James Lew

Just my views so DYOR.

[Theo Soumyaraj @TSoumyaraj]

🚨 Lithium Shock Incoming? China’s “Lithium Capital” just lit the fuse 🔥

Yichun’s lithium mica mines are heading toward a MAY SHUTDOWN ⛔ and last-minute disputes over mining rights won’t stop it, they might DELAY RESTARTS instead 😳

💥 4 key mines + 1 CATL-linked project = ~20% of China’s lithium supply at risk
💥 ~80% of lithium mica capacity impacted
💥 ~6,000 tons LCE/month about to VANISH

And here’s the twist 👇
Two miners challenged the new resource fee assessments (claiming overvaluation & unfair historical accounting) but BOTH appeals were rejected ❌

Translation:
⏳ Shutdown likely STILL happening in May
⚠️ Restart timelines could stretch into late 2026–2027

Meanwhile,
📉 Inventories already tight

This is a PERFECT STORM 🌪️ for lithium prices

📈 If supply tightens further, GFEX lithium carbonate could EXPLODE higher

🔥 Don’t be shocked if GFEX prices test ¥200,000/ton NEXT WEEK

Smart money is watching closely 👀

#Lithium #EV #BatteryMetals $LKE $LLKKF #PLS #ELV #ALB #A11 #Commodities #China #SupplyShock #CATL #EnergyTransition #Investing #Mining #Bullish #GFEX

https://t.co/2Szf0FaVpK

[Jason @JasonInAU]

#Lithium Supply Tightens - Again

Major producer cuts full-year output by 13% due to systemic site issues

With demand for #EV & #BESS surging, the lithium market is heating up 🔥

⏩️ Global lithium deficit is accelerating
@ElevraLithium $ELV $ELVR $LAC
https://t.co/ODM1avbcxH

[Jason @JasonInAU]

NEWS: Albemarle Shuts 🚫 Australia’s Leading Refiner

IMPLICATIONS: This could lead to a temporary tightening of supply & potentially DRIVING UP PRICES 🔼 for spodumene concentrates

✅️ Advantage @ElevraLithium $ELV $ELVR #NAL #Producer
https://t.co/uYOBLgosTP

[Lithium Price Bot @LithiumPriceBot]

Jan 26, 2026

#Lithium Carbonate 99.5% Min China Spot

Price: $26,027.85
1 day: $+1,505.74 (6.14%) 📈
YTD: +53.96%

#Spodumene Concentrate (6%, CIF China)

Price: $2,235.00
1 day: $+21.00 (0.95%) 📈
YTD: +44.38%

Sponsored by @LibraEnergyMats

[Lithium Price Bot @LithiumPriceBot]

Jan 23, 2026

#Lithium Carbonate 99.5% Min China Spot

Price: $24,502.78
1 day: $+931.39 (3.95%) 📈
YTD: +44.94%

#Spodumene Concentrate (6%, CIF China)

Price: $2,214.00
1 day: $+84.00 (3.94%) 📈
YTD: +43.02%

Sponsored by @LibraEnergyMats

[Lithium Price Bot @LithiumPriceBot]

Jan 22, 2026

#Lithium Carbonate 99.5% Min China Spot

Price: $23,566.66
1 day: $+859.57 (3.79%) 📈
YTD: +39.40%

#Spodumene Concentrate (6%, CIF China)

Price: $2,130.00
1 day: $+95.00 (4.67%) 📈
YTD: +37.60%

Sponsored by @LibraEnergyMats

[Lithium Price Bot @LithiumPriceBot]

Jan 21, 2026

#Lithium Carbonate 99.5% Min China Spot

Price: $22,703.83
1 day: $+859.45 (3.93%) 📈
YTD: +34.30%

#Spodumene Concentrate (6%, CIF China)

Price: $2,035.00
1 day: $+50.00 (2.52%) 📈
YTD: +31.46%

Sponsored by @LibraEnergyMats

[Jason @JasonInAU]

@ElevraLithium $elv
📢 "Just stick to the top...Elevra is SUPER CHEAP" )))))))))))))))
Tom Woolrych (1:08:00)

#Lithium #Producer #MultiAssets
#UnderValued
https://t.co/E2hGCLmL4E

[Lithium Price Bot @LithiumPriceBot]

Jan 14, 2026

#Lithium Carbonate 99.5% Min China Spot

Price: $23,302.36
1 day: $+500.36 (2.19%) 📈
YTD: +37.84%

#Spodumene Concentrate (6%, CIF China)

Price: $2,100.00
1 day: $+10.00 (0.48%) 📈
YTD: +35.66%

Sponsored by @LibraEnergyMats

[Jason @JasonInAU]

With spot prices trending higher, or at sustaining levels above $1,800, @ElevraLithium $ELV is prefectly-positioned to generate POSITIVE free cash flow...

