Nickel’s Perfect Storm, Mid East Supply Shocks & Battery Metals Outlook with Analyst Matt Fernley

About this episode

Matt Fernley discusses the factors contributing to nickel's market dynamics and the impact of geopolitical events on battery metals.

Battery Metals Expert Matt Fernley explains the three reasons for nickel’s perfect storm. Matt also shares insights into the oil market and critical materials markets amidst the Middle East conflict. Other metals market dynamics analyzed are manganese, graphite, aluminum, cobalt and rare earths. 00:00 Intro 00:40 Middle East Fallout 04:17 Inflation and Demand 07:38 Nickel Market Reset 10:26 Manganese Cathodes 12:59 Oil Majors in Lithium 18:45 Graphite Reality Check 26:40 Price Floors and Policy 29:25 Rare Earths and M&A 34:42 Picking Metals Ahead 38:02 About RK Equity RK Equity: https://rkequity.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and…

People in this episode

Host: Bill Powers

Guest: Matt Fernley

Topics covered

• nickel market
• Middle East supply shocks
• battery metals outlook
• oil market insights
• metals market dynamics

Keywords

• nickel
• battery metals
• Middle East
• oil market
• manganese
• graphite
• aluminum
• cobalt
• rare earths

Mentioned in this episode

Organizations: RK Equity

Products: lithium, nickel, manganese, graphite, aluminum, cobalt, rare earths

Places: Middle East

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