Anatol

Researcher & Analyst - Energy & Tech metals, #Battery & #EV technologies, #Lithium, #Vanadium, #Cobalt, #Nickel, #REE, #Niobium, #Tantalum, #Boron and #Gold

[Anatol @anatol414]

I said this 3 yrs ago
"All major automakers will have to build their own #batteries as it's the key component of #EVs. The competition to buy in stakes of #lithium resource companies will be the major war soon"

Tesla is making its own battery cells
Now VW thinks the same

$LTR

[Anatol @anatol414]

All major automakers will have to build their own #batteries as it's the key component of #EVs. The competition to buy in stakes of #lithium resource companies will be the major war soon.

Mercedes-Benz is Electrifying the Future
https://t.co/7WU3McAxAQ via @YouTube

[Anatol @anatol414]

LTR & LGES Stratejik Partnership is on the way. LGES needs a lot of lithium. LGES battery production capacity: 550 GWh in 2026 for 12 factories. Lithium demand of LGES is 450ktpa LCE. That is equal to the lithium production of all Australian mines. $LTR
https://t.co/Uj2AGP80ER

[Anatol @anatol414]

@usuallyYJLee @groen_rogier Hi guys. I'm not very active here. I've posted detailed info about Weilasituo project @Inner Mongolia on Hotcopper. No LCT pegmatite (not even lepidolite) but a polymetallic Li-Rb veins (1-4mt thick), have to be mined separately than tin containing veins. https://t.co/XFdRVhMPrB

[Anatol @anatol414]

@timgoyder @LG_ensol @LiontownRes Congratulations Tim. This is a great move by you and yr team. 👏👏👏👏
We, the retail holders are all behind you because you're the man to follow.👍💯

[Anatol @anatol414]

@sparkes_dwayne There is no limit for BSing for GS.
Don't drink coffee while reading this😄
Exhibit 9 graph of GS report. No numbers given on table (1st graph). I've found out (2nd graph)
While Aust LCE increase ~200kt
Zimbabwe 150kt
Chinese lepidolite180kt

Australia falls behind after 2024

[Anatol @anatol414]

@sparkes_dwayne GS's forecasts are complete BS I will post it on Hotcopper soon, but posting here now. Here is a breakdown of GS's table by me. GS says China is being the largest miner of lithium in the world after 2024 and between 2025-2030. Bigger than Australia..! 🥳
Read my comments on table

[TESLARATI @Teslarati]

Tesla has brought back the Model 3 Long Range All-Wheel-Drive after the vehicle was taken off the company's website last year because it was way too popular.

https://t.co/CUM0IROWxz by @KlenderJoey

[Anatol @anatol414]

@PHmetals Li is not an immature, thin-liquidity market anymore, it might be immature opinion of Fastmarkets

Australia’s Dept. of Ind. Science & Resources said; "Australia forecasts lithium export earnings of $16B in 2022-23, up from $5B in 2021-22"

I think it will be over $40b in 2029

[Anatol @anatol414]

@PHmetals Manipulation is being done by many parties (not saying particularly you); Chinese buyers, G.Sachs, C.Suisse (gone!), etc. You guys wrote this article on Feb.23.

https://t.co/kntyGpjYVu

Totally false information.
Chinese subsidies & Ev demand is back on with more than 35% YoY.

[Liontown @LiontownRes]

Today is #IWD2023. As we continue to develop our culture & transition from explorer to mining operator, MD Tony Ottaviano shares $LTR's commitment to creating an equitable & inclusive workplace where all people feel respected & protected.

#EmbraceEquity

[Liontown @LiontownRes]

$LTR shareholders heard from Chairman, Tim Goyder, at #LTR’s Annual General Meeting today in what he described as an outstanding and truly defining year for #Liontown.

The global #lithium market has also continued to go from strength to strength.

https://t.co/MCyEHsgUeA

#ASX

[Anatol @anatol414]

@sdmoores @benchmarkmin I expect you tweet better and useful data and benchmark analysis Simon.

[Simon Moores @sdmoores]

A lot happens in a week:

Eye on Lithium: Benchmark says EV makers need to become lithium miners - Stockhead
https://t.co/u3WGuGVU2Z

[Anatol @anatol414]

@elonmusk @stats_feed I knew you would have to buy lithium mines and be a miner @elonmusk. You gave the signals long time ago in yr speach below. Don't be late
https://t.co/rktevSnVEK.

[Anatol @anatol414]

$Tesla $WES $LTR

Here is a breakdown of @elonmusk speech about getting into mining business

He didn't want to mention about that but he couldn't stop himself

Then said "getting into mining business ... a little bit at least"

This guy is a disruptor
He has no "a little bit"

[Elon Musk @elonmusk]

@stats_feed Price of lithium has gone to insane levels! Tesla might actually have to get into the mining & refining directly at scale, unless costs improve.

There is no shortage of the element itself, as lithium is almost everywhere on Earth, but pace of extraction/refinement is slow.

[Anatol @anatol414]

@sdmoores

[Stockhead @StockheadAU]

Greenstone’s systematic exploration yields a great start for its Burbanks gold project🎙In this episode Barry chats to Glenn Poole, executive director & chief geologist at @GreenstoneRes $GSR
https://t.co/C7WHBrESm3

[Anatol @anatol414]

EVs share will be 60% in VW production in Europe by 2030

This will create a demand of 240GWh for VW in Europe

VW's existing battery agreement and capacity will be increased to 80GWh soon (2x40GWh)

VW will need 6 x 40GWh battery factories across Europe by 2030

Lithium..?

$LTR

[Anatol @anatol414]

Solid facts revealed on $WV's Power Day

- The right balance - Supply Chain

- Strong Partnership

- Vertical integration

- VW expands scope..!

$LTR is the largest and only uncommitted and unencumbered Tier-1 hard rock based lithium resource in the World.