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[@matt_fernley](/creator/twitter/matt_fernley)
"While this is important for many sectors it's likely to have the most profound impact in graphite and anode materials. Why Because China is XX% of the market in those materials. Not XX% not 70%.but 99%. If you want to make a battery the chances are that it currently has Chinese graphite in it.wherever it's made. This suddenly makes the handful of companies that are developing anode material and synthetic graphite projects ex-China vital for the future development of an ex-China battery industry. And let's be clear. No graphite no batteries. Period. While lithium-ion is the technology graphite"  
[X Link](https://x.com/matt_fernley/status/1976571935422075275) [@matt_fernley](/creator/x/matt_fernley) 2025-10-10T08:54Z 5442 followers, 15.9K engagements


"India's central bank has made a number of moves this year supporting the use of silver in collateral and this is just the most recent but it is very significant. It has now established a10:1 Silver-to-Gold ratioin collateral lending. earlier this year it clarified that banks can accept gold and silver as collateral for agricultural and MSME loans. Go #Silver"  
[X Link](https://x.com/matt_fernley/status/1981252899507253424) [@matt_fernley](/creator/x/matt_fernley) 2025-10-23T06:54Z 5446 followers, 1720 engagements