Electric aviation is here! #Lithium

What can we expect from Pilbara Minerals for FY26? "FY26 is very much the year of steady state for the platform and improving what it can do.” -PLS CEO - Dale Henderson. For reference, FY25 saw production volume of 754.6kt at unit costs of A$627. #Lithium

Lithium from AFR yesterday: afr.com/markets/commod…

At mkt close today, the average #lithium carbonate futures price fell by 0.38%, exceeding the average LC spot prices by CNY 556, increasing contango. Mkt sentiment was down, as reflected by all futures in the red. The last 10-day average futures price is the highest since 11/24

🚨 Lithium is waking up! 🚨 ⚡️ Prices up nearly 20% after mine closures in 🇨🇳 📈 UBS just lifted 2026 #spodumene forecast by 32% 🔥 💡 They see deeper Chinese supply cuts in the next 6–12 months 🔋 Canaccord says “Demand’s in charge now” — growth is stronger than expected &

why would the Swiss be so happy about their EV experiences? ⚡️⚡️⚡️ #alwaysbecharging

Will #Lithium rise to 100,000RMB/t next year? UBS says #lithium carbonate prices will go to 100,000RMB/t (US$13,980/t) in China next year. These prices would then flow onto Aussie #spodumene concentrate miners such as Pilbara Minerals and Mineral Resources, with UBS upping its

🔋🔋LITHIUM MARKET 🚀🚀 If lithium is in such a huge surplus why are jurisdictions around the world scrambling to develop their resources? Perhaps ask UBS again next year too. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD

⚡️Lithium Shockwave⚡️ CATL 12-month closure rumors (UBS) = supply crunch 🔥 👉 Spodumene squeeze 👉 LCE shortage 👉 Demand shock from EV & BESS boom 🚗🔋 Prices could RIP 🚀🌕 The lithium bull is officially unleashed 🦁⚡️ Lithium supply deficit 2026 ✅ #Lithium #EV

#Lithium Bulls are in charge now 🚀😎💯

🚨 GFEX #LITHIUM Carbonate Futures off to rocky start! 🔎 Decisively below key RMB 80k level ⚠️ 🔎 Back in key demand zone (see trend ribbons on my daily chart update) 🔎 Crucial close at high today = shows demand buying dip + rally from ribbons confirms new LT uptrend 🧐 $MIN

Except for all domestic #lithium carbonate & hydroxide prices, which fell, all other Li chemical & ore prices remained unchanged today in the Chinese spot mkt. However, the last 10-day average $Li2O3 price is still the highest since July 22, 2024. Prices are falling very slowly.

Aug 28, 2025 #Lithium Carbonate 99.5% Min China Spot Price: $11,160.09 1 day: $-223.20 (-1.96%) 📉 YTD: +8.80% #Spodumene Concentrate (6%, CIF China) Price: $889.00 1 day: $-31.00 (-3.37%) 📉 YTD: +8.95% Sponsored by Libra Energy Materials

Despite what legacy media says, people are buying #EVs Australia’s largest dealership group is planning on adding more Chinese #EV car brands after strong demand for BYD electric vehicles lifted profits. #lithium

Those other eight mines have until the end of September to submit their data. Lithium stocks rip amid warning of more China disruptions afr.com/markets/commod…

📈 In H1 2025 #BESS shipments surpassed total shipments for the whole of 2023 by 25%, the battle to dominate this part of the supply chain is fierce. Dynamics are shifting as smaller players outside of the top five capture an increasingly larger portion of the market.

#PLS: At 13:00 Sydney time, buyers outnumber sellers 2:1 again today 1,641 buyers for 12,793,732 shares 810 sellers for 6,704,056 shares

Aug 29, 2025 #Lithium Carbonate 99.5% Min China Spot Price: $11,138.46 1 day: $-48.94 (-0.44%) 📉 YTD: +8.59% #Spodumene Concentrate (6%, CIF China) Price: $894.00 1 day: $+5.00 (0.56%) 📈 YTD: +9.56% Sponsored by Libra Energy Materials

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Unbelievable. #Lithium