Lithium Edge

Investing in the #lithium supply chain

[Lithium Edge @LithiumEdge]

Global #BESS installations are surging past previous forecasts. @rhomotion's 2025 projection of 348GWh matches the avg. 2028 forecast from publicly available data I could find.

Are we now on a trajectory to over 1TWh by 2030?
#Lithium #EnergyStorage

[Iola Hughes @RhoMoIola]

BESS installations in 2024 were over 200GWh,(BESS wholesale exceeded 300GWh). 2025 is set to be another record year, with our base scenario forecasting close to 350GWh, a y-o-y increase of over 60%. For context this is over 5x the size of the #BESS market in 2022! 📈 #battery

[Daniel Jimenez Sch @D_Jimenez_Sch]

Back from the Fastmarkets Battery Raw Materials Conference in Shanghai — the mood in the lithium market is unrecognizable from October. Optimism is real, and here's what's driving it:

Consensus is building around a coming shortage. BESS demand is accelerating and some predict it will overtake EV as the growth driver, helped by improving cycle life economics. EV growth is slowing domestically, but Chinese exports are expected to compensate.

Africa supply expansion remains a concern. Li sulfate is becoming the go-to intermediate. Sodium-ion barely came up — though above $35/kg it could start taking share.

With ~90% of global lithium demand sitting in China, this is a must-attend event for any producer or future producer. If you're not in the room, you're missing the conversation that matters.

A market in transition. #Lithium #EnergyStorage #BatterySupplyChain #Fastmarkets

[Atlantic Lithium @AtlanticLithium]

Atlantic Lithium is pleased to announce the ratification of the Mining Lease in respect of the Company’s flagship Ewoyaa Lithium Project by the Parliament of Ghana.

Ratification constitutes the Parliament of Ghana’s formal approval of the proposed Ewoyaa Lithium Mine and Processing Plant, representing a significant milestone for Ghana and Atlantic Lithium.

Read in full: https://t.co/7mqk7CmVE2.

#ALL #A11 $A11 #ALLGH #Lithium #Ghana #Mining

[Full of Resources @FullOfResources]

and just like that, the mining lease has been ratified.
@AtlanticLithium #ALL #A11

https://t.co/eMLn6mC6Ae
at 17h05 local time.

House Speaker:
"Resolution #11 of page 4..."

"the ayes have it. the resolution is accordingly adopted."

[Odekro @odekro]

#GhParliament has ratified by resolution the mining lease agreement b/n GoG & Barari DV Ghana ltd for the mining of lithium & other minerals at Mankessim. The minority voted en-bloc against the motion citing concerns of a change in original agreement as first introduced in 2024.

[Lithium Edge @LithiumEdge]

This train has now departed. #ALL Atlantic Lithium mining lease has been ratified by the parliament of #Ghana.

[Lithium Edge @LithiumEdge]

#ALL aboard! The delayed 20:24 service is about to depart.

[Lithium Edge @LithiumEdge]

#ALL aboard! The delayed 20:24 service is about to depart.

[Dirty Cash @HaggisGeorge]

LAST ORDERS AT THE ATLANTIC LITHIUM SUPER EXPRESSWAY #A11 #ALL YOU HAVE BEEN GIVEN PLENTY OF NOTICE, THE TEENS TRAIN IS AT THE STATION, NEXT STOP 20P+ DON'T LOOK A GIFT HORSE IN THE MOUTH!!!!

[Wayne Hines @WayneHines24470]

LSE CTL CleanTech Lithium

CEOL news!

https://t.co/5OjbcVwHIl

[MINING.COM @mining]

CleanTech Lithium secures 40-year operating contract in Chile https://t.co/UyEkP9KZR3

[Kodal Minerals @KodalMinerals]

Pleased to confirm receipt of first revenues from Hainan following first shipment of spodumene last month. 💰

Today we released a Bougouni Project Update including new assay results from the Boumou Prospect. #kod

Read here: https://t.co/uMdFourEmp

[Lithium Edge @LithiumEdge]

#ALL 👀
Atlantic Lithium deal withdrawn from Ghana's parliament for further consultations. https://t.co/qasX4mS8YA

[Lithium Edge @LithiumEdge]

#KOD Kodal Minerals. #Lithium explorer to producer.

Solid uptrend forming from the 5yr channel low.

