{"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":"Recent Metals Sell-Off: Opportunity Or Caution?","slug":"recent-metals-sell-off-opportunity-or-caution","published_at":"2026-07-03T21:00:00+00:00","page_url":"https://stenobird.com/podcast/rock-stock-channel-633474/recent-metals-sell-off-opportunity-or-caution","show_page_url":"https://stenobird.com/podcast/rock-stock-channel-633474","url":"https://rockstockchannel.podbean.com/e/recent-metals-sell-off-opportunity-or-caution/","audio_url":"https://mcdn.podbean.com/mf/web/p2fsfs6fm5heqzur/7-rsr-1.mp3","summary":"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…","meta_description":"In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Ben Hammond discuss the latest pullback in lithium equities, critical minerals market se…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3399,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/recent-metals-sell-off-opportunity-or-caution/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/recent-metals-sell-off-opportunity-or-caution.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}