Graeme @Whatsthetip

Long time investor NZ Joined March 2022

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ᴀᴍᴀʟ ɪʟʟᴇꜱɪɴɢʜᴇ @mineralsmindset

a week ago

UBS upgrades spodumene prices by 9-32%. #Lithium

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Daniel Jimenez Sch @D_Jimenez_Sch

3 weeks ago

Spodumene prices touching the USD/MT-SC6 1000. Yet Li2CO3 and LiOH price increases have been lower, pushing refiner´s margins down (negative). What to expect immediate near term? i) upward price correction for Li2CO3/LiOH or ii) downward price correction for SC6

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Graeme @Whatsthetip

4 weeks ago

And semi-solid state batteries have now made it into production.

Justin Brown @JustinCB70

4 weeks ago

And semi-solid state batteries have now made it into production.

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JLi @JaneJiguanLi

4 weeks ago

Platts reports spot market spodumene is being offered at prices between $950-1000/t on Aug 11th. Arguably front-running GFEX. #lithium $PLS $SGML $LTR $MIN $IGO $SYA

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Gigi Penna @giginator_

4 weeks ago

#lithium bloomberg.com/news/articles/…

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Green Energy Investor @GreenOriginInv

a month ago

🔋🔋LITHIUM MARKET BALANCE AND PRICE Another useful slide on the market balance and lithium price forecast. Need to keep an eye on inventories, however with strong demand SC insights forecasts a deficit in 2026. Is there any doubt anywhere that we have continued strong…

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John Raymond Hanger  @johnrhanger

a month ago

Global ICE sales peaked in 2016 at 80.47 million autos and fell to 62.05 million in 2024! They may fall below 50 million by 2028. EV sales were 1.8 million in June 2025 or ~21.6 million/yr. EV sales may be 30 million in 2028, pushing ICE below 50 million. ICE is dying!

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Carl Capolingua @CarlCapolingua

a month ago

Barrenjoey implied pricing of #ASX resources stocks based on 28-July close prices: #LITHIUM (spot: US$780/t): $IGO US$1,200/t $PLS US$1,350/t $LTR US$1,410/t #URANIUM (spot: US$71/lb): $BOE US$69/lb $PDN US$78/lb $DYL US$85/lb #RareEarths (NdPr spot: US$62.52/kg) $LYC US$79/kg

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Daniel @thelithiumminer

a month ago

Will 2026 be the new dawn for #lithium?

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Green Energy Investor @GreenOriginInv

2 months ago

🔋🔋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…

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Juan Carlos Zuleta @jczuleta

2 months ago

I wouldn't be too optimistic, especially since most of the demand shocks I have identified haven't yet taken effect, and a surge in EV demand alone won't be enough to push #lithium prices higher.

Theo Soumyaraj @TSoumyaraj

2 months ago

I wouldn't be too optimistic, especially since most of the demand shocks I have identified haven't yet taken effect, and a surge in EV demand alone won't be enough to push #lithium prices higher.

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Rob Weir @robweir2

2 months ago

When can you call an end to the current lithium bear mkt? At this pace, very soon. But not yet. $LIRC

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Green Energy Investor @GreenOriginInv

2 months ago

🔋🔋THE LITHIUM EFFECT ⚠️⚠️⚠️ Attention 🚨🚨🚨 all Investors, CEOs, Financiers, Developers, Refiners, Traders, OEMs and Automotive industry stakeholders. This latest piece by @EVCurveFuturist is ‘THE’ best article I have read to date on the past, present & future of lithium.…

OzBandit @EVCurveFuturist

2 months ago

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Daniel Jimenez Sch @D_Jimenez_Sch

2 months ago

With these prices and ranges for an EV, the speed of adoption could increase substantially outside China. Can imagen the anxiety non Chinese legacy OEMs must feel when reading this 😱 electrek.co/2025/06/30/byd…

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Green Energy Investor @GreenOriginInv

2 months ago

🔋🔋LITHIUM BATTERY CHEMISTRY An interesting chart showing the dominant growth of LFP batteries. However, moving forwards I would expect there to be a blend tilting towards LMFP. Manganese’s time under the sun is coming with companies like Euro Manganese well placed.…

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Daniel Jimenez Sch @D_Jimenez_Sch

2 months ago

"Sodium-ion batteries are and will remain more expensive on a per-energy basis than LFP-based batteries...." " ...none of the common sodium cathode materials can out-compete an LFP | Graphite cell on cost unless the price of lithium carbonate is above $44/kg" Conclusions from…

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Energy Transition Investor @usuallyYJLee

2 months ago

Spoke to a CAM manufacturer. Takes about 2.5kg LFP/kWh which works out to 0.75kg LCE/kWh. Also not much diff in this ratio between NMC and LFP because more LFP is required per kWh due to lower energy density. Many analysts using too low a number to calculate #lithium demand.

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Dr Paul Dorfman @dorfman_p

3 months ago

"It changes everything:" Plunging costs of PV and batteries mean 24-hour solar a growing reality reneweconomy.com.au/it-changes-eve…

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Matt Fernley @matt_fernley

3 months ago

A lot of people talk about China #lithium oversupply due to the growth in Chinese lepidolite output but actually - per @LithiumIonBull's comment - SQM has added more lithium supply over the past five years than Chinese lepidolite producers. shorturl.at/E8HIT