Zimbabwe Supply Shock, US Energy Storage, Rare Earth Developers Lag, Q2 Metals Drill Results

Описание: Zimbabwe Halts Lithium Exports | 6–7% Global Supply Shock? | Q2 Metals High-Grade Hits & Maiden MRE Coming

In this episode of Rock Stock Recap, we (Howard Klein, Matt Fernley, and Rodney Hooper) break down what could be one of the most important lithium policy developments of the year: Zimbabwe’s sudden suspension of lithium concentrate exports — including cargo already in transit.

Zimbabwe represents ~6–7% of expected global lithium supply in 2026, and the language from the Ministry of Mines was unambiguous. Is this a short-term negotiating tactic tied to transfer pricing and royalties, or the start of a structural shift toward in-country beneficiation like Indonesia’s nickel strategy?

Chapters

(00:00) Intro
(05:12) Zimbabwe Suspends Lithium Exports
(07:12) Transfer Pricing Dispute
(10:18) Duration of Export Halt
(13:37) Rise of Lithium Sulfate?
(17:07) Indonesia Nickel Comparison
(23:31) Supply and Price Impact
(25:20) Sodium-Ion Competition
(26:49) China Lepidolite Context
(29:49) Lithium Stocks Rally
(30:54) Rare Earths and Minor Metals
(32:36) PDAC and Policy Outlook
(34:17) Q2 Metals: Drill Highlights
(35:36) Open Pit Potential
(36:58) Maiden Resource Update
(38:05) Exploration Upside
(39:11) Drilling And PEA Plans
(40:09) Metallurgy And Consistency
(41:04) Expansion Potential
(42:25) Infrastructure Advantages
(42:57) Upcoming Catalysts

We discuss:

Lithium market impact — Is this a true supply shock?
What it means for spodumene prices, spot markets, and lithium stocks
Zimbabwe vs 🇮🇩 Indonesia — can midstream capacity be built first?
U.S. policy shift: DOE’s $27B loan package, battery storage & grid reliability
Record U.S. energy storage installations (57.6 GWh) — batteries as infrastructure
Rare earths, copper inventories & the broader hard-asset rotation
What to watch at PDAC and evolving Canada–U.S.–China critical minerals policy

We also interview Neil McCallum of Q2 Metals, who discusses:

Long, high-grade lithium intercepts in Quebec
A potentially “open pittable” central zone
Four drill rigs currently turning
Maiden MRE targeted for end of quarter
PEA expected later this year
Exploration upside across a 20km greenstone belt

If you’re following lithium prices, spodumene concentrate, energy storage demand, battery metals investing, rare earths, critical minerals policy, or junior mining exploration, this episode connects the macro supply story to real company-level catalysts.

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)

Links

Strategic Lithium Reserve (SLR) White Paper: https://blog.rkequity.com/2025/12/08/...
Read Matt's research blog: https://blog.rkequity.com/
Sign up for the Lithium-Ion Bull newsletter/Matt's Blogs: https://rkequity.com/

Have a question? Drop us an email: [email protected]
Patreon:   / rockstockchannel  
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast...
Spotify: https://open.spotify.com/show/0KiMIZO...
X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Howard, Matt and Rodney 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