Spodumene Shortage, Rare Earth Reshoring, Capital Costs, Europe Energy Security
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Show Notes
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_Research
LinkedIn - 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://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq
Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
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DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com
Intro and outro audio credit: Jamie Klein