TheArchitect

💫 Full-Time ASX Capital Growth Investor & Trader (19yrs) Chartist & Fundamentalist ( Posts Are Personal Opinion Not Financial Advice) ZERO Tolerance for Trolls

[TheArchitect @TheArchitect_HC]

As 2022 comes to an end I found myself reflecting.

Most mention their biggest wins but here’s a list of my biggest $ losses

2017 - $1,471,000 (one stock)
2019 - $123,000
2021 - $310,000
2022 - $317,000

There’s no gain without risk

#asx #invest #australia

[Chris Meder @EVCurveFuturist]

Built in Europe, Austria's first Chinese electric trucks are rolling off the line at Steyr Automotive.

🔋 621 kWh CATL LFP battery
🚛 Up to 560 km range
⚡ 660 kW dual CCS charging (20–80% in ~38 mins)
💪 941 hp

China's EV tech is now becoming part of Europe's industrial base.

[TheArchitect @TheArchitect_HC]

https://t.co/WkSR1JQq8L

[Matt Fernley @matt_fernley]

A question I’m asking myself in a big way at the moment is – What’s going on with lithium?

Prices are off their highs. The GFEX is literally just holding onto the key Rmb140,000/t support line, which technical analysts have flagged as vital to hold the bull trend.

But Weekly SMM Lithium Chemical inventories have fallen over the past few weeks. Depending on which SMM series you follow, they’re either down 20% or 17% since 30th April. That’s a substantial fall. In days of consumption terms it’s even more significant.

Equities have cratered. Most producers are now trading well below their 200DMAs. Since its high in mid-April, Albemarle is down 48%, PLS is down 39% from its high and even low cost brine producer Lithium Argentina is down 49%. Lithium developers have fared even worse.

Like many commentators I’ve been a little worried about the wave of supply from SpodCon restarts due in Q4/26. But this reaction seems a little overdone. And the fall in inventories is very much akin to what we saw last year before lithium prices spiked.

Last year, inventories peaked in July and fell from August to the end of the year. This year, inventories appear to have peaked in April and have been falling.

The problem is, no-one’s watching. When will they wake up?

[Electrek.co @ElectrekCo]

IEA: Global EV sales jump 35% in Q2 and 50 countries set records https://t.co/XkoTwUar7E by @michelle0728

[The Driven @TheDriven_io]

The story most consumers hear about EV costs is already out of date. EVs cost less to fuel, less to maintain, and will soon cost less to buy
https://t.co/OCwT0Hg2SQ

[Solis Minerals @SolisMinerals]

Via @Proactive_x

$SLM.AX has strengthened its South American energy metals portfolio during the June 2026 quarter, acquiring a district-scale Brazilian #lithium project, securing permits for two Peruvian #copper programs and raising A$6 million to fund #drilling.

#SLM moved rapidly to advance the Brazil Lithium Project, where drilling began after quarter-end at the Mandacaru target.
https://t.co/YAzPuxzL3u

[TheArchitect @TheArchitect_HC]

🚨 BREAKING: CATL Shuts it Down!!

Battery Giant CATL shuts down fake news of slowing demand for lithium batteries.

⚠️ Over 700,000 Tonnes Extra Lithium Supply needed to meet current demands.

Core demand message from CATL management

Management stated clearly that demand is “exploding.”

The company reaffirmed its long-term view of 20–30% compound annual growth for the next five years and indicated that 2026–2027 growth will exceed that average, with next-year growth of around 30% described as solid.

Battery production reached 498 GWh in the first half (+60% year-on-year versus ~310 GWh in the prior-year period).

Capacity utilization stood at 94.86%. Existing capacity (half-year basis) of roughly 525 GWh annualizes to about 1,050 GWh.

Capacity under construction totals 764 GWh.

Once completed, total capacity reaches approximately 1,814 GWh—well above prior market expectations of around 1,200 GWh for next year (management guidance implies 1,700–1,900 GWh).

This expansion is described as real capital expenditure already being deployed, not slideware.

Running near-full utilization while expanding aggressively is presented as the clearest signal of strong, visible orders.

Energy-storage revenue recognition cycles have lengthened to 6–12 months after shipment.

This accounting lag explains rising inventory and the modest sequential profit growth in Q2; it is not evidence of weaker underlying demand.

