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Podcast: Mining Stock Education
Episode: Lithium Price Has Bottomed but No New Highs for 5-6 Years says Battery Metals Analyst Matt Fernley
Description: The lithium price has bottomed out but don’t expect new highs for 5-6 years says battery metals analyst Matt Fernley. Matt is an analyst and editor of the Battery Material Review newsletter, which focuses on investment within the battery materials portion of the mining sector. In this interview, Fernley provides commentary on several topics such as lithium price expectations, battery chemistry, EVs, Graphite and where is the best value in the battery metals sector right now.
0:00 Intro
0:48 Lithium price
5:33 Lepidolite
9:33 Direct lithium Extraction
12:22 Li batteries versus Sodium Ion
14:38 Ni Price bifurcation
22:01 Security of supply
26:00 Complexity of hybrid EVs
30:39 Why ar...