Matt Fernley
@matt_fernley
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Commodity strategist covering Electric materials with a focus on the battery chain. Editor of Battery Materials Review and presenter of the Recharge podcast
London
Joined August 2018
June's Recharge podcast is now out with me and Cormac. Looking at IRA repeal, lithium, BESS and high manganese supply risks. #BatteryMaterials #EnergyStorage #EVs
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RT @IEA: Electric truck sales grew by nearly 80% globally in 2024 making up close to 2% of total truck sales. Most of this growth came from….
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Check out the growth in #lithium demand shown in these charts from Battery Materials Review. Pretty mental.
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This what we mean when we talk about the emerging two tier energy transition. .
IEA:. “The adoption of EVs is surging in emerging markets, as affordable Chinese models help drive down prices. With rising Chinese EV imports, battery electric cars have reached price parity in Thailand & seen major price drops in Brazil & other markets”
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RT @YanQinyq: ☀️China is expected to add 380GW solar capacity in 2025, and 140 GW wind. From the latest " 2025 Electricity Supply and Deman….
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Is the drop in fundraising activity in battery materials just sowing the seeds for the next bull market? I believe so. #Lithium #nickel #manganese #batteries #ElectricVehicles
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Seems that China's manufacturing sector is showing ongoing improvement. The Caixin (smaller company) Mfg PMI was 50.4 in June (expansion) vs 48.3 while the National one was 49.7 vs 49.5.
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RT @cleantechnica: LG Energy Solution Opens New LFP Battery Cell Lines In Michigan To Support Energy Storage As Demand Cools From EV Manufa….
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And that, @jczuleta, is the $64,000 question!.
Will the next #lithium carbonate price bottom be a "pseudo-bottom", a mini-bottom, or a grand-bottom? By pseudo-bottom, I mean a bottom without a significant price rebound (i.e., fewer than 10 consecutive price increases with some tolerances for one-day declines).
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When this happened in graphite it took 3-4 months before export levels recovered, so not really a surprise.
Western companies are struggling to secure approvals for rare-earth imports from Chinese authorities, despite the U.S.-China deal, reports @JonathanEmont
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I hope it happens but unfortunately I'll believe it when I see it.
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And all of it more materials intensive than what it's replacing. .
Global energy investment is on track to rise to $3.3 trillion in 2025. ▶️ Around $2.2 trillion is going to renewables, nuclear, grids, storage, low-emissions fuels, efficiency & electrification. ▶️ About $1.1 trillion is going to oil, gas & coal. More 👉
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RT @WSJ: Exclusive: China has told companies in its rare-earth industry to give the government lists of employees with technical expertise,….
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Great figure.
The global economy is being electrified, as vehicles, industries and homes move away from fuels towards electricity. In 2015, only 30% of energy investment was in electricity and electrification. Today, 50% of it is in electricity and electrification. (Graph: @IEA)
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Erm. wow!.
Last year, China generated 834 terawatt-hours of solar power. Which is more than the G7 countries generated, and more than the US and EU combined. In fact the only country group that generates more solar power than China is the OECD, all 38 countries of it. Data: @ember_energy
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For me, this is one of the most important drivers of BESS demand and is not understood by wide swathes of the market.
Given technology improvements and low material costs I would expect this trend to continue and generate significant demand growth. #lithium
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Always great to get an invitation to go on @RKEquityRocks . Thanks for an interesting discussion, gents.
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In June's Battery Materials Review we asked "What does Europe need to do to compete with China on batteries?".
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A lot of people talk about China #lithium oversupply due to the growth in Chinese lepidolite output but actually - per @LithiumIonBull's comment - SQM has added more lithium supply over the past five years than Chinese lepidolite producers.
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