BatteryElectricStocks

All things electric

[Elon Musk @elonmusk]

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[Juan Carlos Zuleta @jczuleta]

At mkt close, average #lithium carbonate futures prices went up by 1.08%, surpassing average LC spot prices by CNY 5,225, increasing contango. Mkt sentiment is up again. This is preventing LC prices from falling. However, when to reach the true bottom is still an open question.

[BatteryElectricStocks @ElectricStocks]

MIN ASX: Mineral Resources boss Chris Ellison says downturn in lithium prices is weighing on industry https://t.co/mI8fk2Gy3v

[MacroMuscle @8lusky]

“There’s no #lithium Co's making money. We’re just battening down for the downturn 📉 … we feel like we’re dragging our feet along the bottom at the moment. So we’re just going to make sure that we throw everything off the deck, as we’ve done many times”

https://t.co/VXF3rKxFAr

[Juan Carlos Zuleta @jczuleta]

"A homogeneous cathode made of LTG0.25PSSe0.2 enables room-temperature ASLBs to achieve over 20k cycles of stable operation and a high energy density of 390 Wh/kg at the cell level."
"A strong candidate 4 commercial applications in EVs & large-scale ESS.”
https://t.co/xT1OiuHA8k

[Juan Carlos Zuleta @jczuleta]

Good news for #lithium. A 20% growth y-o-y of #lithium battery production is registered for H1 2024 in #China. This can be seen as a demand upturn to be met with more Li demand. When are cathode producers going to start to restock?

[Juan Carlos Zuleta @jczuleta]

This is superb news for #lithium. Here I am assuming that, as time passes, #BYD will have to switch back to producing more BEVs than PHEVs. Note that the Chinese company no longer produces ICE cars.
https://t.co/wdYXa79Uey

[Joe Lowry @globallithium]

You know the #lithium
world is confused when @MorganStanley has a “bullish” forecast compared with anyone. That said the @UBS commentary clearly lacks any big picture perspective. Would love to know what rate of EV growth would pass as “acceptable” to them https://t.co/HQcG0oXNCA

[Bill Ackman @BillAckman]

How can it be legal for a reporter to write a false, misleading, and libelous story based solely on one anonymous source?

[@lake_resources @lake_resources]

Lake's Chairman @CrowStu interviewed by @Finnewsnetwork on the latest regarding Lake's responsible #lithium development - watch the interview via the link! @NoosaMining $LKE $LLKKF #ASX #criticalminerals

[Robert Friedland @robert_ivanhoe]

Rewind to August 2017 when #copper hit a three-year high of $6,882/tonne. Numerous skeptics, including Codelco, predicting lower near-term prices. Would bet basically nobody would have predicted $10,000/tonne. https://t.co/erYXT33fiL

[Jay Roberge 🚀 @jmroberge]

Is the war in #Ukraine a #lithium war?

Ukraine’s deposits of lithium could be among the spoils of victory... https://t.co/yPRdkJ11uf via @YouTube

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - By 2030, the copper supply gap is projected to approach 10 million metric tons 📈
Thanks @VisualCap and @sprott for the infographic
https://t.co/OssPyjvrUF

[Juan Carlos Zuleta @jczuleta]

Except for seaborne LiOH & Australia SC6% CIF China prices which remained constant, all other #lithium chemical & ore prices fell today in the Chinese spot mkt. However, average LC futures prices rose by 5.75% surpassing average LC spot prices by CNY 6,257 resulting in contango.

[Haplo @HC_Haplo]

China hits back at West’s over-capacity claims in EVs, lithium batteries https://t.co/28Ic693HPk

[Sawyer Merritt @SawyerMerritt]

BREAKING: VW is taking a $1B stake in Rivian, and will invest another $4B to form a joint venture.

Riven stock shot up 30% after-hours on the news. The companies said they will develop "next generation" battery-powered vehicles with leading edge software. https://t.co/eVZesL2Puu

[Juan Carlos Zuleta @jczuleta]

Here we go!
@RioTinto and @BHP to test battery-electric haul trucks in the Australian Outback: https://t.co/nnLLdmPVOF.
The tests will assess the performance of batteries as well as static and dynamic (wireless?) charging systems. This will be done in 2024-2026.
#Lithium

[Howard Klein @LithiumIonBull]

Another day, another investment by a #lithium producer in 🇪🇺 hard rock.

Why does the world’s largest brine producer keep betting on #spodumene for future growth rather than other brines, DLE, clay or lepidolite?

$SQM $TLG.AX

[Joe Lowry @globallithium]

More data from 中国 on the “collapsing” battery/NEV market.

[Joe Lowry @globallithium]

Thanks for the $LAC commentary @SethGMStar1 Your ability to look at the facts rather than the current negative #lithium sentiment is appreciated.