Juan Carlos Zuleta
@jczuleta
Lithium Economics Analyst. Writes extensively on lithium resources, lithium batteries, and electric vehicles on http://Seekingalpha.com
Big Four #Lithium Stocks and Spot Lithium Prices - Why I Am Bullish on #SQM: seekingalpha.com/article/466053… See my latest article published today on Seeking Alpha.
At market close today, the most-traded #lithium carbonate futures contract ($LC2509) rose by 7.99%, surpassing the 80k/mt mark and reaching CNY 80,520/mt, its highest level since January 17, 2025. Stay tuned for further details.

I am confident that not all industrial companies will be willing to build two factories, which means there will be some potential for outsourcing. As a result, independent data centers will emerge that could serve different companies for their AI and, eventually, QC needs.
🚨JENSEN HUANG: "Elon has a giant AI factory. Tesla has two factories. He was very early in recognizing he needs to have an AI factory to sustain his cars as he's got AIs in the cars. Every industrial company will be an AI company or you're not going to be an industrial company."
At midday today, the most-traded #lithium carbonate futures contract ($LC2509) rose by 7.94%, surpassing the 80k/mt mark and reaching its highest level since January 17, 2025.

Thank you so much for your comment. I appreciate it. #Lithium
🔋🔋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,…
In 3 comments on one of my latest posts, GROK, 1) is as surprised as I am at the recent surge in #lithium carbonate futures; 2) wonders if this might signify the end of oversupply in China; & points to grid-scale battery projects as responsible for outpacing current supply chains

Is this the end of cheap labor and, consequently, migration? What's next? #Lithium
🇨🇳 China is showing the world why we don't need cheap labor for our agriculture
As expected, following the futures rally today, the stocks of Tianqi & Ganfeng skyrocketed with rises of 10% & 8%, respectively. Meanwhile, past middday, SQM & ALB's stocks were up 4.3% & 5.3%.




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!

Except for the seaborne #lithium hydroxide price, which remained unchanged, all other Li chemical & ore prices rose today in the Chinese spot market. Prior to the futures rally, the Li2CO3-LiOH price gap fell to $1,399, though a level still higher than that 3 days ago.


#Argentina: #Lithium mining company lays off dozens of workers in Jujuy "The 80 layoffs to date are, in fact, a way to reduce costs and maximize production (and, of course, profits). They will continue to produce the same (or more) with fewer employees." laizquierdadiario.com/Minera-de-liti…
Zimbabwe exported 586,197mt of SC between Jan & Jun, compared to 451,824mt during the same period last year, according to statistics from the Minerals Marketing Corporation of Zimbabwe: reuters.com/world/africa/z… ZIM produces 3 types of SC. A proxy for LCE in H1 25 would be 58kmt.
Instant News: After a rough start today, #lithium carbonate futures prices are climbing in China as we approach midday. The futures market is becoming more volatile as time goes on. Check out the behavior of the most-traded futures contract.

As of today, the #lithium carbonate price (in $) has increased or remained constant for 23 days, reaching $9,842/mt, an 18.2% rise. Consequently, over the last 22 days, the stock prices of $SQM, $ALB, Tianqi, & Ganfeng have increased by 20%, 36%, 21%, & 14%, respectively.

#Silver is booming, largely due to solar, which will also drive #lithium. mining.com/web/graphic-si…
Let's hope so. It would be a game-changer. #Lithium
🚨BREAKING: Tesla’s cheaper car is REAL 👀 • First builds started in June 2025 • Mass production set for late 2025 The $25K Tesla is getting real.
Can anyone doubt the days of oil are numbered? #Lithium
⚡️EU power is becoming less and less reliant on fossil fuels EU countries with the largest fall in fossil share (2004 vs. 2024): 🇩🇰Denmark: 76% → 12% 🏆 🇵🇹Portugal: 73% → 15% 🇳🇱The Netherlands: 91% → 46% 🇮🇪Ireland: 95% → 55% 🇬🇷Greece: 90% → 50% 🇫🇮Finland: 44% → 5%
Chinese #lithium carbonate futures rule $SQM & $ALB's stocks. After their recent fall, the stocks of those companies collapsed. Can we expect a decline in spot prices tomorrow? Most likely. But we'll have to wait another day to call the end of the current bottom.



Unfortunately, not all is rosy. At market close today, the average #lithium carbonate futures price declined by 4.08% - the lowest % change since March 20, 2025 - surpassing the average LC spot price by CNY 1,092, decreasing contango to almost one-fifth of yesterday's value.
