William Adams

Follower of Base & Precious Metals & Battery Metals + markets in general - Tweets are commentary only and should not be construed as buy/sell recommendations.

[William Adams @willxadams]

Zinc: Crosswinds Are Blowing — But the Smelter Squeeze Is What Matters Right Now https://t.co/JSnios9XHf via @LinkedIn

[William Adams @willxadams]

How can #Lufthansa put one on a waiting list 6 hours before the flight when you’ve had a ticket for six weeks? Irony is there are still 2 available seats on the flight, but they won’t give me one - do they want to see if they can get someone to pay a higher price than I paid?

[Andrea Hotter @AndreaHotter]

Big Oil is in #lithium; but can it become the “new oil”? In the latest episode of Fast Forward, I chat with @exxonmobil senior vp Dan Holton to find out why, where, how & what the US oil major is doing - and more. Anywhere you get your podcasts or here: https://t.co/428tzu7M4J

[William Adams @willxadams]

When are markets going to get as thick-skinned to Trump’s rhetoric as Trump is thick-skinned?

[William Adams @willxadams]

Check out my latest article: Have the base metals bolted too soon? https://t.co/zzjFyHBPBY via @LinkedIn #copper @Fastmarkets

[William Adams @willxadams]

Check out my latest article: Copper prices seem to have overshot on the upside @fastmarkets https://t.co/Fkw8073IH0 via @LinkedIn

[William Adams @willxadams]

@SahilBloom Sounds a good routine, apart from ‘driving to get a coffee’.

[William Adams @willxadams]

Check out my latest article: Lithium market - what prices are telling us? https://t.co/BPQEmh6LeY via @LinkedIn

[William Adams @willxadams]

@MacroAlf @wmiddelkoop Something is unfolding - gold, copper and other metals on the rise, while the dollar is strong and interest rates still high. Feels like 2003-07 again. Then it was super-cycle - this time perhaps the BRICS have been replaced by Green transition. @Fastmarkets

[William Adams @willxadams]

@A_Milewski A fundamental driven squeeze

[William Adams @willxadams]

Over capacity leads to oversupply – now waiting for more producer response and demand to catch-up https://t.co/6dlwyRFMW7 via @LinkedIn

[William Adams @willxadams]

#Lithium mkt is not suffering weak demand, its more about oversupply - Li prices suggests a weak market, but demand is robust- EV sales in China, EU and US up 24%, 53% and 50% (Jan-Oct/Nov). Price weakness more about oversupply/destocking rather than weak demand @Fastmarkets

[Joe Lowry @globallithium]

Is this what a soft #EV market looks like? It is a global market so let’s look for a balanced narrative. The woes of legacy automakers are only one aspect.

[William Adams @willxadams]

@ErnestScheyder @KirkusReviews Looking forward to read it, Ernest

[William Adams @willxadams]

@FastmarketsNG some latest thoughts on the Lithium market. #lithium. Thank you Howard & Rodney @LithiumIonBull for the invitation

[Howard Klein @LithiumIonBull]

🔥NEW VODCAST🔥

E79 LME Week #Lithium Special with @willxadams @FastmarketsNG

Full Video👉 https://t.co/typXLDn9sH

Teaser👇

[William Adams @willxadams]

If you look at the converter plans for Europe, which are mainly LiOH, then Europe may be wrong footed too as it suggests they are focussed on #NCM @Fastmarkets

[Joe Lowry @globallithium]

From a @WSJ article about @GM - you heard it here a long time ago. #LFP is the key to profitable small & mid sized #EVs

[Joe Lowry @globallithium]

From a @WSJ article about @GM - you heard it here a long time ago. #LFP is the key to profitable small & mid sized #EVs

[William Adams @willxadams]

@Delta I did that on Oct 3 but heard nothing. When I tried following up, three times now, I just get hurdles and fobbed off. Today I was offered minimal compensation and then when I escalated it the person said they didn’t have access to the claim - you storyline doesn’t add up.

[William Adams @willxadams]

@Delta flight cancelled after 3-5 hours on tarmac and in the air - fair enough technical issues. Business opportunity missed, so trip cancelled. Why does Delta then wriggle and squeal about paying compensation. Most airlines just get on and pay up. Are you not honourable Delta?

[William Adams @willxadams]

Looking forward to being at Fastmarkets' European Battery Materials Conference - a great opportunity exchange views and insight #FastmarketsBRM - Hope to see you there. https://t.co/nGAlpeuiSk