Uruguay is what energy realism looks like. A country dependent on oil imports drops #EV barriers in pursuit of energy autonomy, and the market responds immediately.
Nov ’25: 29.4% BEV vs just 2.6% PHEV. Trailing 12 months: 26.7% BEV, 1.6% PHEV.
China controls 70–75% of global chemical conversion. Lithium prices have swung 10–15× in two cycles. Western projects struggle to reach FID under this volatility.
We are in a commodities super cycle and undergoing immense energy system transformation. Very happy with my latest addition of $EMH
Also looking forwards to positive news from Winsome Resources #WR1 $LIT $LIRC $QTWO $FL.V $GLN $KOD $CHR $VUL $PLS $SGML $ALB $RIO $GLEN
The news about reopening CATL mine early December put #lithiumstocks under pressure, while near-term lithium futures slumped by 2.9%-3.6% to backwardation territory.
$LAC $ALB $SQM up 15-30% in 2 weeks and the same clowns who called “lithium dead forever” at $8k/ton are now quiet You missed the bottom, you’ll miss the top, stay broke coping Lithium to $25k/ton by summer or I delete 🤡 #Lithium#EVstocks
A high risk but highly impressive one listed in the UK is Kodal Minerals. I bought in one week ago at 0.26 GBp and so far so good. High country risk but very big upside. $KOD $GFEX $LIT.X $RIO $PLS.X $GLEN $ALB $VUL $EMH $ZNWD $LIRC