Lithium

[behappyalways]

Why All Eyes Are On Zimbabwe’s Lithium Industry
https://m.youtube.com/watch?v=UnybkwT2c_w

[behappyalways]

Lithium Prices Plummet As Global Supply Concerns Diminish
https://www.zerohedge.com/commodities/l ... s-diminish

[behappyalways]

Chile Stuns Markets And EV Makers By Nationalizing Lithium Industry Overnight
https://www.zerohedge.com/markets/chile ... -overnight

[behappyalways]

American energy independence is expected? The discovery of lithium mines in Southern California sparked a "lithium rush". White oil is related to electric vehicles. Rockets will even affect the global power struggle.

美國能源獨立有望? 南加州發現鋰礦掀"淘鋰熱" 白色石油攸關電動車.火箭 更將牽動全球強權角力｜記者 楊駿宗｜【國際大現場】20230529｜三立新聞台

https://m.youtube.com/watch?v=Z7vkxX0RzTg

[behappyalways]

These Are The World's Largest Lithium Producers
https://www.zerohedge.com/commodities/t ... -producers

[behappyalways]

Electric car market in China has big price bargains!
Is the lithium battery industry still bullish?
"Gada Lithium Mine" was sold at a premium of 1,317 times and 4.2 billion

陸電動車市大砍價！鋰電業利多還在？"加達鋰礦"瘋搶溢價1317倍42億成交｜非凡財經新聞｜20230905

https://m.youtube.com/watch?v=Efrgx7cbfZ4

[behappyalways]

$1.5 Trillion Dollars Worth Of 'White Gold' Found In Supervolcano On Nevada-Oregon Border
https://www.zerohedge.com/commodities/1 ... gon-border

[winston]

Massive Supply Crunch?

by Eric Fry

As for lithium, the market is currently in balance but a potentially massive supply crunch is looming…

Fitch Solutions’ research unit, BMI, expects a lithium supply deficit to develop by 2025, then widen considerably over the balance of the decade.

Deutsche Bank researchers agree; they anticipate a “modest deficit” of around 40,000 to 60,000 tonnes by 2025, then widening to a whopping 768,000 tonnes by the end of 2030.

The sluggish economic conditions of the past few months have been curbing demand for most commodities, including the battery metals. But the powerful long-term demand trends for aluminum, copper, and lithium remain intact.

It simply took a breather. I expect that trend to reassert itself forcefully in 2024.

Source: Smart Money

[winston]

not vested

Ganfeng, Tianqi suffer sell-off as Chinese lithium stocks lose favour in Hong Kong amid earnings slump

Ganfeng Lithium reported a 98 per cent slump in third-quarter earnings from a year earlier, while Tianqi suffered a 71 per cent drop

Analysts have become less bullish, trimming their stock price targets for both producers over the past two months

by Jiaxing Li

Concerns about overcapacity have caused investors to reassess their valuation of Chinese lithium producers, along with the general waning of appetite for stocks as China’s stimulus-starved economy falters.

Lithium carbonate fetched 163,500 yuan (US$22,412) per tonne on Tuesday, according to Bloomberg data, from the peak of almost 600,000 yuan a year ago.

With [source mineral] spodumene costs possibly falling faster than expected, we see higher-than-expected outputs from spodumene-based refineries suppressing compound prices.

Source: SCMP

https://www.scmp.com/business/markets/a ... ings-slump

[behappyalways]

The Lithium Rush: Can We Meet Tomorrow's Demand?
https://www.zerohedge.com/technology/li ... ows-demand