The Battery Metals Opportunity (Matt Fernley Interview)
Money Miners, we’ve got the interview for all your battery metals questions
We had a conversation with Matt Fernley (founder of Battery Materials Review & Head of Research at Westbeck Capital) to talk about lithium cost curves, inventories, Chinese dominance, EV sales, the rise of plug-in hybrids, how governments impact the markets plus nickel, graphite, manganese, cobalt & more!
Read the Battery Materials Yearbook here
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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(0:00:00)Introduction
(0:01:45)Why were lithium predictions so wrong in 2023
(0:04:32)The story of lithium inventories
(0:08:39)Chinese lepidolites changing the game
(0:15:16)Incentive price doesn't equal breakeven price
(0:19:06)Chaning conversions costs for lithium
(0:22:19)How with China's EV domination play out
(0:28:32)The massive role of governments in Evs
(0:31:45)Is the consensus EV sales forecast wrong?
(0:35:15)Plug-In Hybrids the big growth market
(0:42:33)Will we see a nickel green premium
(0:48:59)Will the EU support the manganese market
(0:50:39)Graphite market - Flake vs Spherical
(0:55:12)Does cobalt have a future in batteries
(0:59:11)Under-rated vs Over-rated