因思明见

[因思明见 @patrick_geng]

@JesvinderSingh9 https://t.co/ejXwm95gNU

[因思明见 @patrick_geng]

#Lithium Fallacy
This abstract, drawing from Ganfeng Lithium VP’s Futures Daily remarks, unveils the core fallacy in today’s lithium carbonate market: extreme futures volatility stems from structural rule flaws and flawed market data, not real‑world fundamentals.

[因思明见 @patrick_geng]

@globallithium check out Ganfeng’s executive insights exposing the fallacy behind lithium carbonate’s futures‑physical market disconnect.

[因思明见 @patrick_geng]

@globallithium

[因思明见 @patrick_geng]

@AsiaN6809 丢人丢到海外去了

[因思明见 @patrick_geng]

Pilbara Minerals, Qinghai Yanhu Industry, Chengxin Lithium, Dazhong Mining, and Sinomine Resources. Note that market sentiment will apply varying discounts to these still-forward projects.

[因思明见 @patrick_geng]

“Lithium” 2026: Surplus Fades, Shortage Returns? （Part 4）

[因思明见 @patrick_geng]

From the lens of lithium-mining equities, Tianqi Lithium—owner of a pure-play, 100 kt LCE capacity—serves as the gatekeeper. After the next cycle of capital spending, the 100 kt-plus club will include Ganfeng Lithium, Zijin Mining (via Zangge Mining), SQM, Albemarle, Rio Tinto,

[因思明见 @patrick_geng]

yet environmental groups remain formidable. Stringent green standards act like financial black holes: Rio Tinto, for example, has indefinitely shelved its 20-year flagship Jadar project.

[因思明见 @patrick_geng]

“Lithium” 2026: Surplus Fades, Shortage Returns? （Part 3）

[因思明见 @patrick_geng]

During the lithium down-cycle, resource development in Europe and North America made little real headway. Washington’s “autonomous and secure” critical-minerals push and Brussels’ strategic-project label did steer financing and fast-track permits toward a handful of ventures,