China Export Curbs, Modeling Q2 Metals MRE, Scott Bessent Argentina Investment

In this Rock Stock Recap episode, we discuss key trends in the commodities and critical minerals markets, focusing on lithium, copper, silver, and emerging investment opportunities. Joined by guest Tom Woolrych from Deutsche Rohstoff, we delve into topics like the evolution of lithium markets, the potential of new discoveries in Quebec (Q2 Metals), and why certain lithium equities have lagged despite strong market signals. They also explore the strategic importance of graphite, niobium, and other niche metals, as well as the ongoing developments in global geopolitics affecting commodity prices.

Tom shares his expertise on "geo-alpha" investing, discussing how to identify early-stage discoveries and capitalize on underexplored opportunities. The conversation also covers the challenges and opportunities in the copper and silver markets, with a focus on supply disruptions and the evolving demand for these metals.

Additionally, we highlight key insights into Argentina’s lithium brine assets, the impact of China’s export curbs on critical materials (rare earths, graphite), and the role of government-backed funding for junior companies in scaling niche metals projects.

This episode is a must-watch for retail investors interested in understanding the complexities of the commodities market, particularly in the context of the ongoing energy transition and the global race for critical minerals.

 

Sponsors

 

- Lithium Royalty Corp (TSX: LIRC) — diversified lithium royalty portfolio.
(Website: https://www.lithiumroyaltycorp.com/ | X: https://x.com/Lithium_Royalty)

- USCF Investments — commodity-focused ETFs (e.g., CPER copper, ZSB battery metals, USG gold, SDCI diversified commodities).
(Website: https://www.uscfinvestments.com/ | X: https://x.com/USCFInvestments)

 

Chapters

 

(00:00:00) Intro
(00:04:08) About Tom Woolrych
(00:08:18) Patriot vs. Q2: Known vs. Early Discovery
(00:10:01) Modeling Q2: Pegmatite and Maiden Resource
(00:16:55) Lithium Market: Lagging Equities & Q2 Upside
(00:18:29) Patriot's Cesium Hype vs. Reality
(00:19:58) Wildcat Update: Logistics & Fast-Track Potential
(00:21:12) Deutsche Rohstoff's Strategy: Almonty's Success
(00:24:07) Copper & Silver: Shifting Focus from Gold
(00:29:52) Niobium & Rare Metals: Strategic Importance
(00:31:23) Iron Ore: West Africa & Market Trends
(00:32:21) Gold vs. Bitcoin: Central Bank Influence
(00:35:18) Dollar's Role: Geopolitics & Hedging
(00:37:10) Big Miners: Undervalued & Poised to Rerate
(00:41:20) Supercycle: Different Commodities This Time
(00:44:04) Argentina: Brines, Macro Trends, & Mispricing
(00:49:54) China Export Curbs: Rare Earths & Graphite
(00:55:10) Geopolitics: Negotiations & Supply Security
(01:03:30) Closing Remarks

 

Links

 

- Read Matt's research blog: https://blog.rkequity.com/
- Sign up for the Lithium-Ion Bull newsletter: https://rkequity.com/

Have a question? Drop us an email: rockstockchannel@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
X (Twitter):
  Howard: https://x.com/LithiumIonBull
  Rodney: https://x.com/RodneyHooper13
  Matt: https://x.com/matt_fernley

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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