Matt Fernley
@matt_fernley
Followers
5K
Following
360
Media
430
Statuses
723
Mining equity strategist covering Electric materials. Partner at RK Equity, Editor of Battery Materials Review, presenter of Recharge podcast. Not advice. DYOR.
London
Joined August 2018
Interesting to see the gap developing in recent years
The exponential rise of Chinese solar power feeds on itself. Continued growth of solar production in China requires ever greater amounts of energy, but the energy being captured by the solar panels installed in China has grown even faster. A virtuous cycle with energy to spare.
0
2
13
Quite a concerning chart but probably unsurprising. Difficult to pull the trigger on major manufacturing projects when there's so much uncertainty about what whether raw materials and products will be caught in trade tensions.
1
1
17
Model 3 and Model Y battery packs retain 85% of their capacity on average after 200K miles of driving We also offer an 8 years or 120,000 miles battery warranty, whichever comes first
0
341
4K
Great chart but it does raise the question of how fast solar can continue to grow at this rate?
The explosive, exponential growth of solar energy makes it the fastest growing energy technology in history. Cheap to build and fast to deploy, solar installations grew 10-fold in the last 10 years and provided 6.7% of the world's electricity in 2024. The future is very sunny.
3
2
16
$SILVER / $SPX just had a very good weekly close. After 12 years, it has finally broken above the long-term bearish channel and managed to hold above the 200WMA without rejection. This isn’t just a chart breakout — it’s a macro signal. It means Silver is starting to outperform
#Silver/SPX is quietly doing what every real breakout should, retesting strength. After breaking a decade-long downtrend, the ratio is now pulling back to confirm that old resistance as new structural support — a healthy retest, not a rejection. #Gold/SPX already confirmed the
2
39
187
This graphic really puts China's renewables build out into perspective!
China currently has 339 gigawatts of wind and solar capacity under construction — roughly two-thirds of the world’s total. China is leading the clean energy revolution. That’s not a subjective statement; it’s a fact.
3
7
40
Lots of eyes on Chinese lithium carbonate inventories and excitement that they're falling, but keep seasonality in mind. It's only if inventories keep falling past mid-November, or fall faster than trend levels, that we should be getting excited about #Lithium.
12
6
59
Do you own #Silver ? In this blog I explain why you really SHOULD! Read if you want to understand why silver prices have a long way further to go. DYOR.
Silver is shifting from “precious” to industrial. PV demand >2× since 2018; market in deficit since 2021 (~-250Moz in ’22; still -100–150Moz in ’25E). Price briefly touched ~$50/oz vs AISC ~$26.9. With ~800Moz tied in ETCs, inventories look tight. Watching supply. 🔗
1
1
16
Tired of fake news? ⚠️ Follow @chaospolicy for real unfiltered American news from journalists with over 50 years of political reporting experience. We don’t take sides. We just tell it like it is.
0
8
56
Another new storage record in ERCOT 🔋⚡️ Last Sunday, storage delivered 15% of grid power at 6:40pm, more than coal did at the same time. Expanding grid storage is taking advantage of solar resources and will make gas run more efficiently.
31
36
192
$LYC CQ3/25: Co. announced y'day plans to expand HREE processing in Malaysia. REE output for the quarter was the highest since CQ2/23 with NdPr output just shy of last qtr's record. US$ REO prices dropped 7% q/q but unit costs were also down. The company raised $750m during the
0
0
3
MIN CQ3/25: Results looked pretty good at Wodgina with prodn up and some inventory sell down given a 30% q/q increase in US$ CFR selling prices. The situation looks a little better at Mt Marion as well with the increase in prices giving a little bit of space above the cost line.
1
0
11
Eramet Q3/25: produced 2.08Kt of LCE for the quarter. Despite what the company calls "a robust ramp up in lithium production" it looks like the company will only just attain the bottom end of its lowered 4-7Kt guidance range for 2025. Revenues imply that they're receiving a
1
4
25
ca. 1986 "When a world disintegrates, nothing more quickly becomes contemptible than its dead values, nothing more dead than its fallen gods, and nothing more offensively fetid than its old necessities. This will be no less true of the values of this dying age, of which one of
5
3
21
IGO Li prodn results: Sales were lower in CQ3/25 after the substantial inventory destock last quarter. Cash costs were up 6% q/q. CGP3 on track for commissioning by end of the year. Refinery output remains low although it was up 31% q/q and is still lossmaking
1
0
11
Silver started its recent bull run in April 2025. Throughout the rally, every time RSI dipped under 30 level, silver made a higher low forming a bottom. Yesterday, silver fell as low as $45.58 while RSI tested 22. Looks like the low is in. I think the coming rally in silver is
22
80
572
Elevra $ELV initial thoughts on CQ3 prodn: Output and recovery at NAL was a little lower and sales down 61% q/q, but that was inline with guidance as the company held material out of the market to take advantage of higher prices in CQ4/25. Realised selling price up 14% and costs
3
0
14
China is investing in gold, and selling treasuries. This is because the US has weaponized the dollar and threatened China repeatedly.
28
284
964
Black Friday Comes Early 🦃 Code "BlackFriday25" active NOW for 25% off ALL courses on Just Hacking Training including Constructing Defense 2025! Excludes already discounted Bundles. Expires Nov 30 at Midnight ET.
1
8
23
An important chart from @washingtonpost on energy costs – generation has become cheaper, but the cost of delivering energy to consumers across the grid has more than doubled.
80
329
929
Liontown results $LTR: Slightly weak production metrics, IMV. Although output was nominally up q/q, corrected for grade it was lower. Recoveries were lower and sales down 20% q/q. Unit op costs were up 24% q/q and AISC up 13% before corrections for lower grades sold. The capital
3
1
31
Pod up 🔥 Where are we in the cycle for: • #TSXV juniors • Lithium’s supply reality vs BESS-driven demand • Quebec’s battery metals advantage • Gold & silver valuations + @Q2Metals Update 📺 https://t.co/neXfI9uXP4
2
9
29
What's your image of a mine? Loud, rough, and filled with diesel fumes? CATL powers a new generation of mining trucks that move mountains in silence. From durable against loose rocks to relentless under heavy loads, CATL-powered mining trucks stand unshaken in the face of the
7
38
226
Its time to have another community Fan Art event where you make the art, and the community votes their favorite! The top 5 art pieces will be receiving the rewards! RULES: - Anything Hero Siege related - No NSFW - No AI (we will filter these out) - Post progress pictures, at
7
12
191
My latest blog looking at what could happen if analysts were realistic on solar installs...Tip: It's good news for BESS and lithium!
If solar installs grow faster than consensus expects, the ripple effect is massive. 🔗 https://t.co/aJwwksKfRa BESS demand could rise 25× by 2035, and lithium demand for solar storage alone could more than double. With project delays & weak prices today, the 2030s may bring a
2
6
48