#Lithium #Producer
#Imminent #StructuralDeficit

[Lithium Price Bot @LithiumPriceBot]

Jan 13, 2026

#Lithium Carbonate 99.5% Min China Spot

Price: $22,807.54
1 day: $+1,072.46 (4.93%) 📈
YTD: +34.91%

#Spodumene Concentrate (6%, CIF China)

Price: $2,090.00
1 day: $+110.00 (5.56%) 📈
YTD: +35.01%

Sponsored by @LibraEnergyMats

[Evan Cranston @EvanCranston]

What I find funny is why people doubt someone who’s main job in this world is to research a particular subject

@usuallyYJLee forecasting one of the largest deficits 100kt in 2026 with demand potentially more than doubling in the next 3 years! Good luck finding 1.7mt of LCE supply

Why other analysts bother trying to compete is beyond me! Ignore YJ at your peril #lithium

https://t.co/hpIvOko1Yv

[Lithium Price Bot @LithiumPriceBot]

Jan 06, 2026

#Lithium Carbonate 99.5% Min China Spot

Price: $18,211.16
1 day: $+1,142.66 (6.69%) 📈
YTD: +7.72%

#Spodumene Concentrate (6%, CIF China)

Price: $1,640.00
1 day: $+105.00 (6.84%) 📈
YTD: +5.94%

Sponsored by @LibraEnergyMats

[Lithium Price Bot @LithiumPriceBot]

Dec 26, 2025

#Lithium Carbonate 99.5% Min China Spot

Price: $15,927.69
1 day: $+996.37 (6.67%) 📈
YTD: +55.28%

#Spodumene Concentrate (6%, CIF China)

Price: $1,490.00
1 day: $+50.00 (3.47%) 📈
YTD: +82.60%

Sponsored by @LibraLithium

[Lithium Price Bot @LithiumPriceBot]

Dec 23, 2025

#Lithium Carbonate 99.5% Min China Spot

Price: $14,103.07
1 day: $+70.87 (0.51%) 📈
YTD: +37.49%

#Spodumene Concentrate (6%, CIF China)

Price: $1,404.00
1 day: $+26.00 (1.89%) 📈
YTD: +72.06%

Sponsored by @LibraLithium

[Theo Soumyaraj @TSoumyaraj]

⚡️LITHIUM SURGE ALERT: THE CLIMB HAS BEGUN! ⚡️

Battery-grade lithium carbonate spot price just jumped again, now at $13,151/mt and racing toward that $14,000 mark 🚀🔋.

At this pace, some junior miners might finally hit their incentive price by early to mid next year.

The supply squeeze + EV/BESS momentum = a runaway rocket with fresh fuel 📈🔥

If this trend holds, 2026 could be the comeback year for lithium producers. Buckle up, momentum is building fast.

#Lithium #EVRevolution #BatteryMetals #Commodities #MiningStocks $LKE $LLKKF #ALB #ELV #PLS #A11 #CleanEnergy #LithiumMarket #PriceSurge #14kLoading 🚀🔋📈

[Juan Carlos Zuleta @jczuleta]

As of today, the #lithium carbonate spot price (in $) continued its upward trend for the 9th consecutive day, in the presence of a strong positive movement in Li2CO3 futures prices, increasing by 4-5%. If maintained, this trend will allow us to call a new bottom in another 48 hrs

[Joe Lowry @globallithium]

As many people are now aware, @GanfengOfficial’s founder Li Liangbin doubled down publicly on bullish demand comments. He believes the market could be short next year and that prices may run well beyond the incentive price. DYOR - you can find his remarks here: https://t.co/Iem1hIAYo4

[Carl Capolingua @CarlCapolingua]

MONSTER session #LITHIUM closes LIMIT UP +9% 🔥
🔍 Close on session high > 87410-91460 suppy zone = 💪💪
🔍 Next supply zone = 97210, then 106610
🔍 Full Technical analysis in ChartWatch 👉 https://t.co/8BUX0g3ers 👈💯

[Energy Transition Investor @usuallyYJLee]

Well isn't this interesting? CNY 92k = US$ 11.5k ex-China VAT. Is the #lithium narrative from the brokers going to change now from "oversupply into 2028-2030" to "a possible deficit is now building"?

I hold onto my view - that we head into a deficit in 2026. BESS is huge. Even EVs should grow faster than analysts think given their super low pricing. Countries are moving up the S-curve fast.

Enjoy the ride, folks!