# Lithium Producers Pivot To Growth, Gauging the Cycle, Trump Meets Xi, Anson Resources Update

Page: https://stenobird.com/podcast/rock-stock-channel-633474/lithium-producers-pivot-to-growth-gauging-the-cycle-trump-meets-xi-anson-resources-update
Text version: https://stenobird.com/podcast/rock-stock-channel-633474/lithium-producers-pivot-to-growth-gauging-the-cycle-trump-meets-xi-anson-resources-update.md
Podcast: [Rock Stock Channel](https://stenobird.com/podcast/rock-stock-channel-633474)
Published: 2026-05-15T21:00:00+00:00
Episode link: https://rockstockchannel.podbean.com/e/lithium-producers-pivot-to-growth-gauging-the-cycle-trump-meets-xi-anson-resources-update/
Audio file: https://mcdn.podbean.com/mf/web/889ivs3mtjmsi62k/5-rsr-2.mp3
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JSON: https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/lithium-producers-pivot-to-growth-gauging-the-cycle-trump-meets-xi-anson-resources-update
Duration seconds: 3439

## Resource

In this Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest moves across lithium, rare earths, copper, silver, gold, and critical minerals. Topics include the Elevra capital raise, Atlantic Lithium deal activity, Lithium Argentina’s strong ramp-up, Quebec’s potential as a major lithium province, Greenbushes production concerns, EV demand, China inventories, heavy rare earths, copper supply risks, and macro themes driving commodity markets. Stay tuned for insights from Bruce Richardson of Anson Resources on their definitive agreement with POSCO and what it could mean for Utah brines and the U.S. lithium supply chain. Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00) Intro(04:14) Lithium Market Momentum(04:49) Elevra Capital Raise(07:18) Greenbushes Production Concerns(11:07) EV Demand Outlook(13:12) DSO And Inventory(15:42) Energy Market Risks(19:04) Producer Expansion Signals(20:50) Atlantic Lithium Deal(23:50) Quebec Lithium Opportunity(27:39) Lithium Argentina Results(29:08) ASX Listing Rationale(32:21) Copper Market Debate(35:39) Heavy Rare Earths(40:10) Silver And Gold(42:24) Inflation And Fertilizer(44:56) Easy Money Narrative (46:24) Anson Resources Update(46:40) Resource Upgrade(49:21) POSCO Partnership(52:43) Project Advantages(54:37) Upcoming Catalysts(55:57) Closing Remarks 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…

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