Episode
Spodumene Shortage, Rare Earth Reshoring, Capital Costs, Europe Energy Security
- Podcast
- Rock Stock Channel
- Published
- Apr 3, 2026
- Duration seconds
- 3148
- Processing state
not_requested
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Summary
Dmitry Silversteyn, Senior Research Analyst of Water Tower Research joins in discussion with Howard Klein and Matt Fernley to break down the latest lithium market trends, rare earths outlook, critical minerals investing, and the geopolitical forces shaping commodity stocks. They cover spodumene prices, rare earth supply chains, China dependency, US and Western reshoring, energy security, and why critical minerals equities are lagging underlying commodity prices. Follow Water Tower Research:X - https://x.com/WTR_ResearchLinkedIn - https://www.linkedin.com/company/water-tower-research/ This episode is essential viewing for anyone following lithium stocks, rare earth stocks, battery metals, energy transition investing, and global macro trends affecting mining and resource markets. Chapters (00:00) Intro(06:29) PHOS & TMC Update(11:03) Market Volatility Drivers(14:57) Rising Capital Costs(16:56) Producers Vs Developers(21:18) Lithium Buying Opportunity?(22:49) Commodity Price Psychology(24:33) Regional Investment Shifts(26:45) Rare Earth Demand Debate(37:12) US-China REE Geopolitics(40:31) US-Europe Relations Debate(44:13) Brexit And Economic Impact(46:34) Energy Transition Paradox(51:41) Closing Remarks Sponsors Lithium Royalty Corp (TSX: LIRC) Diversified lithium royalty portfolio Website: https://www.lithiumroyaltycorp.com/X: https://x.com/Lithium_Royalty USCF Investments Commodity-focused ETFs, including CPER (copper), ZSB (battery metals), USG (gold), and SDCI (diversified commodities) Website: https://www.uscfinvestments.com/X: https://x.com/USCFInvestments 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:…