Matt Fernley

I’m delighted to announce that I’m joining up with @LithiumIonBull and @RodneyHooper13 at @RKEquityRocks. I’ve known and respected Howard and Rodney’s work in the lithium battery materials space for more than five years and I look forward to helping them grow and diversify RK…

The release of @Q2Metals' Exploration Target for the Cisco project puts it squarely at the top table in terms of hard rock #Lithium projects worldwide. Q2 published an ET of 215-329Mt @ 1.0-1.38% Li2O. While not a resource, the magnitude of the estimate suggests that this could…

Big move in #Lithium carbonate futures to close the week out and it's been a huge move off the bottom in recent weeks. But's it's not atypical for lithium to trade like this, as we've seen before. Average SpodCon price is now above US$800/t (US$810/t) with prices as high as…

📢 Q2 Metals Defines Exploration Target of 215 to 329 Million Tonnes at the Cisco Lithium Project in James Bay, Quebec, Canada $QTWO $QTWO.V $QUEXF #Lithium 👉 Read the full press release here: q2metals.com/news/q2-metals…

Hmmmm, rotating into lithium?

The solar power explosion ☀️ Whether you look at ...the largest power sectors (China, US, Brazil) ...mid-sized ones (Australia, the Netherlands, Chile) ...or the smallest ones (Jordan, Armenia, Estonia) ..from high latitudes, to the equator ...solar is growing everywhere 🌎

I asked a technical analyst to flag key resistance levels in the GFEX lithium carbonate future and they flagged Rmb70,000/t (US$9.7/kg) as the next breakout level, Rmb77,900/t (US$10.8/kg) as a prior trend trigger and, if prices went through that, medium-term targets around…

Great to speak to @LithiumIonBull and @stevelevine on #batteries and breaking news on #RareEarths

Why I think the weakening US$ is going to be more important than people think for #Lithium prices. shorturl.at/oaLUJ

“It took from the invention of the photovoltaic solar cell, in 1954, until 2022 for the world to install a terawatt of solar power; the second terawatt came just two years later, and the third will arrive either later this year or early next.” newyorker.com/news/annals-of…

Charted: The End-of-Life Recycling Rates of Select Metals 🪙 elements.visualcapitalist.com/charted-the-en…

Global #Lithium contained resource reached 661Mt of LCE in Q2/25, up 18% y/y. 51% of that in sedimentary and DLE projects. Note resources not reserves.

Many questions remain unanswered after yesterday's @MPMaterials / DoD deal #RareEarths #MiningStocks

The price floor from the DoD/MP Materials deal is at the upper end of the price range of NdPr prices over the past five years. The RM industry has been looking for some guarantee on prices. Is this the mechanism?

This is a big move. What stands out for me is the price floor, something that critical materials projects ex-China have been asking for for a while. Does this just happen in #REE or just this deal or could we expect this mechanism to crop up in other #CriticalMinerals financings?

This month's BMR discusses where we are at the half year vs our forecasts for the year and what to expect from here? #lithium #nickel #graphite #manganese #cobalt tinyurl.com/4v5v2rst

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 China, where new incentives helped strengthen its lead as overall progress stalled in Europe and the US Read more 👉 iea.li/3I7auwh

Check out the growth in #lithium demand shown in these charts from Battery Materials Review. Pretty mental.

This what we mean when we talk about the emerging two tier energy transition...

☀️China is expected to add 380GW solar capacity in 2025, and 140 GW wind From the latest " 2025 Electricity Supply and Demand Analysis Report" by China State Grid Energy Research Institute and the National Climate Center released on 4 July