Fabulous thread on the challenge faced by auto dominated economies and the threat of falling behind in the transition to EV’s Germany/UK/Spain/Italy/USA/Brazil

Very encompassing plan to expand domestic production of critical minerals! Look forward to how this will help the industry whitehouse.gov/presidential-a…

Fun time with my friend Joe ⁦Joe Lowry⁩ talking about lithium / trade / tariffs and demand along with a couple of fun items. podcasts.apple.com/us/podcast/the…

I don’t think people realize just how big of an impact batteries are already having on the grid. In just a few years, batteries have completely taken over ancillary services in ERCOT. The same will be true everywhere else soon. It’s far more efficient to provide ancillary

This is the problem everyone outside of China has. Refining is where some of the art in the value chain lies and without it you have nothing.

Strong news here correcting the argument that BEV’s want grow as much and that PHEV’s will be the dominant choice and put less pressure on the need for more critical minerals #Lithium

Strong news that a number of participants are utilizing this for forward purchases possibly signaling a bottom in the #lithium market: CME Group Announces Record Volume, Open Interest Across Battery Metals Complex prnewswire.com/news-releases/…

We must manufacture batteries at scale here in the US if we want to have any shot at the very near future of defense, robotics, mobility, and energy. Basically everything that matters right now goes back to batteries.

What a great opportunity to displace this energy storage with battery storage! About 2,000 gallons of diesel spills in Baltimore waterfront, officials say - Reuters stocks.apple.com/AGYIlEQdQQoOfT…

You can extend this to lithium and not just cells and cars.

Chamath Palihapitiya Chamath… this lab-scale research that purifies molten titanium with rare-earth yttrium is clever, high-cost chemistry. It leaves the titanium industry’s high-cost economics untouched - the metal still runs through the 1940s Kroll process, demands multiple vacuum-arc melts,

I fully agree Chris Berry this conference has displayed evidence of considerable optimism across the value chain.

Give Dwayne Sparkes a follow if you want some cogent analysis on the mining side of lithium. Great analysis here noting the knife’s edge of S/D is very fine in the Li world. In addition to a mine cutting supply in 🇨🇳 all signs are positive on the demand side globally.

It just dawned on me that batteries will forever be paired with energy generation - regardless of how far into the future you go. There will always be a mismatch between power generation and demand as long as humans are involved. There will always be times where we'll consume

So much for a free market! Give my friend Daniel Jimenez Sch if you want valuable and articulate insights to the Lithiim market.

It is a cold winter without Dwayne Sparkes. Joe Lowry Elon Musk Chansaly Ker Howard Klein Rodney Hooper

Rest of the World will become a bigger market for EVs than the US this year...

Wow - that is an impressive plant.

Wow this is big news and should send shivers to the battery industry outside China. China does not want to be a materials supplier to the world. They have built an EV supply chain to sell EV’s not components!

This is why BESS will grow. It more efficiently uses generation regardless of the source. Reduces need for peaker gas plants at a more efficient capital spend.