China’s Edge in Lithium: US Must Accelerate Supply Chain
A short episode re: China’s real advantage, price, hype, and when will the US get on with building a lithium & mid-stream supply chain? https://t.co/FvGKj7lD52
Author Rushes to Print “Lithium Confidential” Before Vegas Interview
After “Lithium Confidential” went through the professional editor’s review, I made some changes and sent it to a proofreader. His comment is below. Hopefully the book is printed before @cberry1 interviews me about it in the Live Lounge @Fastmarkets in...
Albemarle’s 2026 Forecast Shows Unusually Wide Ranges
Congrats to @AlbemarleCorp on a rising tide lifting their boat. Hard to believe they still have such large ranges on their forecast especially 2026, a year that is more than ⅓ over. $ALB. They should have the most insight on...
Understanding Brine Fundamentals with Murray Brooker & Clint Van
Episode 234 of the @globallithium podcast is online. The topic is brine fundamentals with #MurrayBrooker and @Clint_Van (Clint Van Marrewijk) https://t.co/P1Ly8Mcykw
New JV Revives Defunct Lithco Trademark From FMC Lithium
Interesting that the new @MRLMinRes JV is using a lapsed ™ name (Lithco) from the former Lithium Corporation of America which became FMC Lithium. https://t.co/0XON5LOoT1
CatL Likely Remains Price Taker, Not Market Maker
Doubtful but even if it does happen it won’t be more than a short term blip & PR win. @catl_official will be more price taker than maker in this cycle.
Current Bitcoin Chart Misrepresents Fundamentals; $18K Too Low
What is wrong with this picture? It seems based at least loosely on the mid range of the last two cycles. That isn’t likely to happen. The supply - demand fundamentals are substantially different this cycle. Plus, $18K is too...
FT Credits Trump’s Iran Stance for EV Tipping Point
Interesting irony. @FT indirectly credits Donald Trump for the EV ownership “tipping point” via the Iran situation. https://t.co/XTO8NrS1Vd
Lithium Recycling Projects Underperform Amid Market Turn
Another sign of the #lithium market turn. The recycling of projects that haven’t performed. My head is firmly in the sand here. What has been delivered so far? Nothing wrong with the points on the slide but the performance of the...
Tesla's Physics‑first Lithium Redesign Debunks Metal Hype
First principles fallacy of logic: “wishing it were so does not make it so.”Let’s revisit the results and costs in two years. Elon & the “All-In” crew talk a lot of nonsense about critical metals.
CATL Must Acquire Ganf
Desperate times call for desperate measures. @catl_official should buy @GanfengOfficial & or #Tianqi. Even with 100% of both, they would still need more #lithium. https://t.co/NBTEIaIRFs
Steady Lithium Price Rise Preferred Despite Deficit
Mr @Sw197843: Yes, the deficit is here but don’t expect an explosion too soon. A slow & steady price rise is the best thing for #lithium. https://t.co/4cJkLGIYRb
Seeking Quick Yes/No Feedback on Book Cover
One of the cover options for my book. Does it work? Quote the tweet with a yes or no. If no, what would improve it? https://t.co/4mqXMz6RTu
CATL Panics as Lepidolite and Sodium‑ion Fail
As I said on the last podcast episode, @catl_official is in a mild panic about their #lithium vulnerability. Lepidolite & sodium-ion announcements didn’t get the job done. https://t.co/wzVN70Tt6r
Growth Lies South of Canada, Not Within It
Good episode by @mattmichaelOG with @LiontownRes CEO TonyO. I don’t think Canada is the growth answer. More likely several thousand miles south of that. https://t.co/PPRbyaai1w