Matt Fernley joins Howard & Rodney again to talk 10-year highs in #nickel price on strong #ElectricVehicle demand and the potential for a further doubling from here. He also discusses his deep dive into the potential pinch points in the LFP #battery supply chain.

Matt published the monthly Battery Metals Review and associated podcast. 

Visit 

Twitter: @ReviewBatteryhttps://www.batterymaterialsreview.comhttps://batterymaterialsreview.podbea...

Podcast Index

0:00 - 1:04 Introduction1:05 - 9:20 Matt Fernley - Identifying the pinch points in the LFP supply chain & Livent CEO Paul Graves' comments on LFP 9:21 - 11:58 How high can the nickel price go? Why haven't there been more nickel  "unicorns"?11:59 - 20:18 Sulphide vs Laterite, nickel pig iron to nickel matte and the history of the nickel price since 200020:19 -  27:14 Q&A Rodney and Matt - The qualification process and the impact on the supply chain - Are there workarounds to speed up qualification? - Can the nickel price double from here? 27:15 - 31:40 Matt's order of preference for nickel exposure and nickel company valuations31:41 - 33:14 Capex and complexity of making a nickel concentrate

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NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

Rodney Hooper, Howard Klein and RK Equity have been advisors to Frontier Lithium since 2021 and also have equity interests in Frontier. No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. 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