Lithium Price Has Bottomed but No New Highs for 5-6 Years says Battery Metals Analyst Matt Fernley

The lithium price has bottomed out but don’t expect new highs for 5-6 years says battery metals analyst Matt Fernley.  Matt is an analyst and editor of the Battery Material Review newsletter, which focuses on investment within the battery materials portion of the mining sector. In this interview, Fernley provides commentary on several topics such as lithium price expectations, battery chemistry, EVs, Graphite and where is the best value in the battery metals sector right now.

0:00 Intro

0:48 Lithium price

5:33 Lepidolite

9:33 Direct lithium Extraction

12:22 Li batteries versus Sodium Ion

14:38 Ni Price bifurcation

22:01 Security of supply

26:00 Complexity of hybrid EVs

30:39 Why are Chinese EVs cheaper?

38:03 Graphite

41:46 Best Value in the battery materials market right now?

43:56 Battery Materials Review