Money Miners, we’ve got the interview for all your battery metals questions.
We had a conversation with Matt Fernley (founder of Battery Materials Review & Head of Research at Westbeck Capital) to talk about lithium cost curves, inventories, Chinese dominance, EV sales, the rise of plug-in hybrids, how governments impact the markets plus nickel, graphite, manganese, cobalt & more!
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CHAPTERS
0:00:00 Introduction
0:01:45 Why were lithium predictions so wrong in 2023
0:04:32 The story of lithium inventories
0:08:39 Chinese lepidolites changing the game
0:15:16 Incentive price doesn't equal breakeven price
0:19:06 Chaning conversions costs for lithium
0:22:19 How with China's EV domination play out
0:28:32 The massive role of governments in Evs
0:31:45 Is the consensus EV sales forecast wrong?
0:35:15 Plug-In Hybrids the big growth market
0:42:33 Will we see a nickel green premium
0:48:59 Will the EU support the manganese market
0:50:39 Graphite market - Flake vs Spherical
0:55:12 Does cobalt have a future in batteries
0:59:11 Under-rated vs Over-rated
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DISCLAIMER
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
