🐂🐂 #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
#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
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 📈
#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
🔥 HOT ALERT for lithium holders 🔥
Production halt imminent! 🇨🇳 Yichun #lithium mine license renewal controversy reignites
#HeadingTowardsSpotPrice3500
Check out the source within...
🚨 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
#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
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
#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
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
#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
#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
#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
#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