Matt Fernley

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.