[Kodal Minerals @KodalMinerals]

Our maiden shipment has departed for China!🚢

28,950t of #lithium spodumene was shipped from Port of San Pedro, Côte d'Ivoire on 30 Nov bound for the Hainan Province.

Following this, we expect to receive first revenues of https://t.co/BqJrgpVHgT$24m.

https://t.co/Jcr7rtHtoU

[Kodal Minerals @KodalMinerals]

Our maiden shipment has departed for China!🚢

28,950t of #lithium spodumene was shipped from Port of San Pedro, Côte d'Ivoire on 30 Nov bound for the Hainan Province.

Following this, we expect to receive first revenues of https://t.co/BqJrgpVHgT$24m.

https://t.co/Jcr7rtHtoU

[Kodal Minerals @KodalMinerals]

We are gearing up for 1st shipment of spodumene to China! 🚢
Transport continues to San Pedro in Cote d'Ivoire with 30Kt+ of product ready for maiden shipment to Hainan. High demand for spodumene concentrate is reflected in the strong price our product will receive. 📈

[Kodal Minerals @KodalMinerals]

Our stockpile of lithium spodumene concentrate at the port has now reached 4,500 tonnes in readiness for export to China. (2/2) #kod #aim #mining

[Kodal Minerals @KodalMinerals]

Delighted to confirm that our first trucks loaded with spodumene concentrate from Bougouni Project were successfully transported to Port of San Pedro, Côte d'Ivoire.
First trucks arrived on Monday and so far 75 trucks-loads navigated the ~900km journey in just over 5 days. (1/2).

[Energy Transition Investor @usuallyYJLee]

This is HUGE for $BESS. China announced a new plan to target 180GW of New Energy Storage by 2027, spending CNY250bn (US$35bn). Let's dig into the numbers:

According to Rho Motion: Global installed BESS = 189GW/457GWh in 2024. #China is growing its own capacity to reach the global installed base within two years!

China's National Energy Admin data: Installed BESS = 73.8 GW/168GWh in 2024. This new plan will more than double their BESS base. Also, GWh matters: the new plan will likely be 3-4 hours storage, given the current 2.3hr installed base and real-world needs, so the incremental 106GW ---> 320-420GWh of new BESS #lithium demand.

Arcane's grid-scale BESS numbers for 2025/26/27 are 260GWh, 380GWh and 520GWh. China will underpin this growth towards our decade-end target of a global 1,500 GWh BESS market. This will consume 1.1Mt LCE of #lithium, nearly equal to the entire 2024 market.

Best part for last. China tends to EXCEED their targets. Their 2021 plan was for 30GW of energy storage by this year. They hit 95GW as of Jun 2025! Better than even odds that they will surpass this 180GW "target" as well. If they exceed by 3x like they did the last target, or even "merely 2x", they'd blow my BESS forecasts out of the water...

Little aside: China will "推动沙漠、戈壁、荒漠等新能源
基地" i.e. they're going to build these in deserts, Gobi desert, etc. It'll be cheap!

[Kodal Minerals @KodalMinerals]

🚨 RNS Alert!

We are delighted to announce the export permit for spodumene concentrate produced at Bougouni Lithium Project has been granted by the Ministry of Mines.

The permit is for an initial 125,000 tonnes of spodumene concentrate. Lets go! #KOD

https://t.co/FdxuSWkbzc

[Kodal Minerals @KodalMinerals]

Mali's mining minister, Amadou Keita, visited our Bougouni #Lithium Project last week to witness the major progress onsite.
Technical issues raised by previous audits have been addressed, meaning "nothing prevents this mine from starting production".

https://t.co/3Rb1cgdgq5

[Accionista @Accionista16]

#KOD #Lithium #Litio #EV #Battery #Mining #Hainan #Mali #Bougouni #Africa #Xinmao #KMUK #UK #BMSA #batterymetals #Spodumene #GOLD #LMLB
@KodalMinerals
@BekiTake223
ORTM

"President Assimi Goita to inaugurate Mali's second lithium mine soon"

Malian Minister of Mines Amadou Keita visits LMLB mine site 31 July 2025 :

"Most of the recommendations that had been made by the technical missions have been carried out and so we think that there are still small adjustments to be made but that today there is nothing to prevent this mine from officially going into production and that it can therefore be inaugurated by the Head of State."

https://t.co/nnsnioEQgg

DYOR
GLA