{"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":"Lithium Prices Stabilize: Dip-Buying Ahead?","slug":"lithium-prices-stabilize-dip-buying-ahead","published_at":"2026-07-17T21:00:04+00:00","page_url":"https://stenobird.com/podcast/rock-stock-channel-633474/lithium-prices-stabilize-dip-buying-ahead","show_page_url":"https://stenobird.com/podcast/rock-stock-channel-633474","url":"https://rockstockchannel.podbean.com/e/lithium-prices-stabilize-dip-buying-ahead/","audio_url":"https://mcdn.podbean.com/mf/web/egfgeivaagkb6pj2/7-rsr-3_v2_68rws.mp3","summary":"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…","meta_description":"In this Rock Stock Recap, Howard Klein and Matt Fernley discuss lithium prices, critical minerals, rare earths, battery materials, EV demand, BESS trends,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2311,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/lithium-prices-stabilize-dip-buying-ahead/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/lithium-prices-stabilize-dip-buying-ahead.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}