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ššVULCAN ENERGY - LITHIUM
From $VUL
Vulcan is pleased to announce it has signed a supply contract with Canadian electrochemistry company, NORAM Electrolysis Systems Inc. as the exclusive electrolysis technology supplier for the Phase One Lionheart Project (the Project).ā¦
ššLITHIUM REFINING EX-CHINA
Having lithium resources is on thing, but mastering the full supply chain with the end refined product is something else.
As we move into an age of geo-security, those companies like Vulcan Energy with a complete domestic end to end supply chainā¦
ššLITHIUM MANGANESE
$EMN is well placed in Europe to establish a secure supply of manganese for LMFP batteries in Europe.
The share price is currently at the lowest end of the price cycle.
$LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKEā¦
ššLITHIUM MANGANESE
$EMN is well placed in Europe to establish a secure supply of manganese for LMFP batteries in Europe.
The share price is currently at the lowest end of the price cycle.
$LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKEā¦
ššLITHIUM & ESS DEMAND
If you are looking for a lithium demand shock segment; look at grid integrated battery energy storage systems.
The variation in expected demand out to 2030 is around 20 lithium mines.
Source: SC Insights
$LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALBā¦
ššBMW EVs & LITHIUM
This is exactly the type of innovation and competitive tension we need to drive mass adoption.
Source: FT
$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 $GLNā¦
ššLITHIUM COST CURVE
There needs to be more action on prices to incentivize further development. Weāll see this begin to play out from 2026.
Without an increase in price weāll not get sufficient FIDs.
Source: SC Insights
$LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLXā¦
ššLITHIUMāS FINAL DANCE
I suggest you watch this interview on Fat Tail Research.
This could be your last opportunity to ride a lithium price boom.
$LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INRā¦
ššMYSTEEL LITHIUM COMMENTARY
China lithium ore inventory at the ports will need to make its way to the warehouses.
With an expected upturn in demand, the ports will need to restock.
Lithium supply-demand balancing is in motion.
The structural supply-demand rebalancing isā¦
ššLITHIUM PRICE FALSE SUMMIT
Looking at the recent improvement in the lithium price itās clearly a āwarm upā or āfalse summitā.
The market price is still not signaling a structural shift. However, it will soon enough. You aināt seen nothing yet!
Chart: SC Insights
$LIRCā¦
ššLITHIUM ION BATTERY DEMAND
Pay attention to the chart š- lithium ion batteries demand will follow.
The only way to scale in the short to medium term is solar + storage.
$LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYDā¦
ššLITHIUM ION BATTERY DEMAND
Pay attention to the chart š- lithium ion batteries demand will follow.
The only way to scale in the short to medium term is solar + storage.
$LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYDā¦
ššBANKS AND LITHIUM PRICE
For investors that have been waiting and accumulating lithium and other related mineral stocks after a deep and painful sell off - this news flow and others are obviously a positive.
Donāt be surprised if UBS and its sophisticated clients wereā¦
ššBANKS AND LITHIUM PRICE
For investors that have been waiting and accumulating lithium and other related mineral stocks after a deep and painful sell off - this news flow and others are obviously a positive.
Donāt be surprised if UBS and its sophisticated clients wereā¦
ššWIND, SOLAR, STORAGE
The energy transition is one interconnected theme and lithium-ion batteries are in the process of exponential growth.
As we get bigger and bigger wind & solar installations we will in the coming years get bigger and bigger lithium ion batteryā¦
ššWIND, SOLAR, STORAGE
The energy transition is one interconnected theme and lithium-ion batteries are in the process of exponential growth.
As we get bigger and bigger wind & solar installations we will in the coming years get bigger and bigger lithium ion batteryā¦
ššBASELOAD THINKING
Highly recommend a read and follow of @EVCurveFuturist . Make up your own minds but the demand for lithium and other battery metals is growing exponentially.
I continue to support the idea that lithium ion battery storage is a General Purpose Technologyā¦
ššBASELOAD THINKING
Highly recommend a read and follow of @EVCurveFuturist . Make up your own minds but the demand for lithium and other battery metals is growing exponentially.
I continue to support the idea that lithium ion battery storage is a General Purpose Technologyā¦
ššLITHIUM BATTERIES - TRILLION š¤
Happy weekend and a reminder of a recent prediction.
Grid scale batteries - predominantly lithium ion are the next trillion dollar business in energy. Taking off right now - reserve your seat and fasten your seatbelts.
Although the focusā¦
ššBENCHMARK LITHIUM PRICE
A slight cooling of the spot price but the fundamentals of the lithium market are going from strength to strength.
$LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBERā¦
ššENERGY TRANSITION
I have a high level of confidence that solar PV will continue to dominate additional power generation capacity shares added to our power systems.
A priori, there will be huge demand for lithium ion batteries as stationary systems to facilitate theā¦
ššENERGY TRANSITION
I have a high level of confidence that solar PV will continue to dominate additional power generation capacity shares added to our power systems.
A priori, there will be huge demand for lithium ion batteries as stationary systems to facilitate theā¦
ššCHINESE LITHIUM STOCKS
This whole set up looks very nice for the next leg up in the lithium price commodity cycle.
$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 $GLN $PMET $ABAT
ššCHINESE LITHIUM STOCKS
This whole set up looks very nice for the next leg up in the lithium price commodity cycle.
$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 $GLN $PMET $ABAT
ššLITHIUM PRICES OUTLOOK
1) Production Scheduling September will likely hit a new high
2) Energy storage remains robust
3) Continued risk of mining suspensions
Quite bullish I would say!
$LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LACā¦
ššLITHIUM PRICES OUTLOOK
1) Production Scheduling September will likely hit a new high
2) Energy storage remains robust
3) Continued risk of mining suspensions
Quite bullish I would say!
$LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LACā¦
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