Understanding Lithium’s Price Drop and What It Means for Commodities w/ Ash Bennington | Real Vision

In this episode, I join Ash Bennington on Real Vision to discuss the dramatic shifts happening in the world of critical minerals, lithium pricing, and global energy policy. We explore lithium's recent price collapse, why I'm still bullish long-term, and how geopolitical forces—including tariffs and supply chain realignments—are reshaping commodities markets. I also highlight key investment opportunities across lithium, copper, uranium, and broader mining ETFs. Stay tuned until the end as I briefly spotlight one overlooked opportunity in the electrification space.

CHAPTERS 📖
(00:00) Overview of the Interview
(01:03) Lithium Price Collapse and Long-Term Outlook
(03:59) The Commodity Cycle: Boom, Bust, and Future Demand
(04:55) Tariffs, Supply Chains, and Market Volatility
(06:55) Fiscal Stimulus, Interest Rates, and Inflation Dynamics
(08:58) US-China Trade Tensions and Critical Minerals Policy
(09:37) The Age of Electricity: AI, Robotics, and Energy Demand
(11:24) The Case for a New Commodity Supercycle
(14:07) Inflation Reduction Act vs. Trump's Energy Policy
(17:39) Understanding Lithium Pricing and Market Structure
(24:38) Chart: Commodities vs. the Dow: Historic Undervaluation
(31:07) Chart: Mine Supply Requirements for the Energy Transition
(33:35) Implications of "Energy Addition" and Global Demand Growth
(34:35) China's Dominance and U.S. Mineral Supply Strategy
(36:54) Commodities as Inflation Hedges and Investment Themes
(38:25) Capital Discipline, M&A Activity, and Market Rotation
(40:00) How Retail Investors Can Play the Commodity Upside
(40:52) Recommended ETFs: PICK, COPX, URA
(44:46) Lithium Investment Ideas: ALB, LITP, LIT
(46:40) Stock Picks: Piedmont, Lithium Argentina, and M&A Potential
(48:14) Final Thoughts: Risks, Rewards, and Long-Term Opportunities
(50:38) Bonus Highlight

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Links 🌍

RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
  Howard: https://twitter.com/LithiumIonBull
  Rodney: https://twitter.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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