Matt Fernley
Managing Director at Battery Materials Review and partner at RK Equity, with ~25 years of experience covering battery metals and industrial commodities; provides expert analysis on lithium, copper, silver and battery supply chains.
Best podcasts with Matt Fernley
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Feb 23, 2026 • 27min
217. Lithium, Copper, Silver and other metals go ballistic - Feb26
Matt Fernley, Managing Director at Battery Materials Review and RK Equity partner with 25 years in battery metals. He breaks down wild moves in lithium, copper and silver. Short supply, permitting bottlenecks, and battery demand shifts drive the story. They debate structural repricing versus cyclical pullbacks and explore DLE, sodium-ion and grid metal constraints.
Jul 26, 2025 • 55min
Critical Minerals Super Cycle is Here. Where Best to Invest?
Matt Fernley, a seasoned industry expert and partner at RK Equity, dives into the critical minerals market with insights from his 25 years as a geologist and equity analyst. He discusses the resurgence of lithium pricing and the importance of building a diversified ex-China supply chain. The conversation moves to underappreciated commodities, including high-purity manganese and alumina's role in battery tech. Fernley highlights investment prospects amid geopolitical shifts and the strategic importance of rare earth metals, including neodymium and dysprosium.
