Could China's Next Restocking Cycle Move Lithium?

Lithium inventories are heading into a October-November restocking period. In this week's Rock Stock Recap, Howard Klein and Matt Fernley discuss what China's post-Golden Week demand could mean for lithium prices, inventories and a potential market tightening.

Plus: copper market risks, AI-driven metals demand, rare earth M&A, and the latest developments across critical minerals and mining equities.

Robert Friedland Denver Conference Presentation:https://americas.miningforum.com/keynote-webcast/248/

Robert Friedland Talk with Secretary Doug Burgum:https://x.com/robert_ivanhoe/status/2105343903591211499

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Chapters

(00:00) Copper Caution, Lithium Catalysts And Rare Earth M&A(05:52) Copper Deficit Story Faces Scrutiny(10:04) High-Grade Copper Developers Stand Out(12:20) Copper Demand Forecasts Face Skepticism(19:39) Power Metallic Resource Growth Potential(21:48) AI CapEx Could Reshape Mineral Demand(27:58) Power Bottlenecks Strengthen Battery Case(32:31) Higher Rates Test Mining Tailwinds(34:01) US-China Stability Meets Policy Volatility(37:53) Rare Earth M&A Targets Advanced Projects(43:31) Lithium Equities Trail Copper(45:00) October Lithium Demand Faces Inventory Test(49:20) Galan Lithium Funding Holds Firm(51:33) Argentina Brines Show Strong Economics

Links

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