Lithium Inventories Tighten, Equities Lag

Lithium inventories are tightening, but lithium equities remain under pressure. In this week’s Rock Stock Recap, Howard Klein, Matt Fernley and Tomasz Nadrowski of Amvest Capital discuss the critical minerals sell-off, lithium market fundamentals, rare earths, nickel, tungsten, AI infrastructure, energy bottlenecks, mining inflation, government support and where value may be emerging across mining equities. Topics include CATL demand signals, Australian spodumene producer earnings, falling lithium inventories, defense-related critical minerals demand, oil and inflation risks, uranium flows, and whether the recent mining stock sell-off is a buying opportunity or a warning sign. SAFE Paper: https://safe2020.wpenginepowered.com/wp-content/uploads/2026/07/SAFE-Minerals-Center-Critical-Moves-Report.pdf IEA Paper: https://iea.blob.core.windows.net/assets/6f00e190-3f3b-4e40-8ef3-342d30ac6e0d/GlobalCriticalMineralsOutlook2026.pdf Follow Tomasz Nadrowski: LinkedIn - https://www.linkedin.com/in/nadrowski/ LinkedIn (Amvest Capital) - https://www.linkedin.com/company/amvestcapital/ X/Twitter (Amvest Capital) - https://x.com/AmvestCap Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership ___ Chapters (00:00) Weekly Recap And Disclosures (06:21) Lithium Earnings Meet Macro Headwinds (16:14) Lithium Sell-Off May Be Overdone (18:49) AI Deleveraging Spills Into Mining (28:20) Oil Shock Raises Mining Inflation (32:04) Lithium Equities Ignore Tightening Fundamentals (36:42) Nickel Risk, Tin And Tungsten Resilience (40:08) Structural Bull Case Meets Valuation Reality (47:39) Cash-Rich Lithium Producers Stand Out (49:22) Nuclear Realignment Threatens Uranium Flows (53:13) Electricity Becomes AI’s Critical Bottleneck (56:57) Bull Market Correction Or Cycle Break? 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