Lithium Guy

Following Lithium Markets, DYOR, NOT financial advice.

[Joe Lowry @globallithium]

Episode 160: The mind of the retail investor. Plus my thoughts on the @LiventCorp merger with @Allkem https://t.co/GkuQTAZVeU

[Howard Klein @LithiumIonBull]

*MARK YOUR CALENDAR Sunday May 14, @RodneyHooper13 & I will host our third #TwitterSpaces at 8AM EST*

To discuss Livent/Allkem merger & takeaways from Rodney at 121 conference in London and my attendance at #Lithium Valley Brazil & SME events in NY this week.

#MothersDay2023

[Howard Klein @LithiumIonBull]

Good article profiling Peter Coleman, the formidable new Chairman of Allkem/Livent, the background to the deal, and the strategic logic.

$LTHM $AKE.AX

https://t.co/jk93slq5Ti

[Haplo @HC_Haplo]

Fastmarkets’ Battery Raw Material Price Update

[Simon Moores @sdmoores]

🤦Mind the skills gap

“60% of the workforce in battery production facilities is made up of production staff, maintenance and engineering technicians. Production roles typically require level 2 or level 3 qualifications, with maintenance and engineering technicians typically being developed to Level 4/5.

“The remaining positions within the gigafactory are highly skilled and require degree qualifications, such as systems engineer, database development engineer and thermal management engineer, which would require a very high level of skill and qualifications” #Nissan

[Simon Moores @sdmoores]

Nissan has called on UK Gvt to do more to significantly expand electric vehicle and battery manufacturing plans, in evidence submitted to the @HouseofCommons hearing this week.

Some fantastic insights from Nissan, seeking to invest £13bn over next 5 yrs

The best bits:

[Simon Moores @sdmoores]

⛏ critical mineral supply chains are, well, critical

“for businesses to have the confidence to invest in the UK, it is crucial that ongoing access to supplies is secure.

“Positive market signals will be important in maximising the investment attractiveness of the UK and government support to establish raw materials supply chains and explore domestic exploration will attract investment in this field, which we are starting to see with the creation of @green_lithium , @CornishLithium etc.

“Localising critical raw materials exploration in the UK will support UK battery manufacturers to reach the necessary levels of regional battery content in future free trade agreements, unlocking export opportunities.” #Nissan

[Gary @sporazene2]

What needs to happen to support the effectiveness of the UK Critical Minerals Strategy?

a miracle #lithium

[AGRO @agroasx]

Canada approaching Summer so mining exploration is going to ramp up across a number of companies

[Joe Lowry @globallithium]

The potential of your #lithium industry has not been fully realized and won’t be for years. Focus on supporting #Argentina ‘s competitive advantage in Li not an industry like batteries where you have no manufacturing advantage. @GerardoMorales

[Haplo @HC_Haplo]

No room for the faint-hearted in lithium’s year of action

https://t.co/5ZcD78pdEz

[Howard Klein @LithiumIonBull]

"Howard Klein at RK Equity, expects more deals are coming, driven by needs of battery makers looking for #lithium to meet growing demand for #EVs. “$ALB & $LTHM are looking internally & saying, ‘We don’t have enough. We need to make investments ” https://t.co/1twJ3mZZ2g @cenmag

[Lithium Price Bot @LithiumPriceBot]

Mr. Bot agrees that new highs will be reached.

[Joe Lowry @globallithium]

Not that it matters as much as people love to obsess about it but almost everyone in 中国 is (in unison) calling the #lithium spot bottom. The more important point - Global average price will be HIGHER in 2023 than 2022.

[Lithium Guy @lithium_guy]

🇦🇺 💪

[Benchmark Mineral Intelligence @benchmarkmin]

“UK at the moment doesn’t have a strategy, doesn’t have a runner in this race”, Benchmark’s CEO ⁦@sdmoores⁩

🇬🇧 UK car industry under threat over battery blunders, MPs warned to ⁦@HouseofCommons⁩ Select Committee https://t.co/NXv5O92jS9

[Lithium Guy @lithium_guy]

https://t.co/suvLoJJzYX

[Richard Taylor @R_J_LITHAFELLER]

🎥⚡We are in the midst of a global battery arms race.. and Westminster is now finally listening 🇬🇧

🎥Hear how it went from @sdmoores of @benchmarkmin

@green_lithium are positioned to play a leading role in how the UK take advantage of the energy transition. 🎯

[Rho Motion @rhomotion]

Allkem and Livent merge to create fifth largest lithium chemicals company in the world

Read more here: https://t.co/aFrT0xXOyE

Full article available for Rho Motion Members on the Membership Platform.

#EV #EVBattery #Lithium #EVBatteryMarket #RhoMotion

[Juan Carlos Zuleta @jczuleta]

Now we are in front of a general rebound of #lithium prices with carbonate and SC6 prices already increasing almost exponentially, while hydroxide and lepidolite prices quickly approach and surpass the levels attained one month ago. Converters in #China are in trouble.

[Lithium Guy @lithium_guy]

https://t.co/FBqqj9zY1t