Gross-margin pressure is framed as structural, with profit per GWh essentially unchanged.

Revenue and net profit rose sharply (revenue +54.8% to 276.9 billion yuan; attributable net profit +42% to 43.3 billion yuan), consistent with high operating rates and order strength.

Direct lithium demand implications

Industry-wide lithium-battery shipments hit 1,496 GWh in the first half, with a full-year central expectation above 3,000 GWh.

This maps to lithium-carbonate demand already in the 2.6–3.0 million-ton range.

Even assuming only 25% further growth, roughly 700,000 tons of additional annual supply would be required.

Upstream realities (Argentine salt-lake projects entering a steadier phase and tighter processing requirements in Africa) are described as mismatched with the scale of battery-side capital spending.

CATL’s order book and capacity plans are real, the binding constraint shifts toward lithium supply rather than soft battery demand.

#lithium #asx #mining #bess #spodumene #australia $min.ax $pls.ax $ltr.ax $abl $gln.ax #criticalminerals #magnets #rareearths #commodities #gold

[Solis Minerals @SolisMinerals]

The Mandacaru #drilling program is currently targeting an ~800 m long LCT pegmatite corridor, prioritising high-conviction zones defined by coincident multi-element geochemical anomalies. As proven indicators of highly fractionated, prospective systems, these targets will allow the program to systematically test pegmatite continuity, geometry, and the potential for spodumene at depth.

More: https://t.co/ps10NXC1VP

#SLM #ASX #Lithium

[InsideEVs @InsideEVs]

While several automakers step back from EVs, BMW is staying on course with new models and local battery production. https://t.co/VsgR50H68H

[International Mining @im_mining]

.@MacLeanEng has announced a strategic collaboration with @ScaniaGroup Industrial #Batteries as the primary battery supplier for MacLean’s growing portfolio of #underground #batteryelectric #miningequipment. The companies will work closely to support current & future battery-electric vehicle deployments https://t.co/1Lv2TuLVWE

[TheArchitect @TheArchitect_HC]

GROWING-GROWING-GROWING

IEA Lithium Outlook 2026

Lithium is the fastest-growing critical mineral, with demand quadrupling between today and 2040 and requiring a 2.5-fold increase in mined output!

https://t.co/VJgcl3Qj6K

#lithium #criticalminerals #catl #bess $pls.ax $min.ax $ltr.ax $cnb.ax $evn.ax $rio #Solar #BEV #australia

[Electric Cars Report @ECarsReport]

Nissan Surpasses 1.25 Million Electrified Vehicle Sales in Europe as EV Range Continues to Grow https://t.co/WUKuYORNFw

[The Driven @TheDriven_io]

Supermarket giant roll out EV charging stations at up to 30 locations across Australia as part of a two-year initiative with Australia’s largest fast-charging network
https://t.co/tbUBZ9u0Lv

[The Driven @TheDriven_io]

Tesla is increasing the size of one of its first supercharger sites in the country, as EV sales surge in 2026 and the company continues to roll out new EV charging sites
https://t.co/Vao5j6HFwr

[CleanTechnica @cleantechnica]

Volvo Electric Heavy Trucks — Built in Queensland for Australia
https://t.co/uQh2RVBgls

[Christopher Williams @zempheth]

CATL's 20-30% growth est. over 5 years, if extrapolated industry wide, is so bullish its physically impossible.

I built my incentive models on 2035 numbers. Even at 19% CAGR there's literally no projects left! To get to 8.5mtpa LCE, every project and resource type is required.

[Green Energy Investor @GreenOriginInv]

🔋🔋LITHIUM DEMAND EXPLODING

It’s time for my coffee ☕️ and a good time to read commentary from Dwayne. I also note the news flow regarding financial closing for a giga-factory in Morocco. Same question: where is the lithium coming from?

$LIT $LITP $GLN $AGY $SGML $PLS $ALB $SQM $RIO $ATLX $KOD.L

[Dwayne Sparkes @sparkes_dwayne]

Just finished reading CATL's H126 Report. Here are my quick thoughts as i sip my morning coffee!

It's extremely bullish for lithium and the numbers within the report are quite mind blowing.

