{"podcast":{"title":"Rock Stock Channel","slug":"rock-stock-channel-633474","podcast_index_feed_id":633474,"rss_url":"https://feed.podbean.com/rockstockchannel/feed.xml","website_url":"https://rockstockchannel.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/4622510/rock_stock_channel_logo_black_2048x2048.jpg","author":"rockstockchannel","episode_count":100,"summary":"The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.","last_synced_at":"2026-07-18T08:17:57.120693+00:00","page_url":"https://stenobird.com/podcast/rock-stock-channel-633474"},"episode":{"title":"Fastmarkets 2026: AI, Defense And The Lithium Recovery","slug":"fastmarkets-2026-ai-defense-and-the-lithium-recovery","published_at":"2026-06-08T21:00:00+00:00","page_url":"https://stenobird.com/podcast/rock-stock-channel-633474/fastmarkets-2026-ai-defense-and-the-lithium-recovery","show_page_url":"https://stenobird.com/podcast/rock-stock-channel-633474","url":"https://rockstockchannel.podbean.com/e/fastmarkets-2026-ai-defense-and-the-lithium-recovery/","audio_url":"https://mcdn.podbean.com/mf/web/tnbvibcuz3a4zmnk/6-fastmarkets.mp3","summary":"Fastmarkets CEO Raju Daswani and Fastmarkets Fast Forward host Andrea Hotter join Howard Klein and Matt Fernley ahead of the Fastmarkets' 2026 Global Lithium, Battery and Critical Minerals Conference in Las Vegas. Topics discussed include the lithium market reset, rising ESS demand, BYD’s global growth, Rio Tinto’s lithium strategy, critical minerals financing, Pentagon supply chain priorities, and why strategic materials are no longer a niche topic. Register for Fastmarkets Conference (Use code 'SPEAKER25' for 25% off):https://globalevents.fastmarkets.com/lithium-supply-and-battery-raw-materials-conference Listen to Fastmarkets' Fast Forward Podcast:https://www.fastmarkets.com/insights/fast-forward-podcast/ Follow Fastmarkets:LinkedIn (Raju Daswani): https://www.linkedin.com/in/rajudaswani/LinkedIN (Andrea Hotter): https://www.linkedin.com/in/andrea-hotter-ah1/X/Twitter: https://x.com/FastmarketsMM___ Chapters (00:00) Conference Preview(03:10) Market Mood(05:52) Strategic Materials Shift(08:28) Speaker Highlights(10:47) Networking And Investors(13:43) Fast Forward Podcast(17:21) BYD’s Global Growth(20:41) Mining Finance Gap(27:34) Pentagon Supply Chains(35:23) Europe’s Minerals Response(37:08) Rio’s Lithium Strategy(42:58) ESS Growth(45:42) Final Details 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/RodneyHooper13 _________________________________________________ DISCLAIMER NO…","meta_description":"Fastmarkets CEO Raju Daswani and Fastmarkets Fast Forward host Andrea Hotter join Howard Klein and Matt Fernley ahead of the Fastmarkets' 2026 Global Lith…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2779,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/fastmarkets-2026-ai-defense-and-the-lithium-recovery/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/rock-stock-channel-633474/fastmarkets-2026-ai-defense-and-the-lithium-recovery.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}