Farquarson🦇

Market watcher and all views are my Advice given.

[Strategic Minerals PLC @StrategicMnrls]

#SML continues to advance the Redmoor #Tungsten #Tin #Copper Project supported by strong financials and operational progress across the portfolio.

🔹 Redmoor PFS drilling progressing well
🔹 New Caterpillar D6 boosts Cobre ops
🔹 Leigh Creek discussions advancing

[Baron Investments @baroninvestment]

And a strong bull case for TUNGSTEN WEST in this recent audio clip from @ZeusCapital . At just 7 minutes long, a recommended listen if you’re interested in this stock and the metal -
https://t.co/K3U5gYdq4i

#TUN

[Matt Fernley @matt_fernley]

Lithium has been trading in a range for most of this year. Is this finally a breakout on the GFEX? It's a seasonally strong time of the year for lithium demand so it could very well be the next leg up in this cycle.

[𝙏𝙊𝙍𝙊 @Toro_AIM]

Whilst waiting for ratification, agreement of FID and at the same time churning through the Longstate shares, Atlantic Lithium #ALL $A11 has fallen so far behind its peers that it will need a 200% rise just to catch up with the new lithium bull market. I suspect that we only have a couple of weeks max before we enter the next phase and hopefully we are getting close to the endgame 🤞

[Lithium Price Bot @LithiumPriceBot]

May 06, 2026

#Lithium Carbonate 99.5% Min China Spot

Price: $27,417.49
1 day: $+1,535.38 (+5.93%) 📈
YTD: +62.18%

#Spodumene Concentrate (6%, CIF China)

Price: $2,730.00
1 day: $+190.00 (+7.48%) 📈
YTD: +76.36%

Sponsored by @LibraEnergyMats

[ThinkerCar @thinkercar]

A large batch of BYD flash charging piles and flash charging energy storage cabinets has rolled off the production line, including units packaged and ready for shipment to Germany.
#BYD #FlashCharging #GermanyEV #EnergyStorage

[Farquarson🦇 @Macf11965]

@LithiumPriceBot @LibraEnergyMats That was yesterday

[𝙏𝙊𝙍𝙊 @Toro_AIM]

Canaccord 43p spec buy rating #ALL

Currently 16p

Research note also suggests that a funding alternative to Elevra would be "accretive to valuation". My calculations 100% agree

[PoggioD’Oro @PoggiodOro]

European Lithium linked with a ~US$1.2bn t/o raises the question:
What is Atlantic Lithium worth?
✅ 36.8Mt @ 1.24% Li₂O
✅ 25.6Mt Ore Reserve
✅ Mining Lease ratified
✅ Near-port infrastructure
✅ Clear route to production
The disconnect looks striking.
#ALL #A11 #lithium

[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

[lithiumforum @lithiumforum]

Lithium market to enter deficit until 2035, says Canaccord. Prices are going to increase further. We will already see a very strong 2026 for the #lithium industry. Shares of producers jumped already, near-term producers will follow.
#Battery $RCK
https://t.co/PFOvfqIop8

[Assaad Razzouk @AssaadRazzouk]

In 2025, EVs displaced 1.8m barrels of oil every single day. That’s 13% of total US crude production just wiped out by electrons - while EV sales just smashed through 25% of the global market

It’s an extinction event for the petrol engine and the toxic industry that fuels it

[KEvB @Trisseswe]

Higher target prices from now. Weird to downgrade on risk factor POST permits 😂

#ALL TP: 43 from 37.

[𝙏𝙊𝙍𝙊 @Toro_AIM]

Whilst we await news of next steps for Atlantic Lithium #ALL $A11, here's why the Ewoyaa Lithium Project in Ghana 🇬🇭 is world class:
✅ Market Cap $171m USD
✅ $10bn USD LoM Revenue (@$2400 spod)
✅ DFS 36.8Mt @ 1.24% Li02
✅ 29.8Mt measured and indicated
✅ 5.5% Spodumene Concentrate
✅ 168,000m of drilling completed
✅ Potential 100Mt from Ghana portfolio (huge exploration upside)
✅ High purity, coarse grain
✅ Simple flowsheet, DMS only
✅ Sought after, QUALITY product
✅ Low OPEX (AISC $675)
✅ Will be a 🌏 Top 10 producer
✅ Close to port, tarmac roads & power (low costl
✅ Low strip ratio
✅ 3 Takeover Offers >33p (>$300m)
✅ Currently 15.7p
✅ Fully permitted
✅ 800m shares in issue
��� Strong shareholder base
✅ Management heavily invested
✅ Top 20 shareholders own 65%
✅ SA Mining giant Assore hold ~30%
✅ Safe jurisdiction (now all the political antics are settled!)
✅ Ghana Wealth Fund have invested $5m
✅ Wealth Fund plan to invest a further $28m
✅ Ghana Pension Funds recently invested $5m
✅ CEO is ex GM of Mt Cattlin Lithium
✅ Strategic listing on Ghana Stock Exchange
✅ Further upside from Cote d'Ivoire lithium licences
☑️ Funding to be finalised (there's plenty of cash flying around for such an exceptional project)

[Theo Soumyaraj @TSoumyaraj]

