Matt Fernley
@matt_fernley
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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
Amidst all the doom and gloom in #Lithium stocks, note that the GFEX future bounced off the August low. While off the highs, this price is still very viable for low-cost producers and again I'll come back to my recommendation that low-cost producers are the best way to play
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An important question answered
As #rareearths become of increasing importance, how do you acturately value earlier-stage projects? Check out this #RockStockUniversity article! #Investing #MiningStocks
https://t.co/Q9suTS6Wx6
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Answering the key questions on #Lithium and finding out from @Q2Metals' team about their met test results and future spending plans. Well worth a listen! $QTWO
What Really Matters Next for Lithium Prices? Questions Answered: 1. Lithium rebound: real rally or just a bounce? 2. Best value plays currently: producers or developers? 3. Will CapEx cuts trigger a supply crunch? 4. Can solar + storage supercharge lithium demand? Plus, an
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The rise in global energy investment is being driven by industrial, energy security & economic considerations, as well as efforts to cut emissions China is the world’s top energy investor, set to make up more than a fourth of all energy spending in 2025: https://t.co/0ah51IX68F
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A valuation anomaly which really doesn't make much sense to me...
Given that (non-DLE) Brine projects are rare, in the lowest quartile of the cost curve, and boast lower capital intensity than spodumene+conversion projects why are they trading at a discount to Hard Rock projects? #Lithium $NOAL $GLN $LAR https://t.co/EuIS4SYVmY
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NEW | China installed more than twice as much solar capacity in the first half of 2025 as the rest of the world combined ☀️ 256 GW in just six months... 🤯 The rest of the world combined installed 124 GW.
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This chart, illustrating how central bank direct holdings of gold now exceed those of U.S. Treasuries for the first time in some thirty years, is attracting significant attention. #gold #centralbanks #markets #bonds
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A very important consideration for a hard rock #Lithium project
In Hard Rock #Lithium we hear a lot about the importance of DMS vs Flotation. In this blog article @matt_fernley talks about the economic impact of selecting the processing method on a lithium project #Mining #investing $SGML $QTWO https://t.co/rOsVthYk9t
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🔥MARK YOUR CALENDAR! 🔥 Join @matt_fernley @RodneyHooper13 & me for #Lithium & #RareEarths discussion LIVE on Spaces @X All questions, opinions and favored stocks welcome... MONDAY, September 1: 7:30AM EST 12:30PM GMT 7:30PM AWST https://t.co/aRig2HPOyC
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🔥 NEW RK EQUITY BLOG 🔥 🔗 https://t.co/xW0B2hcq32 Who Will Be the Winners and Losers from the Age of Electricity? Earlier this summer we announced that @matt_fernley has joined RK Equity as a partner to both broaden and deepen our coverage of the lithium battery material
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Lynas to raise $538mn to expand non-Chinese rare earths supply
ft.com
Australia’s Lynas raising more than $500mn to invest in capacity as governments seek more critical minerals
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China new energy storage capacity tops 100 GW, surpasses hydro: China’s installed energy storage capacity reached 164 GW by June 2025, according to the China Energy Storage Alliance (CNESA). More than 100 GW… https://t.co/61IOPuwkOJ
#Photovoltaics #EnergyStorage #RenewableEnergy
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$SQM Q2 guiding to higher volumes from Chile in H2/25 as well as an increase in SpodCon sales from Mt Holland. They commented that Mt Holland is "profitable in the current [pricing] scenario". Optimistic on their LHM refinery in Australia. They reduced sales volumes in Q2/25 due
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Absolutely fantastic article which highlights something that I've been saying for some time with regards to the West's view of China. "Policymakers must start to think in ecosystem terms, as China has" has to be the key quote. A MUST read.
1/12 This Foreign Affairs piece by Dan Wang and Arthur Kroeber argues the US misunderstands why China succeeds in tech and manufacturing. The problem isn't that China "cheats" - it's built deep infrastructure enabling rapid innovation. I agree. https://t.co/ZPVYNiGjBA
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Very encouraging results from first phase of met testwork at $QTWO's Cisco project. 6.3mm crush size yielding 70-75% recovery to 5.5% Li2O conc. with good iron grades. Further work needed, but supports potential for low capex/opex DMS only processing flowsheet. #Lithium
🚨NEWS: Q2 Metals Metallurgy Confirms Cisco Lithium Project Suitability for DMS Processing $QTWO $QTWO.V $QUEXF #Lithium Read the full press release 👇:
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