird.com/podcast/rock-stock-channel-633474/lithium-prices-stabilize-dip-buying-ahead.md
Podcast: [Rock Stock Channel](https://stenobird.com/podcast/rock-stock-channel-633474)
Published: 2026-07-17T21:00:04+00:00
Episode link: https://rockstockchannel.podbean.com/e/lithium-prices-stabilize-dip-buying-ahead/
Audio file: https://mcdn.podbean.com/mf/web/egfgeivaagkb6pj2/7-rsr-3_v2_68rws.mp3
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JSON: https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/lithium-prices-stabilize-dip-buying-ahead
Duration seconds: 2311

## Resource

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: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/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…

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## Transcript

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