E70: Free Fallin’!? | Lithium Price with Matt Fernley

China's lithium carbonate spot price has fallen over 30% in the past few months. But a number like this only shows part of the picture. Expert Analyst Matt Fernley outlines supply, demand, Tesla Investor Day 2023 and much more in this deep dive into industry. 

0:00 - 03:39 Introducing Matt Fernley & the Battery Metals Review
03:40 - 10:16 Long term battery materials prices - higher than you think?
10:17 - 16:08 Spod vs Spot price? Which is best to consider.
16:09 - 18:02 Is China looking to replicate the nickel pig iron moment & disrupt the lithium industry with sodium ion and lepidolite? (Full discussion on Patreon)
18:03 - 19:28 BIG ANNOUNCEMENT! 
19:29 - 21:48 Touching on Graphite
21:49 - 52:22 Debriefing Tesla's Investor Day 2023, CATL, GM & Lithium Americas
52:23 - 58:14 Government Policy & concluding words

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard 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 www.rkequity.com

Intro and outro audio credit: Jamie Klein