Is the Lithium Inventory Scare Just Noise?

Is the lithium sell-off overdone - and are China’s lithium inventories being misread?

In this week’s Rock Stock Recap, Howard Klein and Matt Fernley break down lithium market sentiment, SMM inventory data, demand trends, Standard Lithium’s East Texas project, Core Lithium’s restart, Talon Metals’ latest discovery, and the political risks impacting Sigma Lithium and critical minerals investors.

Including company updates: Surge Battery Metals (TSXV:NILI) on land access, water rights and upcoming PFS catalysts; and Anson Resources (ASX:ASN) on US$406M in Utah incentives, battery-grade testwork and DFS progress.

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Chapters

(00:00:00) Weekly Recap(00:05:47) Oil And Politics Turn Markets Risk-Off(00:09:00) Talon Metals Delivers World-Class Hit(00:11:51) Standard Lithium’s East Texas Scale(00:17:59) Standard Lithium Looks Mispriced(00:21:19) Core Lithium Restart May Surprise(00:23:09) Lithium Inventory Scare Looks Overdone(00:25:41) Why Chinese Lithium Data Still Matters(00:34:27) Lithium Has Become A Commodity(00:49:01) Election Risk Hits Sigma Lithium(00:51:07) AI Bubble Adds Market Tail Risk(00:53:20) Surge Battery Metals Clears Key Water-Permitting Hurdle(00:59:16) Anson Resources Receives $406M In Tax Incentives

Links

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