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Are Grid Queues Distorting Battery Demand Signals? episode artwork

Aug 28, 2026 50 min

Are Grid Queues Distorting Battery Demand Signals?

from Rock Stock Channel Hosted by rockstockchannel

Project Blue analysts Rob Burrell and Jordan Roberts join Rock Stock Channel (Matt and Ben) for a deep dive into the lithium and battery markets. The discussion covers lithium prices, China EV demand, energy storage growth, spodumene supply, sodium-ion batteries, commercial EVs, drones, robotics, Zimbabwe exports and India’s emerging battery industry. Follow: LinkedIn (Rob Burrell) - https://www.linkedin.com/in/robert-burrell-phd-196878196/ LinkedIn (Jordan Roberts) - https://www.linkedin.com/in/jordan-roberts-68b746114/ LinkedIn (Project Blue) - https://www.linkedin.com/company/theprojectblue/ Website (Project Blue) - https://projectblue.com/ ___ Chapters (00:00) Intro (04:07) Lithium Market Drivers (05:45) Supply Risks Ahead (07:29) China VAT Changes (11:55) China EV Demand (13:43) Energy Storage Growth (15:09) Sodium-Ion Outlook (16:55) Grid Connection Bottlenecks (19:15) Lithium Price Outlook (20:10) Lithium Market Balance (22:07) Concentrate Supply Risks (24:29) EVs vs. Storage (28:24) Commercial Vehicle Demand (31:31) Drones And Defence (34:54) Humanoid Robot Demand (37:56) Lithium Phosphate Growth (41:39) Zimbabwe Export Outlook (43:53) India Battery Market 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 Ben: https://x.com/benjihammond _________________________________________________ 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

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This episode was published on August 28, 2026.

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