What really sticks out for me is the ~95% factory utilisation with production of 498 GWh. Their production capacity is essentially full. This is CATL basically running production as hard as they can. This means that the consumption of LCE is essentially capped until more battery capacity is built. Factory capacity is the limiting factor for CATL's LCE consumption.

They've got 764 GWh of capacity currently within the construction pipeline. To give you some context this is roughly 650kt of LCE or 5.4Mt of SC6.

Where is 650kt of LCE going to come from? Mines take 4-8 years typically to come online in the western world, CATL can throw up battery capacity in 1-2 years or less. So it's clear that supply of lithium will be the constraint here. And it's important to note this is just CATL. Throw in BYD, LG, etc..

And its not like this 764GWh of capacity will sit idle. Global shipments reached 486 GWh of battery cells during H1 2026 which is up 93%. What else is growing at this speed?

You take this insane growth of one company, combined with the recent governance issues in Zimbabwe, lack of infrastructure in Nigeria and instability in the likes of Mali and the DRC, western spodumene producers and South American brines look very good here.

Cheers for reading!

[TheArchitect @TheArchitect_HC]

GROWING-GROWING-GROWING

IEA Lithium Outlook 2026

Lithium is the fastest-growing critical mineral, with demand quadrupling between today and 2040 and requiring a 2.5-fold increase in mined output!

https://t.co/VJgcl3Qj6K

#lithium #criticalminerals #catl #bess $pls.ax $min.ax $ltr.ax $cnb.ax $evn.ax $rio #Solar #BEV #australia

[TheArchitect @TheArchitect_HC]

🚨 BREAKING: CATL Shuts it Down!!

Battery Giant CATL shuts down fake news of slowing demand for lithium batteries.

⚠️ Over 700,000 Tonnes Extra Lithium Supply needed to meet current demands.

Core demand message from CATL management

Management stated clearly that demand is “exploding.”

The company reaffirmed its long-term view of 20–30% compound annual growth for the next five years and indicated that 2026–2027 growth will exceed that average, with next-year growth of around 30% described as solid.

Battery production reached 498 GWh in the first half (+60% year-on-year versus ~310 GWh in the prior-year period).

Capacity utilization stood at 94.86%. Existing capacity (half-year basis) of roughly 525 GWh annualizes to about 1,050 GWh.

Capacity under construction totals 764 GWh.

Once completed, total capacity reaches approximately 1,814 GWh—well above prior market expectations of around 1,200 GWh for next year (management guidance implies 1,700–1,900 GWh).

This expansion is described as real capital expenditure already being deployed, not slideware.

Running near-full utilization while expanding aggressively is presented as the clearest signal of strong, visible orders.

Energy-storage revenue recognition cycles have lengthened to 6–12 months after shipment.

This accounting lag explains rising inventory and the modest sequential profit growth in Q2; it is not evidence of weaker underlying demand.

Gross-margin pressure is framed as structural, with profit per GWh essentially unchanged.

Revenue and net profit rose sharply (revenue +54.8% to 276.9 billion yuan; attributable net profit +42% to 43.3 billion yuan), consistent with high operating rates and order strength.

Direct lithium demand implications

Industry-wide lithium-battery shipments hit 1,496 GWh in the first half, with a full-year central expectation above 3,000 GWh.

This maps to lithium-carbonate demand already in the 2.6–3.0 million-ton range.

Even assuming only 25% further growth, roughly 700,000 tons of additional annual supply would be required.

Upstream realities (Argentine salt-lake projects entering a steadier phase and tighter processing requirements in Africa) are described as mismatched with the scale of battery-side capital spending.

CATL’s order book and capacity plans are real, the binding constraint shifts toward lithium supply rather than soft battery demand.

#lithium #asx #mining #bess #spodumene #australia $min.ax $pls.ax $ltr.ax $abl $gln.ax #criticalminerals #magnets #rareearths #commodities #gold

[International Energy Agency @IEA]

Explore our Global Critical Minerals Outlook 2026 report 👇

Executive summary → https://t.co/MnzzBUT6X6
Market overview → https://t.co/i8mx63s8z8
Outlook → https://t.co/vmfzWZlwba
Policy pathways → https://t.co/i9h892C2Tm
Latin America → https://t.co/JE1GmS7IJq