WALL STREET- ASX CRUSADER

Wall Street and ASX investor. Chasing the elusive 10x. TECH 🎱 Coreweave, SMCI, FL1.,GLN WR1, ALB

[WALL STREET- ASX CRUSADER @Sw197843]

There’s not many guarantees in life……..❤️❤️❤️ one guarantee is that there’s a clean energy transition and in that transition record amounts of lithium is required, it’s will be underestimated like all disruptive environments😎😎take a position and watch it fly in the next 5 yrs

[Argentina Report @ArgReport]

Coal India looks to Argentina for lithium brine assets, critical minerals

Tags: #Argentina #CoalIndia #lithium #mining

Read more:
https://t.co/Pyz9nLLaXm

[WALL STREET- ASX CRUSADER @Sw197843]

The Yoda of Lithium sector has spoken with facts.......💪💪💪

Price inbound to 40k by end of year as forecated by ganfeng and other major players...💰💰💰🛤️🛤️🛤️

Hold tight the winter has finished, blocking the noise all aboard....🚉🚉🚉🚞🚞🚞

#benchmark #auspol #lithium #

[Energy Transition Investor @usuallyYJLee]

I've been getting questions on the #lithium price pullback and market balance.. so here are some broad thoughts and analyses:

Demand:
- Iran war is massively stimulating switch to EVs. EV sales +90-160% in many countries YoY Apr 2026. Last year's headlines were doom & gloom about "slowing EV sales". In reality, BEVs+PHEVs were 20.7m units, pretty healthy. This year I forecast a re-acceleration in EV sales - lithium use +210kt LCE YoY.
- BESS growth is pretty insane. Last year installations/shipments were ~320/500GWh. This year it's looking like ~500/850GWh. FYI 850GWh --> ~600kt LCE used in those cells so this segment alone might consume 30% of lithium supply this year.
- E-Trucks: Grew 180% (!!) YoY in China last year. More broadly, the Class 4-8 segment represented 5% (86kt LCE) of lithium supply last year and it's just starting to go up the steep part of the S-curve globally. If your analyst doesn't have this in his model, he's missing 150kt LCE use this year.
- Overall, global lithium demand grows from 1.5Mt last year to 2.0Mt in 2026, a 500kt LCE jump.

Supply:
- Mine restarts: To this year's supply, Bald Hill adds 8kt LCE. Ngungajoo adds 10kt. Finniss adds 10kt. Small-ish vs the demand growth.
- Mt Holland "doubling capacity": Won't happen until 2028.
- CATL Jianxiawo mine: Even if it turned on today, it'd produce only 30kt this year. Less considering ramp-up. And there's a cow or two to relocate if recent videos are to be believed. 😉
- Supply growth has been severely constrained in the last two years as companies could not get financing, or built slower. This WILL be felt in 2026 and 2027.

Market Balance:
- I see a deficit this year growing to 2030. Much of this is based off BESS growth to 1.76TWh (+17% from my prev forecast) as countries realize they want to reduce natural gas imports dependence. I'm also pounding the table on E-Trucks here. Watch this space.
- I respect Benchmark's gutsy call for a 2027 surplus. I disagree though. They have been pretty conservative on demand forecasts and I think this year will surprise many analysts.

[WALL STREET- ASX CRUSADER @Sw197843]

@AshPolitik @DHughesy Tell us all how are you we supposed to get ahead now..... houdini

[WALL STREET- ASX CRUSADER @Sw197843]

Start of major bull run into 2027......💥💥💥

#auspol #ausbiz #lithium

[WALL STREET- ASX CRUSADER @Sw197843]

Alb up 7% overnight....... never presume....🤷‍♂️🤣

[WALL STREET- ASX CRUSADER @Sw197843]

4.3% close for lithium futures......💥💥💥

What will tomorrow hold for all those sellers of the lithium stock world...🤣🤣🤣

Big green day id say for tomorrow! ⬆️⬆️⬆️

#auspol #ausbiz #lithium

[Bradley Wardle @TheWardenBrad]

#Lithium close +4.30%

[WALL STREET- ASX CRUSADER @Sw197843]

@AsiaN6809 @SparkLight_Lite Please explain more.....

[WALL STREET- ASX CRUSADER @Sw197843]

Love Hughsey......

Keep going hughsey!!!❤️❤️❤️

#auspol #ausbiz

[WALL STREET- ASX CRUSADER @Sw197843]

@AsiaN6809 @agroasx Are we still expecting deficit in back end of the year?

[WALL STREET- ASX CRUSADER @Sw197843]

@davidwu656 Who was off their head to sell this at these prices....

[WALL STREET- ASX CRUSADER @Sw197843]

Fair and accurate assessment of Lithium markets the next 6 months 😊😊

Supported by years gone by trends....💪💪💪

#lithium #auspol #ausbiz

[davegiudice @DavegiudiceDave]

#Lithium $ALB $CXO $CXOXF $LKE $LLKKF $LAR $LAC $SLI

[WALL STREET- ASX CRUSADER @Sw197843]

@agroasx @lithiumboom Yet to see a big run in Lithium stocks.....maybe aug sept last year

[WALL STREET- ASX CRUSADER @Sw197843]

Will the ASX follow today??🧐🧐

US stocks were flat....😫😫😫

Will the futures and spot rise today??🤷‍♂️🤷‍♂️

Next leg cant come quick enough, most stocks are now in deep oversold territory on the RSI.....💥💥💥

#auspol #Ausbiz #lithium

[Andrey Prykhodko @Andr_rej]

Chinese #lithiumstocks surge today, while correction of ASX peers goes on.
Near-term lithium futures increased by 2.8%-3.2% today amid flat spot prices.

[WALL STREET- ASX CRUSADER @Sw197843]

@davidwu656 @GalanLithium Lets hope so, US didnt follow chinese, perhaps waiting for price confirmation...

[WALL STREET- ASX CRUSADER @Sw197843]

💪💪

[WALL STREET- ASX CRUSADER @Sw197843]

Hello, what do we have here...💥💥

Futures up 3% today......⬆️⬆️⬆️

Next leg up here we come....💹💹💹

#lithium #auspol #ausbiz

[Bradley Wardle @TheWardenBrad]

#Lithium

[WALL STREET- ASX CRUSADER @Sw197843]

@davidwu656 More info please....

[WALL STREET- ASX CRUSADER @Sw197843]

@TheWardenBrad 💪💪💪

[WALL STREET- ASX CRUSADER @Sw197843]

@ausstockchick The Gold Coast will be the most expensive city in Australia in the coming year and for decades to come, the new monaco of Australia..... the best spot to live!! Prices will never go down on the Goldy.

[WALL STREET- ASX CRUSADER @Sw197843]

@shahh Patience

[WALL STREET- ASX CRUSADER @Sw197843]

@AlphaOwlTrading Coreweave, yet to move in this big run...... will run to over $300, 100bill in backlog orders.....💪💪💪