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
Recapping a Coast‑to‑Coast Lithium Tour in Podcast
Sun coming up on a redeye home from Reno after a long #lithium week stretching from meetings with investors & producers in south Florida to northern Nevada to see Thacker Pass. Will do a solo podcast to recap what I...
Team Advances America’s Lithium Resurgence at Thacker Pass
A very interesting day at Thacker Pass. A great team building America’s return to #lithium respectability. @LithiumAmericas $LAC https://t.co/Nl37fx3jlX
Retail Lithium Investors Should Prioritize Proven Production Assets
Nobody likes to hear it but these are dangerous times for retail #lithium investors that throw money at projects that shouldn’t (and ultimately won’t) be built. Buy quality assets - currently producing or with a clear path to production. Traders?...
ILi Markets: Rare, Timely Lithium Market Insight Source
Thanks @D_Jimenez_Sch - there are limited sources of useful, timely information on the #lithium market. Daniel (& his team at iLi Markets) is one of them. Great podcast guest too.
High Lithium Prices Won’t Rescue Poor Assets
Higher #lithium prices don’t have the power to make low quality lithium assets good investments. Be careful out there. https://t.co/BDwn05D4Fc
Optimism Returns as Lithium Prices and ESS Boom Questioned
Sunny & cold in Florida. How high will #lithium price go this cycle was the # 1 question. How real is the ESS boom was #2. Nice to see some optimism after a couple of lean years. https://t.co/KLtvzNOlxk
Flying to Florida, Then Nevada for Lithium Americas Visit
Nice day to fly. Florida (BMO) today. Nevada to visit @LithiumAmericas & Thacker Pass later this week. https://t.co/IxPMJX66U7
Beyond Bullish Forecasts: Deep Dive with YJ Lee
Episode 229 of the @globallithium podcast with YJ Lee. The bullish forecasts are only a small part of the conversation. @usuallyYJLee https://t.co/Dkg19Dg7Lg