# Recent Metals Sell-Off: Opportunity Or Caution?

Page: https://stenobird.com/podcast/rock-stock-channel-633474/recent-metals-sell-off-opportunity-or-caution
Text version: https://stenobird.com/podcast/rock-stock-channel-633474/recent-metals-sell-off-opportunity-or-caution.md
Podcast: [Rock Stock Channel](https://stenobird.com/podcast/rock-stock-channel-633474)
Published: 2026-07-03T21:00:00+00:00
Episode link: https://rockstockchannel.podbean.com/e/recent-metals-sell-off-opportunity-or-caution/
Audio file: https://mcdn.podbean.com/mf/web/p2fsfs6fm5heqzur/7-rsr-1.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/recent-metals-sell-off-opportunity-or-caution
Duration seconds: 3399

## Resource

In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Ben Hammond discuss the latest pullback in lithium equities, critical minerals market sentiment, and key takeaways from the Fastmarkets Lithium Supply & Battery Raw Materials conference in Las Vegas. Topics include lithium price trends, the RK Equity Lithium Scoreboard, CATL’s battery outlook, Rio Tinto’s lithium strategy, DLE progress in Argentina, brine valuations, energy storage demand, and what “investable tons” mean for the future of lithium supply. Featuring insights on lithium, battery materials, critical minerals, EVs, ESS, Rio Tinto, CATL, Galan Lithium, Lithium Argentina, and the broader energy transition. PLS Presentation:https://www.linkedin.com/posts/plslinkedin_lithium-energytransition-investabletonne-activity-7475393248933388288-PmVj Join our Patreon Membership:https://www.patreon.com/cw/rockstockchannel/membership ___ Chapters (00:00) Intro(03:28) Metals Selloff(05:40) Summer Risk-Off(12:53) Lithium Performance Summary(17:26) CATL Mine Rumors(21:11) Bubble Concerns(24:22) Recession Risks & Oil(28:16) Rio Lithium Strategy(33:07) DLE Progress(34:21) Hard Rock + Brine M&A Outlook(39:57) Debt And Dilution(41:55) Lithium Argentina(45:16) CATL Battery Outlook(48:48) PLS: Investable Lithium Tons(52:50) Upcoming Content(53:55) Patreon Membership(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/matt_fernleyR…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/recent-metals-sell-off-opportunity-or-caution/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/rock-stock-channel-633474/recent-metals-sell-off-opportunity-or-caution.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.