An alternative/different views on Na Ion vs Li batteries.

With these prices and ranges for an EV, the speed of adoption could increase substantially outside China. Can imagen the anxiety non Chinese legacy OEMs must feel when reading this 😱 electrek.co/2025/06/30/byd…

June YTD EV Sales China: 30% higher than last year. If this growth rate continues through the year, 14 million EVs will have been sold in 2025 in China, accounting to almost 50% of all passenger vehicles. This translates into an incremental LCE demand of 150 kMT. Add to that

Zijin´s Zangge (11 kMT-LCE/y) ordered to " an immediate halt to non-compliant mining" Interesting that such a small production cut back would trigger a 4% price increase of Li2CO3 futures at the GFEX. 🤔 channelnewsasia.com/business/chine…

Congratulations to the Galan Lithium Limited team that worked hard to obtain the RIGI for its Hombre Muerto West project in Argentina! 👏 👏 👏 This will certainly be an catalyzer for the project to be executed.

"somebody" did not like Li2CO3 futures prices increasing.... [Prices of Multiple Futures Soar, GFEX Takes Four Emergency Measures to Cool Market]As the market's "anti-rat race" competition progresses, multiple commodity varieties have gained popularity, with significant

Eramet announcing it has solved main issues troubling the ramp up at its Centenario DLE plant in Argentina. How the project evolves is of great interest: the first 100% DLE in the Andes. Will it be able to reach nameplate capacity? At what opex? eramet.com/en/investors/

With so little downstream production capacity in the battery supply chain projected in the USA, the push for local upstream seems voluntarism. The USA needs to push stronger/quicker for downstream. ...and in the meantime we get weekly news of additional XX GWh production

Cauchari-Olaroz reaching 85% of name plate capacity and cash costs for Li2CO3 of USD/Kg 6.0 Good resources and well executed brine projects in the Andes will deliver production that will be sitting at the very low end of the cost curve. Congratulations to the Exar team

The Chinese antitrust authority abusing/extorting SQM and Codelco in order to give their approval to the "Atacama merge" agreement. Context: - Codelco: the world´s largest Cu producer´s main market is China. - SQM: the world´s largest lithium producer´s main market is China -

An apparent good start of Covalent´s lithium hydroxide plant. Let´s hope that from a proyect development point of view this ends up being a success story, unlike Albemarle´s Kemerton or Tianqi´s Kwinana. However, from an economic point of view and given China´s huge refining

Spodumene prices touching the USD/MT-SC6 1000. Yet Li2CO3 and LiOH price increases have been lower, pushing refiner´s margins down (negative). What to expect immediate near term? i) upward price correction for Li2CO3/LiOH or ii) downward price correction for SC6

Brump, building a 450 kMT LFP plant. This equates to 115 kMT LCE/yr. Just like that! This is roughly 50% of the global LCE demand in 2018. Notice: Gen 4 LFP, High Energy Density.

And not to forget, Brump is partially owned by CATL. This means that CATL is effectively securing competitive supply of LFP Gen 4 which, with a higher energy density than generations before, continues narrowing the performance gap with High Ni NMC at a substantial lower cost.

IGO/Tianqi´s LiOH costs continue being the highest cost LiOH worldwide. With conversion cost of USD/Kg 22-23 to which we need to add SC at a economic equivalent cost of USD/Kg 5-6, the total cost end up being USD/Kg 27-29. With prices of USD/Kg 8-9, there are probably more fun

Correction: Figures in AUD not USD IGO/Tianqi´s LiOH costs continue being the highest cost LiOH worldwide. With conversion cost of USD/Kg 14-15 to which we need to add SC at a economic equivalent cost of USD/Kg 5-6, the total cost end up being USD/Kg 19-21. With prices of

Lithium demand has grown at a CAGR of 24% over the last 10 years. Over the next 5 years, demand will grow at a CAGR of 20%. This means that over a 15 year period demand will have grown at a CAGR of 22%. I do not know of any other commodity that has experienced such a high growth

Looking forward to participate in XIV International Lithium in South America seminar in Catamarca, Argentina on September 29th and 30th organized by Panorama Minero. Will be talking about the opportunities LiCl represents for brine lithium assets. Galan Lithium Limited is part of this

The fact that MinRes would be putting its lithium assets for sale, could enable one of the few possible supply consolidations in a very scattered market. With Australia making it difficult for Chinese companies to buy this assets, it could be a interesting possibility for non