Jason

[Jason @JasonInAU]

🔥 HUGE #Lithium News 🔥
Lithium market to enter deficit until 2035, says Canaccord

STARTING FROM: ",,,material market deficit starting in 2026"

#BULLISH 🚀🚀🚀

Advantage Lithium Producer
➡️ @ElevraLithium $ELV $ELVR #NAL

#EV #BESS #AEM $LAC $LAR
https://t.co/yEb5oKJ7Qd

[Jason @JasonInAU]

🐂🐂 #Bullish #Lithium Forecast

🔥🔥 #Citi has added fuel to the fire burning beneath the ASX lithium sector by forecasting spodumene concentrate prices could take-off to US$4,200/t over the next three months 🔥🔥

@ElevraLithium $ELV $ELVR $LAC
#EV #BESS
https://t.co/MSxfoSScI9

[Jason @JasonInAU]

Understanding #Lithium Demand
🔋#Battery Storage Boom Is Accelerating ((((( Faster ))))) Than #EVs

📈 Higher demand from grid-scale & behind-the-meter storage projects pushes lithium prices upward 🔥

Cash-generating operations
➡️ @ElevraLithium $ELV
https://t.co/8xXFpw9vYp

[Jason @JasonInAU]

#ICYMI
CATL’s Jiangxi tailings pond over the weekend — severe pollution spotted ✅ Market now pricing in extended mine downtime
📈 For producer like @ElevraLithium $ELV, this is massive. Less supply + growing #EV & #BESS demand = #Bullish tailwind
🔋 Ride the #lithium supercycle

[Jason @JasonInAU]

#Lithium Price Prediction

➡️ ➡️ $3,000 lithium spot price this week…any takers?

@ElevraLithium $ELV $ELVR $LAC
#EV #BESS

[Lithium Price Bot @LithiumPriceBot]

May 11, 2026

#Lithium Carbonate 99.5% Min China Spot

Price: $28,594.65
1 day: $+183.06 (+0.64%) 📈
YTD: +69.15%

#Spodumene Concentrate (6%, CIF China)

Price: $2,846.00
1 day: $+54.00 (+1.93%) 📈
YTD: +83.85%

Sponsored by @LibraEnergyMats

[Jason @JasonInAU]

EXCELLENT MOVE BY @ElevraLithium $ELV $ELVR

💰 ELV sells Ewoyaa for ~US$71M → cash windfall 💲💲💲
🌎 Focus on North American #lithium growth #NAL #Moblan
🔧 Simplifies portfolio, cuts JV complexity
💪🏼 Stronger balance sheet, near-term dev = leading NA lithium play 📈

[ElevraLithium @ElevraLithium]

#ASXAnnouncement Elevra is pleased to announce that it has entered into an agreement to sell its interest in the Ewoyaa Lithium Project in Ghana to Zhejiang Huayou Cobalt Co, Ltd. https://t.co/yszORgHieO

[Jason @JasonInAU]

#Lithium News
Albemarle's $ALB profit FAR EXCEEDS EXPECTATIONS as lithium prices rebound 👏

🚗 #EV adoption GROWS
🤖 #Robotics RISES
🔋 #BESS UP
🛠 #CriticalMinerals demand UP
💚 #Lithium prices UP

Advantage Lithium Producer
➡️ @ElevraLithium $ELV $ELVR
https://t.co/cxGBvaw0rQ

[Jason @JasonInAU]

🔥 HOT ALERT for lithium holders 🔥
Production halt imminent! 🇨🇳 Yichun #lithium mine license renewal controversy reignites

#HeadingTowardsSpotPrice3500

Check out the source within...

