Building a Lithium Explorer with KoBold Metals | @LibraLithium
🔗 youtu.be/w0kpeL0VMRs
• New Canadian lithium stock
• CEO ex-Red Cloud analyst
• $33M earn-in deal with KoBold Metals
Today marks the day that SC6 goes above US$1,000/t in this #lithium upcycle, from the $610/t low in Jun2025. Yes this is supply-driven (CATL's Jianxiawo shutdown and maybe other lepi mines to be shut) but demand is growing >30% this year too.
It won't always go up in a straight…
$LIBR $LIBR.C #lithium
China lithium carbonate futures rise 8% after CATL suspends mine output
Libra Energy Materials, with a seasoned technical team and a major exploration alliance with KoBold Metals, is well-positioned to benefit from a forecasted lithium supply deficit…
Lucky timing. End-June I was at the #Fastmarkets Las Vegas #Lithium Conference, presenting our "Raging Bull in the China Shop" story. That turned out to be the bottom of the cycle! Key point: Lithium DEMAND from #BESS, #EV, #ElectricTrucks will be FAR higher than consensus…
🚨 Is lithium at rock bottom—or is this the moment to strike? Kobe Kushner of @LibraLithium explains why they’re going public now and how they plan to seize the moment in a down market. 🔋👷♂️
🎥 Watch the full interview now 👉 youtu.be/xCrzrq6htGE#Lithium#MiningStocks
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!
The long-awaited #lithium supply response is finally here. Still think that most forecasters are WAY underestimating demand. Still think that 2026 = deficit year. Let's rock ;)
Zijin´s Zangge (11 kMT-LCE/y) ordered to " an immediate halt to non-compliant mining"
Interesting that such a small production cut back would trigger a 4% price increase of Li2CO3 futures at the GFEX.
🤔
channelnewsasia.com/business/chine…
Should lithium exploration companies go public now or wait for a better market?
Is now the time to be a contrarian on lithium?
@LibraLithium $LIBR.CN answers.
🚨 Lithium stocks bouncing HARD off the lows:
🔋 ALB +47%
🇨🇳 1772:HK (Ganfeng) +67%
🇨🇦 PMET +57%
🇨🇱 SQM +31%
🇧🇷 SMGL +30%
10 straight green days 📈... but remember:
⚠️ The generals must lead the troops
⛏️ Still waiting on major capacity cuts
📉 After a 90% drawdown in 31…
Global sales of electric cars continue to break records 📈
In 2024, 1 in 5 cars sold worldwide was electric. In 2025, it's set to be more than 1 in 4 – with EV sales expected to exceed 20 million despite economic uncertainties
New EV Outlook from @IEA 👉 iea.li/43r7y5H
To contextualize, the #battery / #solar ratio is key. That's how many "hours" of load shift made possible. If this ratio goes to 2.0 (just two hours of load shift, vs 4.4 in this project) = 1.2TWh of batteries = 3/4 of ALL #lithium batteries produced in 2024.
To contextualize, the #battery / #solar ratio is key. That's how many "hours" of load shift made possible. If this ratio goes to 2.0 (just two hours of load shift, vs 4.4 in this project) = 1.2TWh of batteries = 3/4 of ALL #lithium batteries produced in 2024.
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