Kevin Wang

持续分享新能源电力行业信息

[Kevin Wang @KevinWa902929]

#Lithium
We’re going into inventory build

[Kevin Wang @KevinWa902929]

In October 2026, 22 lithium-battery-related projects across China announced progress including signing ceremonies, commissioning and environmental impact assessment (EIA) approvals, with a total planned investment of approximately 64.744 billion yuan.

[Kevin Wang @KevinWa902929]

#lithium
Termination of sodium battery business is bullish for lithium batteries

[Kevin Wang @KevinWa902929]

@davidwu656 new post picture

[Kevin Wang @KevinWa902929]

#lithium
JXW’s resumption of production has been approved. Unfortunately, other regions in China may follow suit. How can we break this deadlock?

[Kevin Wang @KevinWa902929]

@ZLiren73775 一直在做预期引导，从未停止，锂矿石2/3在国外，能拯救多头的还要看外国友人，希望外国政府提高对战略资源的重视，停止开采成本的锂矿

[Kevin Wang @KevinWa902929]

#lithium LCE想要涨还要靠黑哥啊,

津巴布韦环境管理局（EMA）以扬尘排放为由，向Sa­bi St­ar矿和Gw­a­n­da Li­t­h­i­um矿下达环保令（EPO），要求两座矿山暂停指定生产区域内特定路线上的重卡运输，直到矿方提交完整的扬尘管理方案并获批准、整改措施落实达到EMA要求为止。

[Kevin Wang @KevinWa902929]

@davidwu656 @Stephen_L11 @WayneHines24470 @ZLiren73775 增加就业？你太看得起他们了，我问了下ai，如果其他矿也这样搞满产的话，大概是解决就业2000多人，税收大概30亿左右为了让他们多贪一点

[Kevin Wang @KevinWa902929]

#lithium
LCE has hit 80k. How are the shorts not getting crushed?

[Kevin Wang @KevinWa902929]

@ZLiren73775 主要还是地方财政税收，唉，一堆人在那分析一年。结果就是上面一句话的事，蛮可笑的

[Kevin Wang @KevinWa902929]

@tamex200 this time much confirmed

[Kevin Wang @KevinWa902929]

#lithium It looks like JXW is really set to resume production this time, using the prior mining license.

[Kevin Wang @KevinWa902929]

@ZLiren73775 @471777529 确实啊，不知道能在10w这个位置呆多久？

[Kevin Wang @KevinWa902929]

@ZLiren73775 要看一季度电池厂同比排产了

[Kevin Wang @KevinWa902929]

#lithium
Inventory destocking slows, destocking remains.LCE has capitulated

[Kevin Wang @KevinWa902929]

#lithium
EFCC Arrests 14 Chinese Nationals in Nigeria for Illegal Lithium Processing

[Kevin Wang @KevinWa902929]

#Lithium
Lithium carbonate warrants drop below 20kt

[Kevin Wang @KevinWa902929]

#Lithium
the rumors JXW is set to resume production in early November, and lithium salt plants have been notified to get prepared

[Kevin Wang @KevinWa902929]

#Lithium full part,https://t.co/vu2RqRW1Bv

[Kevin Wang @KevinWa902929]

#lithum This is the September discussion forum on LCE featuring senior executives from China’s lithium mining sector, sharing their perspectives on LCE. You can download and use AI for text or voice translation. This is Part 1:https://t.co/h210XeJGwr