$PLTR
I had the honor of having Palantir CEO Alex Karp on my stream this weekend at AIPCon 8.
I have been covering the company for the past 5 years, making videos and writing articles about what I thought the company could become.
During that time, an incredible community was…
BREAKING: California Governor Gavin Newsom has officially requested that President Trump withdraw the National Guard from Los Angeles and hand control back to the state.
BREAKING: Secretary of State Marco Rubio announced that the Trump administration is officially canceling 83% of the programs at USAID, stating that the contracts now canceled spent tens of billions of dollars in ways that did not serve (and in some cases even harmed) the core…
Lithium is a critical transition mineral with 3x supply needed in 5 years, but most of the industry is underwater now. Sounds like opportunity?
I wrote a 10-page primer covering the basics, cycle dynamics, cost curve, and players. $SQM $ALB $ALTM
Here's the main thesis (cont.)
$IGO @IGO_Difference It appears to me that Tianqi is taking advantage of $IGOs management who have limited experience in #lithium refining. I wouldn't be surprised if Tianqi drags $IGO down into unsustainable debt levels and seeks to buyout Greenbushes on the…
#lithium: As volatility somewhat settled last quarter, Platts assessed SC6 price demonstrated great accuracy on offtake formulas [#1]
$PLS $IGO $LTR $MIN
$SYA [#2]: rough speculation on breakeven pricing, and why inheriting $PLL's offtakes through NewCo might be crucial.
At Berkeley Advisory, we religiously use a proprietary model called the "Dirty Thirty" to assess companies' performance. $MIN hit 19 out of 30 red flags across strategy, operations, finance, reputation and investor relations.
It will be an interesting ride for $MIN.AX…
China 🇨🇳 will continue to rely on WA Australian 🇦🇺 hard-rock #lithium in 2025.
Chile 🇨🇱 also. And Argentina 🇦🇷 to a lesser extent.
Supply coming from Africa, especially 🇿🇼 is worth monitoring!
Another one bites the dust #lithium
EU lithium supply chain is HIGHLY unlikely to develop in the medium term. And I also don't think a USA parallel supply chain will work without IRA subsidies.
CATL thinks ESS market could be 10x larger than EV market.
In an interview with Reuters, the founder and CEO of CATL, Robin Zheng commented that the business of developing and managing “zero carbon” electric grids could be “ten times” larger than supplying electric-vehicle…
As anticipated, the Federal Reserve has implemented a 25 basis point reduction in interest rates today.
However, the central bank omitted the language from its September statement, indicating that it had "gained greater confidence" in inflation’s progress toward the 2% target.…
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