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🔋🔋VULCAN ENERGY BRIEF This short clip 🎥 gives a brief overview of the $VUL Zero Carbon Lithium project with renewable geothermal heat. Note: clip is nine months old so some of the data may be superseded.
🔋🔋LITHIUM PRICES IN CHINA The positive trend on prices continues. Supply re-balancing and strong demand continues. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET
Mysteel daily reporting on China #lithium market 20250728👇 Please click the link below if you wish to know more information about China's lithium-ion #battery industry mysteel.net/commodities/ne…
🔋🔋ELECTRIC VEHICLES ADOPTION I am confident that European automakers are making the right changes to provide consumers with products they want and at the price range they want. The lower lithium prices, improvement in battery density and technology will help drive the…
'The new 5 is cool. And lots of people will want one, and that brings us on to the bigger question. Is it any good? And the simple answer to that is: yes.' (Sub required, also starring the Renault 4): thetimes.com/life-style/dri…
🔋🔋TESLA ENERGY STORAGE The sheer potential and market growth dynamics of lithium ion batteries. We’re only getting started. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN…
Tesla's $TSLA energy generation and storage segment is now a $10 Billion annual business
🔋🔋LITHIUM PRICE ECONOMICS In the short term we make strategic, competitive and policy decisions; lithium is no different. The laws of economics - extremely powerful over the longer term horizon ‘always’ come home to roost. Those of us that understood these market forces…
Maybe the Chinese finally waking up from their coma, and realizing market share is useless if you are not making money from it... #lithium
🔋🔋LITHIUM CARBONATE SPOT PRICE Lithium carbonate spot price from Benchmark Mineral Intelligence on 23rd July 2025. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET
🔋🔋LITHIUM MANGANESE FERROUS PHOSPHATE In a recent assessment by Chris, of all the different battery chemistries; his conclusion is that LMFP chemistry is the sweet spot. Along with lithium demand for batteries, expect a recovery in demand for manganese as well. $LIRC $PLS…
🔋🔋LITHIUM PRICE & LASSONDE We are in a position where the lithium price is rising simultaneously with near completion of some high profile projects. Let’s take Vulcan Energy Resources as an example, where does it lie on the Lassonde curve? Where are your key investments…
🔋🔋LITHIUM PRICES BARELY AT MARGINAL COST Many of us here have been analyzing and reporting on the growth in lithium demand. Do you remember the days when EV car sales were reported as slowing all over the world? How fast the market can change as broker notes are released…
Two days of +8% limit up in the GFEX main contract oh WOW. #lithium finally recovering from this ridiculous cycle bottom. We're barely at "Marginal Cost", which is insufficient to incentivize supply to come online which the world needs to meet +25-30% DEMAND growth p.a. to 2030!
🔋🔋LITHIUM EVS IN EUROPE An interesting diagram showing the spread of Chinese sources lithium ion battery EVs in Europe. A huge addressable market for European based EVs and the associated supply chains. Source: ADAMAS INTELLIGENCE $LIRC $PLS $IGO $MIN $LTR $RIO $SGML…
🔋🔋SCALING SOLAR = SCALING LITHIUM ION BATTERIES Bookmark this now. The market is way behind the curve on the coming wave of battery deployments in our energy systems. This is going to drive demand for lithium and other battery metals real fast. $LIRC $PLS $IGO $MIN $LTR…
SOLAR’S SCALING FASTER THAN THE GRID CAN CATCH UP Global solar capacity is projected to hit 420 GW in 2025, up from just 135 GW 5 years ago - a 210%+ increase. Utility-scale solar is now cheaper than coal or gas in over 60% of the world, and rooftop PV is closing the gap. New…
🔋🔋LITHIUM FUTURES PRICE Our lithium market economist expresses his view as ‘incredible’ when assessing the lithium carbonate futures price. A select number of commentators have said that when the lithium market turns - it will also turn heads! This is not market advice,…
Incredible! At the close of trading today, the average #lithium carbonate futures price increased by 8.29% (the largest interday percentage change since 02/29/24), surpassing the average spot LC price by CNY 6,671 (the largest contango since 03/06/25). A boom in market sentiment!
🔋🔋LITHIUM GRAND BOTTOM @EVCurveFuturist has been my number one go to on calling the ‘Grand Bottom’. So far so unbelievably good! A group of us lithium investors on X have been 💯 consistent in our longer term thematic for lithium. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML…
The "Grand Bottom" case strengthens. Since June 23, #lithium carbonate futures (GFEX.LC2509) are up +21.5%—from ¥63,100 to ¥76,680. Volume surging. Open interest rising. Deals? Done. Doubters? Quiet. #EV #BESS #LFP $QTWO $PMT $PLS $VUL $PFE $LTR $MIN $IGO #WC8 #WR1 $GLN $INR $RIO
🔋🔋THE LITHIUM RAGING BULL 🐂 The Energy Transition Investor declares “2026 = Lithium Deficit year” $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID
This Raging Lithium Bull, as Howard @LithiumIonBull names me😉, maintains that 2026 = #lithium Deficit year. Key reason is the underestimated DEMAND. 2030 = 4.6Mt demand in my model. The main futures LC2509 on GFEX just jumped 7.8% this morning. Fun times are here!
🔋🔋LITHIUM PRICE IN CHINA From Benchmark Mineral Intelligence: ⬇️ Benchmark data shows that the Jiangxi region is forecast to account for the largest share - 38% - of China’s mined #lithium output in 2025. But the Yichun Natural Resource Bureau has reported that permit…
🔋🔋BATTERY ENERGY STORAGE UK 🇬🇧 Over 30GWh submitted in H1 2025; as a layman that sounds pretty substantial to me. Lithium and battery metals demand and price should follow…… It really does seem like our energy systems are transforming: 1) Decarbonizing 2)…
GB - batteries
🔋🔋LITHIUM IN AMERICA AND BEYOND The lithium share price of Albermarle is also making a big comeback. The jury is still out there on whether we have hit a grand bottom in the lithium price. However, nobody anywhere disputes the growing demand for EVs and BESS globally.…
Albemarle and the Lithium Comeback: The American lithium giant and market leader continues its turnaround with strong volume over the last few days. 🔋👇 $ALB
🔋🔋LITHIUM PRICE COMMENTARY Always useful to receive Mysteel commentary behind the lithium price movements. I suspect what see now in the formation of the lithium price bottom, is the S-curve exponential consumer adoption on the demand side playing its role in driving demand…
Mysteel daily reporting on China #lithium market 20250723👇 Please click the link below if you wish to know more information about China's lithium-ion #battery industry mysteel.net/commodities/ne…
🔋🔋LITHIUM & COMMODITIES SUPERCYCLE Regardless of short term politics the world is undergoing a massive transition which involves cleaner energy and advanced technology. This transition is premised on access to critical minerals and other commodities. The lithium price…
🔋🔋VULCAN ENERGY LITHIUM $VUL received €104 Million Grant. Big Congratulations to the Vulcan team! $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID
🔋🔋BYD MASTER STRATEGY $BYD partners with Inter Milan - every automotive company should shiver in their boots. Not from hi-tech & low costs but from their master strategy. $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $RNO $ZK $XPEV $NIO $F $BMW $MBG $VOWG $STLA
We’re proud to announce a landmark partnership between BYD Group and FC Internazionale Milano. As Inter’s new Global Automotive Partner for the next three seasons, we’re teaming up with one of the world’s most iconic football clubs to bring together innovation, passion, and…