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
Buy Quality, Skip Speculative Charts for Real Returns
Fiona’s advice for the week. Buy quality. Avoid stocks with no clear path to production. Pretty charts have never produced an LCE. https://t.co/vpJ1GyI4oZ
Lithium Prices Could Double by 2026 Amid China Supply Panic
Interesting take. Always tough to predict #lithium price. I think a doubling from here in 2026 is rich but not impossible. China’s current supply freak-out is real.
CRU Overh
No doubt this is a significant asset but when will #CRU learn how to calculate LCE from spod in a realistic manner and stop over hyping supply that has been all talk for over a decade. https://t.co/e1b41gYPD2
Rio Tinto's Lithium Strategy in Disarray, Priorities Misaligned
Sad story. @RioTinto’s #lithium “strategy” seems in total disarray. Flip-floping on hard rock. Focusing on Rincon instead of the better brine assets in Argentina. Do the industry a favor and sell some of your projects. You clearly don’t know how...
Lithium Argentina Boosts Resources 42% to 28.1 Mt LCE
Listen to episode 231 of the podcast with @Lithium_ARG VP Tom Benson if you want more details on this announcement. @tomvolcano
China's Lithium Lead Persists, but Supply Share Shrinks
China’s lithium supply dominance is hardly being “locked in.” Over the next decade their #1 position over demand will remain but their control over supply will diminish as assets in North America and non Chinese owned assets in South America...
Lithium Price Swings Are Noise, Not Strategy Guide
All the commentary on daily or even weekly #lithium price changes is more noise than meaningful insight. Oversimplification abounds. Price volatility is the current reality but shouldn’t drive your actions unless you make your living as a trader. In that case...
Solo Market Update Highlights Thacker Pass Visit Insights
The latest episode is a solo market update including comments on my visit to Thacker Pass https://t.co/qWVTLZDIai
SQM's Price Signals Lagging 2026 LCE Production Growth
SQM’s quarterly price results remain a bellweather of the market price trend. The big question is how much higher will this quarter be? SQM’s 2026 LCE production won’t come close to the market growth for the year. Let...
Japan Poised to Rejoin US‑Canada Lithium Battery Alliance
Happy Monday & March. #Lithium is back. One of my hopes is Japan makes a comeback in lithium-ion battery working with the U.S. & Canada. https://t.co/xcJ04Pczo1