Green ending of red week for #lithiumstocks. Lithium spot prices continue to dive down (spodumene by 1.4%, LC by 0.6%), but lithium futures went up today by 0.9%-1.7%, however futures are still in backwardation.

This is insane: We must received some MASSIVE downward jobs revisions. May’s jobs report was revised down by 125,000, from +144,000 to +19,000. June’s jobs report was revised down by 133,000, from +147,000 to +14,000. That’s 258,000 jobs that just vanished from the data in 2

Results of top ASX lithium players in July: $PMT +53.6% m/m $SYA +46.7% m/m $MIN +36.0% m/m $PLS +22.8% m/m $INR +16.2% m/m $LTR +15.1% m/m $IGO +9.6% m/m $VUL +1.6% m/m S&P ASX 200 +1.4% m/m #WC8 0.0% m/m $CXO -3.0% m/m #lithiumstocks

Results of top Chinese lithium players in July: Chengxin Lithium +23.6% m/m Yahua Ind. +22.2% m/m Tianqi Lithium +19.8% m/m Youngy +14.2% m/m Ganfeng Lithium +8.1% m/m Tibet Summit +5.9% m/m SZSE index +5.1% m/m #lithiumstocks Lithium carbonate futures GFEX LC2508 +8.1% m/m

Results of top North American lithium players in July $LAR +25.7% m/m $PLL +19.8% m/m $SGML +15.2% m/m $LITP ETF +11.9% m/m $INR +6.2% m/m $SLI +5.1% m/m $ALB +3.4% m/m S&P 500 +0.7% m/m $SQM -0.4% m/m $LAC -4.5% m/m #lithiumstocks

Metals: weekly price & performance

Aug 04, 2025 #Lithium Carbonate 99.5% Min China Spot Price: $9,901.47 1 day: $+0.00 (0.0%) ➡️ YTD: -3.47% #Spodumene Concentrate (6%, CIF China) Price: $760.00 1 day: $+5.00 (0.66%) 📈 YTD: -6.86% Sponsored by OSX

ASX lithium stocks reacted bullish on the green day for lithium spot prices (up by 0.1% LC and by 0.7% spodumene).

US lithium stocks are green, as market expects upcoming rate cuts on newly revealed labour market weakness.

Aug 05, 2025 #Lithium Carbonate 99.5% Min China Spot Price: $9,893.70 1 day: $-20.84 (-0.21%) 📉 YTD: -3.55% #Spodumene Concentrate (6%, CIF China) Price: $760.00 1 day: $+0.00 (0.0%) ➡️ YTD: -6.86% Sponsored by OSX

#Lithium Carbonate Futures Collapse Below 70,000 yuan/mt, Reflecting Shift from Mkt Sentiment to Fundamentals, Medium-to-Long Term Outlook Remains Pessimistic news.metal.com/newscontent/10… As anticipated, high volatility in both futures & spot will remain the order of the day for now.

Australia weighs price floor for critical minerals, boosting rare earths miners reuters.com/markets/commod…

Lithium futures slumped today by 2.5%-3.2% putting pressure on Chinese #lithiumstocks. ASX peers mostly green probably supported by today's discussion of Australia's price floor for critical minerals.

UBS on #ASX #LITHIUM stocks' quarterlies 🧐: "Lithium miners were interestingly conservative on the short-term outlook for prices and hence sustainability in the run-up of their own share prices. Consensus seemed to be that news out of China had not led to a fundamental change in

Aug 06, 2025 #Lithium Carbonate 99.5% Min China Spot Price: $9,844.60 1 day: $-34.69 (-0.35%) 📉 YTD: -4.02% #Spodumene Concentrate (6%, CIF China) Price: $748.00 1 day: $-12.00 (-1.58%) 📉 YTD: -8.33% Sponsored by OSX

Growth of lithium futures by 1%-1.4% supported #lithiumstocks today. However futures are still in backwardation, while spot prices continue going down (-1.6% for spodumene, -0.4% carbonate).

What just happened? Over the last 24 hours, President Trump has: 1. Doubled tariffs on India to 50% 2. Imposed additional 15% tariff on Japan 3. Announced 100% tariff on semiconductors 4. Said pharmaceutical tariffs of 250% coming soon All 4 of these targets have had previous

Green day for #lithiumstocks. Lithium prices returned to growth today: spot spodumene price is up by 1.2%, Aug-Oct futures surged by 3.2%-5.3%.