Nickel’s Perfect Storm, Mid East Supply Shocks & Battery Metals Outlook with Analyst Matt Fernley

Battery Metals Expert Matt Fernley of RK Equity 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