Lithium prices have pulled back, but Gerardo Del Real sees several forces setting the stage for the next move higher.
In this episode, Del Real discusses why grid-scale battery storage could become a major source of lithium demand in 2027, how geopolitical tensions and defense spending are changing critical minerals supply chains, and why he expects more M&A in the lithium sector.
He also explains what he looks for in lithium and critical minerals equities, including scale, jurisdiction, mine life and polymetallic exposure, and why he believes investors may be underestimating both future battery demand and the potential for supply disruptions.
This interview was recorded on October 1, 2026.
0:00 - Intro
4:15 - Why Del Real sees lithium as a "coiled spring"
6:35 - How grid-scale storage could reshape lithium demand in 2027
10:26 - Why lithium M&A could accelerate
13:05 - What investors are getting wrong about lithium equities
17:19 - Could governments and companies invest directly in future lithium supply?
18:48 - Is another lithium oversupply cycle coming?
22:47 - Where Del Real sees value after the lithium pullback
24:14 - Gold, antimony and polymetallic opportunities
27:04 - Outro
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