[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 News
China's Lithium Spot & Futures Prices
📈 CONTINUE TO RISE 📈

➡️ Led by expectations of tightening raw material supply & higher downstream demand in China, China-based market sources

#LithiumBoom 💥

@ElevraLithium $ELV $LAC #EV #BESS
https://t.co/5C19NbnOHR

[Jason @JasonInAU]

In 🇸🇬#Singapore - the WORLD’S MOST EXPENSIVE CAR OWNERSHIP - EVs now make up 60% of new registrations

When the world’s priciest car market is going #EV - watch the rest of the world follow suit

📈Surging demand for #Lithium continues
@ElevraLithium $ELV
https://t.co/JseBpOypry

[Jason @JasonInAU]

🔋#Battery Makers Race to Cut Charging Times UNDER 10MINS

If #EV sales accelerate, the cumulative #lithium demand rises sharply, potentially tightening supply

🔥 This could push prices higher, benefiting upstream producers
@ElevraLithium $ELV $ELVR
$LAC
https://t.co/u1VTLpTtkP

[Jason @JasonInAU]

#Lithium News:
🔥 Spot Price Pops OVER $2,500 🔥

#JustGettingStarted

PRODUCERS REJOICE 💚
➡️ @ElevraLithium $ELV $ELVR

#EV #BESS $LAC $LAR

[Lithium Price Bot @LithiumPriceBot]

Apr 27, 2026

#Lithium Carbonate 99.5% Min China Spot

Price: $25,709.95
1 day: $+438.24 (+1.73%) 📈
YTD: +52.08%

#Spodumene Concentrate (6%, CIF China)

Price: $2,507.00
1 day: $+38.00 (+1.54%) 📈
YTD: +61.95%

Sponsored by @LibraEnergyMats

[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]

North America’s 《 ONLY 》 End-to-End #Lithium Powerhouse
➡️ From Mine to Lithium Processing

@ElevraLithium Mines ⛏️ + @MangroveLithium Refines 🏭 = Unlocking Major Economic Opportunity💰 & Advancing the #Lithium Value Chain🔋🚀

$ELV $ELVR #NAL #EV #BESS
https://t.co/KXcdUCbaFT

[Jason @JasonInAU]

#Lithium News
"the sector is deepening and broadening demand and strong tailwinds for lithium operators"

>>>Tight<<< SUPPY ⛏️ - Deepening & Broadening DEMAND 📈 =
🔥 LITHIUM DEFICIT LOOMING 2026

$PLS $EV #BESS #EMobility
@ElevraLithium $ELV $ELVR $LAC
https://t.co/Ru8018W6rg

[Jason @JasonInAU]

#Lithium News (23 April)

📢 LAST LINE MATTERS )))))))
"The #lithium prices are likely to hover HIGH IN THE NEAR TERM, with FURTHER HIKES EXPECTED IN THE LONGER TERM"

🔁 REPEAT "FURTHER HIKES EXPECTED IN THE LONGER TERM"

@ElevraLithium $ELV $ELVR #NAL
#EV #BESS #AEM $LAC $LAR

[Jason @JasonInAU]

💥 #Lithium News: Lithium Enters “Cycle 3.0” as Demand Drivers Shift

"VERY EARLY innings of the NEXT LEG UPPPPPPP” 🚀

#AreYouReady

✳️ @ElevraLithium $ELV $ELVR $LAC
#EV #BESS #Batteries #AEM
https://t.co/Win01gU1tk

[Jason @JasonInAU]

#Lithium News:
Common narrative these days
"lithium is heading back towards a deficit..."

💚 “We think LITHIUM STRUCTURALLY IS A WINNER ” 🚀

#ReRate #Imminent

Argonaut’s Stock Pick of the Month
➡️ @ElevraLithium $ELV $ELVR

$LAC #EV #BESS #AI #AEM
https://t.co/rbXog3m8Vb

[Jason @JasonInAU]

#Lithium News: Morgan Stanley is now modelling an 80,000 tonne lithium carbonate equivalent (LCE) DEFICIT IN THE LITHIUM MARKET FOR 2026

✳️ Macquarie’s top lithium sector picks are OUTPERFORM-RATED $PLS, $IGO & @ElevraLithium $ELV $ELVR

#EV #BESS $LAC
https://t.co/ejp4caBW56

[Jason @JasonInAU]

#Lithium News: #CATL to invest US$4.4B in mining arm to secure #EV #battery supply chain

➡️ Implications: Tightens supply for others and can push prices higher

#Lithium prices are only heading one way.......UP. ⚡🔋

@ElevraLithium $ELV $ELVR $LAC
#BESS https://t.co/Ka18sRw6Fh