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Sigma Lithium (NASDAQ: SGML | ASX: SAU) CEO Ana Cabral joins Howard Klein to discuss the company’s new ASX listing, the latest Brazilian court ruling, and what it could mean for operations and Phase Two expansion.
They also cover production ramp-up, lithium prices, refinancing, and Sigma’s outlook as the company targets higher output.
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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 cri...
SMM analyst Lana Li joins Matt Fernley on Rock Stock Channel to discuss the outlook for China’s BESS and energy storage market, including battery pricing, lithium cost pass-through, project IRRs, policy changes and the shift from mandatory storage to market-based returns.
We also cover China’s BESS slowdown, global demand growth, export pressures, inventory, sodium-ion...
Benchmark Mineral Intelligence’s Iola Hughes and Cameron Perks join Matt Fernley to discuss why the 2027 lithium market outlook has shifted from surplus to deficit.
They break down Benchmark’s latest views on EV battery demand, rising pack sizes, BESS cell production, lithium supply risks and pricing - including why battery demand is growing far faster than EV unit sal...
Lithium equities continue to lag rising lithium prices, while copper trades near all-time highs and investors reassess where the real opportunities lie across critical minerals.
In this week’s Rock Stock Recap, Howard Klein and Matt Fernley discuss undervalued Argentine lithium brines, Liontown’s move into Argentina, Standard Lithium’s LG Energy Solution offtake, Albem...