Rob Weir
@robweir2
VP Corp Dev @ LIRC:TSX. Ex Head of S&T for Stifel Canada. Former Queens Gael 1991-1995. 1992 Vanier Cup Champion. 1996 Grey Cup Champion. Flight Club 7v7. $LIRC
China’s critical mineral grab accelerates - Patriot’s massive caesium (Cesium) find puts Quebec in the crosshairs $PMET $PMT Ken Brinsden explaining the multi-commodity, critical minerals story at Patriot's Shaakichiuwaanaan Property (Corvette) kitco.com/opinion/invest…
The Q4 E-Tron and Q6 E-Tron helped Audi boost its EV sales numbers by over 30%. Can it keep this momentum going? insideevs.com/news/767170/au…
Lithium is showing signs of recovery Spodumene up ~30% since June, driven by China supply disruptions and lower Australian output $MIN and $PLS, two of the most shorted ASX stocks, are up over 50% afr.com/markets/commod…
🔋🔋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
EU fossil fuel share is collapsing. Coal, oil + gas. Top drops from 2004 → 2024: 🇩🇰 Denmark: 76% → 12% 🏆 🇵🇹 Portugal: 73% → 15% 🇳🇱 Netherlands: 91% → 46% 🇮🇪 Ireland: 95% → 55% 🇬🇷 Greece: 90% → 50% 🇫🇮 Finland: 44% → 5% Batteries to follow #Lithium #LFP #EnergyTransition
#Argentina rejects an investment to be made by #Ganfeng under the Incentive Regime for Large Investments (RIGI, in Spanish) for the #Mariana Project: pagina12.com.ar/844594-la-naci… China-US geopolitical tensions may be 1 of the reasons. Is the US starting to look South for #lithium?
The recovery of both spodumene & lepidolite concentrate prices has been crucial for the recent bottom & rebound in lithium carbonate prices. This is at the core of my explanation of how bottoms & rebounds occur in the #lithium market. See my recent piece seekingalpha.com/article/475894…
SC6 prices up 35% in past six weeks. Canaccord the first to call the recovery (see excerpt below).
Things are occurring at a much faster pace than most PRAs believe. #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 #spodumene has cracked the USD800 mark with a faster growth trajectory! $PLS $LTR $PMT $CXO $SYA $MIN
BYD SOLD 322,846 VEHICLES IN FEBRUARY 2025, INCREASED BY 164% Y/Y, PASSENGER CARS SALES UP 161.4% Y/Y. #CHINA #NEV #EV #BYD $BYD
China lithium futures rise 8% to hit six-month high mining.com/web/china-lith…
The release of @Q2Metals' Exploration Target for the Cisco project puts it squarely at the top table in terms of hard rock #Lithium projects worldwide. Q2 published an ET of 215-329Mt @ 1.0-1.38% Li2O. While not a resource, the magnitude of the estimate suggests that this could…
Canaccord Genuity provided a bullish update on the lithium market and outlook for lithium equities. The key takeaways are: 🔋Surging demand coming from mainly EVs with Global EV sales YTD up 30% YoY 🪨SC6 prices rebounding from a bottom of $610/t up currently ~30% to $800/t…
🔋🔋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…
“History Doesn't Repeat Itself, but It Often Rhymes” – Mark Twain
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!