Benchmark Giga US 26 Takeaways, Lithium Rebound, Missing Middle + LAC, SLI & Iola Hughes

In this Rock Stock Recap episode, Howard, Matt and Rodney chat about the latest lithium, battery materials and critical minerals trends following Benchmark’s Giga USA conference in Washington, D.C. Topics include the lithium price rebound, ESS and EV demand, China’s role in battery markets, rare earths, copper and aluminium, US government critical minerals policy, the missing cathode link, and America’s opportunity to become a major lithium producer. Featuring discussion on Lithium Americas (Jonathan Evans), Standard Lithium (David Park), Thacker Pass, DLE, PCAM/CAM, battery energy storage, data centers, rare earth magnets and the future of the North American battery supply chain (Iola Hughes). ___ Chapters (00:00) Intro (05:28) Lithium Price Rebound (07:30) Lithium Market Outlook (10:48) Equity Market Pressure (12:36) Lithium Versus Commodities (13:43) China EV Demand (16:51) Rare Earths Update (19:26) Copper And Aluminum (23:32) El Niño Risks (26:17) Benchmark Conference Takeaways (29:21) Government Battery Policy (32:15) US Lithium Opportunity (33:46) Missing Cathode Link (36:18) Lithium Americas (Jon Evans) (41:29) Standard Lithium (David Park) (49:15) Iola Hughes (Benchmark) 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 _________________________________________________ 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