🚀🐂 LITHIUM BULL IS HERE 🐂🚀

📊 The narrative is changing FAST

⚡ Lithium prices rebounding hard
⚡ Stocks ripping higher
⚡ Demand SURGING globally

💥 EV + battery demand driving a MAJOR comeback
💥 Lithium demand expected to jump 15–40% in 2026
💥 Prices already up BIG with supply tightening

⛏️ And here’s the kicker…

🚨 SUPPLY DEFICIT INCOMING
📉 Market flipping from surplus ➡️ shortage by 2026
📊 Potential deficit up to 150,000 tonnes

🌍 Energy transition = NON-NEGOTIABLE
🔋 EVs + grid storage dominating demand
📈 Lithium demand locked in for DECADES

🇦🇷 Argentina = strategic GOLDMINE
🌎 Lithium Triangle = lowest-cost, highest-quality brine
🔑 Critical to global supply security

💡 Translation:
More demand + slower supply = 🚀 PRICE PRESSURE

🐂 Smart money positioning EARLY

🚀 2026 = YEAR OF LITHIUM

💎 Massive re-rating cycle loading

#Lithium #LKE #ASX #EV $LKE $LLKKF #ALB #PLS #ELV #A11 #BatteryMetals #CleanEnergy #Argentina #LithiumTriangle #Commodities #Investing #Stocks #BullMarket 🔋🚀💰

[Lithium Price Bot @LithiumPriceBot]

Apr 23, 2026

#Lithium Carbonate 99.5% Min China Spot

Price: $25,262.11
1 day: $+292.05 (+1.17%) 📈
YTD: +49.43%

#Spodumene Concentrate (6%, CIF China)

Price: $2,465.00
1 day: $+10.00 (+0.41%) 📈
YTD: +59.24%

Sponsored by @LibraEnergyMats

[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

[Ernest Scheyder @ErnestScheyder]

Canaccord expects lithium markets to slip into deficit this year and remain there until at least 2035, calls for "significant investment in new supply"

[Chris Meder @EVCurveFuturist]

Spain is crushing it ⚡🇪🇸

Solar is delivering the equivalent of 27 nuclear plants during the day. Pumped hydro stores ~3 nuclear plants worth. Batteries already stepping in.

This isn’t a generation problem anymore. It’s storage scale.

Energy scarcity → energy timing. #BESS

[Dwayne Sparkes @sparkes_dwayne]

Some random thoughts on some of the latest lithium news as a I sip my morning coffee.

CATL has brought in Chen Zinghe from Zijin as an advisor for it’s mining division. It’s basically CATL saying they are worried that they can’t find enough lithium to meet their massive growth. It’s impressive how fast CATL has grown and you’ve got to applaud the company.

However, I think they are leaving it a bit late as I touched on in an old post of mine (link below). I think they’ve underestimated just how difficult it is to find lithium deposits. Economical lithium deposits are rare and very hard to find. They could go years and find nothing. Zijin doesn’t have a great track record at finding deposits, which is rightly so, they are after all miners, not explorers.

And it’s not just Zijin. What was the last deposit that RIO found? Or BHP? Or FMG? The majors are terrible at exploration, despite the fact they have very large exploration budgets. Exploration isn’t just about having a big budget. A geologist working for a major for a wage in a cookie cutter position is going to be less hungry to find something than a prospector working for themselves for 0 dollars and funding early exploration themselves. Projects are largely found by individuals, they then get passed into exploration companies, which then get taken out by miners.

Basically every (~90%) current lithium mine and the majority of lithium resources (excluding a lot of the Canadian plays) have been mapped and known about for a 100+ years. Most of them were old tin and tantalum mines.

Adover, Kathleen Valley, Pilgangoora, Tabba Tabba, Bikitia, Manono, Greenbushes, Mt Marion, etc. were all discovered over 60 years ago, largely by individual prospectors.

During the last lithium boom, if you wanted to find lithium, you toggled on/georeferenced the occurrences of old tin and tantalum workings, pegged the ground, and explored off that. Those days are done. Those are our current lithium mines and resources.

So 100 + years of mapping and exploring has found the current mines and resources and we are still in a lithium deficit (spod currently at ~$US2400). I agree with @usuallyYJLee , there isn’t enough mapped lithium around to meet his 2030 bull case. Literally all of the Canadian plays would need to come online. So naturally sodium and other battery types will take a portion of the market for this fact alone.

Zijin aren’t explorers. They are miners. Huge difference. A lot of countries don’t understand exploration. The idea of putting capital into what could be seen as a gamble is something they don’t get. They are happy to pay a premium for a nice resource, but the idea of spending a fraction of what they pay for a resource on a “gamble” seems silly.

I personally think Zijin (and any major) will struggle to find more greenfields lithium. All the easy low hanging fruit deposits are gone. It’s now largely a drilling under cover game. Once you’ve dusted your first 4-5million on drilling, you start to think maybe it’s just easier to buy these things for a premium. Problem is there aren't really many options available. Exploration for lithium has been on a halt for several years and despite spod at a very healthy price of ~US$2400, it still hasn't picked up yet. Better get exploring soon or big trouble.

To finish, on a side note, $PLS just hit an all time high! Cheers for reading!