Rock Stock Channel

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


Listen Later

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

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.

And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel

-----
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

...more
View all episodesView all episodes
Download on the App Store

Rock Stock ChannelBy rockstockchannel

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

12 ratings


More shows like Rock Stock Channel

View all
Mad Money w/ Jim Cramer by CNBC

Mad Money w/ Jim Cramer

4,133 Listeners

Economist Podcasts by The Economist

Economist Podcasts

4,329 Listeners

Bloomberg Businessweek by Bloomberg

Bloomberg Businessweek

450 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

929 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

22 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

13 Listeners

Your Wealth by NAB

Your Wealth

10 Listeners

Mining Stock Daily by Trevor Hall

Mining Stock Daily

92 Listeners

Recharge by Battery Materials Review by batterymaterialsreview

Recharge by Battery Materials Review

3 Listeners

Money of Mine by Mineral Media

Money of Mine

25 Listeners

The Global Lithium Podcast by Joe Lowry

The Global Lithium Podcast

40 Listeners

Buy Hold Sell, by Livewire Markets by Livewire Markets

Buy Hold Sell, by Livewire Markets

6 Listeners

The HC Commodities Podcast by Paul Chapman, HC Group

The HC Commodities Podcast

152 Listeners

Chanticleer by Australian Financial Review

Chanticleer

21 Listeners

The Power Current with Chris Berry by Chris Berry

The Power Current with Chris Berry

1 Listeners