@ChinabatteryW@CnMetals 🙈🙉 their ignorance & lack of knowledge is painfully obvious, now they intend to change valuation again to do what manipulate price even more, seriously a bunch of 🤡's
Our views on SMM #lithium report
Lithium carbonate fell from RMB 156k/t to RMB 143k/t in September.
The bigger shock? SMM revised its weekly inventory estimate from just 70k+ tons to 169.3k tons.
Meanwhile, mines & smelters in Tibet, Jiangxi, Sichuan, Qinghai and Tianqi said they had never provided SMM with inventory data.
So who’s right?
Upstream says one thing. Downstream and traders are left guessing.
SMM isn’t the truth—but in a foggy lithium market, it may be the flashlight exposing what was hidden.
And when official reports lag by a quarter, who fills the gap? #battchat #batteries #electricvehicles
@jczuleta An extra 50% required ... 🤯
Don't worry like Lithium, SMM will trip over 10,000T of Silver in a warehouse somewhere (in their imagination) & Market Price will crash .......
🇨🇦 @Canada just made it cheaper for junior miners to finance the journey from discovery toward development.
The new Productivity Mega Deduction provides a 100% immediate deduction for Canadian Development Expenses (CDE), a potentially significant change for flow-through financing.
Why it matters:
→ Greater tax value for investors
→ Potentially higher financing premiums
→ Less dilution for issuers
→ More capital to advance Canadian projects toward production
Finding the minerals is only the first step. Financing development is what turns discoveries into mines. 🇨🇦
A timely topic for today’s @arcstone Growth Summit in Toronto.
https://t.co/k87uo3eIO5
And there it is. Just as I predicted. They’re canceling Congress tomorrow to avoid the vote on IMPEACHING @SecWar. It will also make it harder for us to reach 218 signatures on the Epstein Discharge Petition before the election. We were at 190+ signatures last night.
@MGNewEnergy Wow the reality is this is complete BullShit & the "New Methodolgy" counts are deliberate manipulation of Non Battery Grade material to influence the Market Price. Wonder if the Short will be executed soon .....
The founder of a Chinese sodium-ion battery material company: SIB not as cheap on the raw-material side as many assume.
High-purity ferrous sulfate, iron phosphate still requires significant re-engineering.
Real cost advantage will come from “chemical dividends” and process innovation—especially lower capex & simpler manufacturing.
#batteries #sodiumionbatteries
If you all think Na/Sodium Batteries will be Cheaper than, or even as efficient as Lithium, think again .......
Care of someone other than @catl_official
The founder of a Chinese sodium-ion battery material company: SIB not as cheap on the raw-material side as many assume.
High-purity ferrous sulfate, iron phosphate still requires significant re-engineering.
Real cost advantage will come from “chemical dividends” and process innovation—especially lower capex & simpler manufacturing.
#batteries #sodiumionbatteries