Stek

[Zinnwald Lithium Plc @ZinnwaldLithium]

Europe is scaling cathode & anode material production fast. But without local LiOH, growth hits a bottleneck.

#ZNWD’s integrated LiOH project in Germany aims to be a key upstream piece enabling secure, regional supply for the next wave of battery materials.

Image: Battery-News

[lithiumforum @lithiumforum]

Speed is now of the essence. The #EU still has the chance to establish its own regional #battery supply chain. At @RockTechLithium we are working hard to make this happen and to be an integral part of that chain.
#lithium #Guben #Brandenburg $RCK
https://t.co/NA4KP1pZ5u

[lithiumforum @lithiumforum]

We are by now in most operational cost aspects price competitive with Chinese players in the #lithium industry - except for the energy prices. This power price support is a very positive and needed decision!
$RCK #Battery #Guben @RockTechLithium
https://t.co/fnkz3Tv1iI

[lithiumforum @lithiumforum]

$RCK is Strategic Project @EU_Commission Critical Raw Materials Act! To break the EU's reliance on China for critical materials, the EU will put forward a "RESourceEU" plan that "must match the scale of the risks we face". That is needed urgently! @Lithium
https://t.co/mQaQ24PjOr

[Zinnwald Lithium Plc @ZinnwaldLithium]

Germany is a powerhouse in battery cell production as highlighted by @BatteryDe – which means our integrated project is exceptionally well-positioned to supply LiOH directly into fast-growing end markets: https://t.co/0zUlfOwrb6

[Zinnwald Lithium Plc @ZinnwaldLithium]

Our LiOH project in Germany is a cornerstone of Europe’s Electric Stack - securing critical battery materials at home, not abroad. As this essay explains https://t.co/FCX3Vok8sX, building this capacity is vital for Europe’s sovereignty, energy transition & competitiveness.

[lithiumforum @lithiumforum]

Showdown: This years #IAA brings new, decisive models for EU carmakers. Mercedes new electric SUV is a critical test of whether the German manufacturer can bring its customers along in the transition to #EVs
I think so - as EV offer many advantages.
https://t.co/s6EwqLsOvR

[lithiumforum @lithiumforum]

Finally we see both industry + politicians making greater efforts to establish a full battery supply chain in Europe. We need large-scale investment and more effort in developing the next generations of batteries. @RockTechLithium we are doing our part!
https://t.co/XbsIfaeTrN

[Zinnwald Lithium Plc @ZinnwaldLithium]

Poland is developing the complete supply chain to support the next generation of EVs. Our integrated LiOH project in Germany is in close proximity to key facilities, including LG’s Wrocław gigafactory – Europe’s largest.

Via @New_AutoMotive https://t.co/kPsmyRg1pf

[Zinnwald Lithium Plc @ZinnwaldLithium]

Positive lithium momentum out of China.

Canaccord’s recent visit to China suggests a constructive outlook for lithium producers, with demand expected to rise from 1.5Mtpa today to more than 4Mtpa within a decade.

🔗https://t.co/MV2Kf3PTr7

#Lithium #EVs #BatterySupplyChain

[Zinnwald Lithium Plc @ZinnwaldLithium]

Sentiment in the #lithium market is turning more positive, with @MiningOnline reporting that several analysts are now offering a slightly more optimistic outlook: https://t.co/Y8cUXVjd9U

[Beak Consultants GmbH @BeakConsultants]

🌍On 14 July 2025, representatives from @BeakConsultants , @HZDR_Dresden /HIF and @ZinnwaldLithium visited the drill core library of the Saxon State Office for Environment, Agriculture and Geology (LfULG) in Obergruna, Saxony, Germany.

🤝LfULG, an associated partner in the @DEEPBEAT_EU project, provided access to selected drill cores from the Zinnwald area, made available by Zinnwald Lithium. This visit offered valuable insights into the geological samples relevant to the project.

🌲As the next step, the DeepBEAT team will advance planning for the upcoming drill core sampling and analysis campaign. This includes geochemical analyses by HZDR, isotope analyses by Queen's University, and spectral measurements by Université de Lorraine.

[Theo Soumyaraj @TSoumyaraj]

⚡ The Next Lithium Bull Run Is Taking Shape

In the early 2020s, lithium analysts largely underestimated the supply contribution of lepidolite, resulting in temporary price relief. However, we’re now seeing a repeat of that forecasting failure, but this time both on supply and demand side.

🚗🔋 Experts are once again underestimating explosive lithium demand growth driven by:

•Electric Vehicles (EVs)
•Battery Energy Storage Systems (BESS)
•Electric Trucks & Buses
•Robotics & Automation
•Robotaxis & Flying Taxis

Meanwhile, on the supply side, the market is headed for trouble:

•Rising production costs vs falling prices are squeezing margins
•Stricter environmental regulations are slowing project approvals
•Few Tier-1 lithium projects are coming online fast enough

📉 Supply-Demand Outlook (my estimates)

•>4 million tonnes LCE of demand expected by 2030
•<3 million tonnes LCE of supply projected by 2030
•First significant supply deficit expected by 2026

All signs point toward another lithium bull cycle. Spot and futures prices could rise sharply in the coming months and years as the market wakes up to the deficit.

🧠 Canaccord has been one of the first major players to revise forecasts upward, but even their estimates remain very conservative (demand of only 2.27m t LCE by 2030). Expect further upgrades and sentiment shifts from other institutions soon.

#Lithium #EVs #BESS #LKE #ASX #Bullish #Argentina $LKE $SYA $A11

[lithiumforum @lithiumforum]

To the point conclusion:
"All signs point toward another lithium bull cycle. Spot and futures prices could rise sharply in the coming months and years as the market wakes up to the deficit."
#Lithium #EV #Battery

[lithiumforum @lithiumforum]

631 billion Euro investment over 3 years. Main driver #Siemens and #DeutscheBank - This is a real amount. As one of our investment partners commented: Germany is the market to be in and focus on in Europe now! #Lithium #Battery #EV
@RockTechLithium https://t.co/Wg4R7ZpwjN

[lithiumforum @lithiumforum]

Economies of scale are one crucial element in order to make electric cars as profitable as the combustion engine business. The high demand for the new CLA strengthens @MercedesBenz arguments in favour of further investment in electrification.
#Battery $RCK
https://t.co/ocbOjbprAw

[Zinnwald Lithium Plc @ZinnwaldLithium]

.@BloombergNEF reports that Europe's battery manufacturing is losing ground to faster-growing regions, with weakening demand scores: https://t.co/z4jL7EV6Lx.

#ZNWD is working to reverse this trend through the development of its integrated Zinnwald #LiOH Project in Germany.

[lithiumforum @lithiumforum]

Another example of China's commitment to dominating the geopolitical race for #lithium and #battery cells. While large parts of the industry in the West are still hesitating, at least EU politics is gaining momentum!
@EU_Commission #energy #ev #mining
https://t.co/SNNl68kKo6

[Zinnwald Lithium Plc @ZinnwaldLithium]

.@IEA’s 2025 Critical Minerals Report highlights surging demand for key energy metals (#Lithium demand rose ~30% in 2024). Meanwhile, the pace of geographic refining &amp; processing diversification has slowed, heightening exposure to supply chain shocks. https://t.co/CD5F9cRd1A

[Zinnwald Lithium Plc @ZinnwaldLithium]

In Dec 2024, NATO named 12 defence-critical raw materials, incl. lithium, as vital to military hardware. Modern warfare isn’t just about tech and weapons; it’s powered by the critical minerals behind them. #CriticalMinerals #Defence #Lithium #NATO https://t.co/ADn2jSOq9f