Nickel’s Perfect Storm, Mid East Supply Shocks & Battery Metals Outlook with Analyst Matt Fernley
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/
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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 its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
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 its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
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