Theo Soumyaraj (@tsoumyaraj) 's Twitter Profile
Theo Soumyaraj

@tsoumyaraj

Shares & Real Estate Investor, Lithium

ID: 1180752159899414528

calendar_today06-10-2019 07:50:43

867 Tweet

1,1K Followers

86 Following

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๐Ÿš€๐Ÿ”‹ Lithium vibes are strong today! ๐Ÿ“ˆ GFEX Sept Futures at ยฅ85,520 (+0.71%), so far holding steady and showing solid momentum ๐Ÿ’ก Spot Battery-Grade Liโ‚‚COโ‚ƒ at $11,486.91/mt, +0.85% on the day, marching toward that $12K milestone ๐Ÿ“Šโœจ If this pace keeps up, we might see

๐Ÿš€๐Ÿ”‹ Lithium vibes are strong today!

๐Ÿ“ˆ GFEX Sept Futures at ยฅ85,520 (+0.71%), so far holding steady and showing solid momentum

๐Ÿ’ก Spot Battery-Grade Liโ‚‚COโ‚ƒ at $11,486.91/mt, +0.85% on the day, marching toward that $12K milestone ๐Ÿ“Šโœจ

If this pace keeps up, we might see
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๐Ÿš€โšก Lithium on Fire! GFEX Lithium Carbonate futures closed at ยฅ86,920/mt (+2.36%) ๐Ÿ“ˆ๐Ÿ”ฅ Spot battery-grade Liโ‚‚COโ‚ƒ (99.5%) at $11,486.91 USD/mt (+0.85%). ๐Ÿ”‹๐Ÿ’Ž Demand from EV & BESS markets still roaring ๐ŸŽ๏ธโšก, with 149 entities joining the ESS antiโ€“โ€œrat raceโ€ ๐Ÿค๐Ÿ›ก๏ธ, tighter

๐Ÿš€โšก Lithium on Fire!

GFEX Lithium Carbonate futures closed at ยฅ86,920/mt (+2.36%) ๐Ÿ“ˆ๐Ÿ”ฅ

Spot battery-grade Liโ‚‚COโ‚ƒ (99.5%) at $11,486.91 USD/mt (+0.85%). ๐Ÿ”‹๐Ÿ’Ž

Demand from EV & BESS markets still roaring ๐ŸŽ๏ธโšก, with 149 entities joining the ESS antiโ€“โ€œrat raceโ€ ๐Ÿค๐Ÿ›ก๏ธ, tighter
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โšก๏ธLithium squeeze ahead? ๐Ÿ‡จ๐Ÿ‡ณ Shanghai Metals Market projects two scenarios that could shake the #LithiumCarbonate market in 2025. Hereโ€™s what happens if supply falls by 10% vs 20% ๐Ÿ“Š Current LC price (Aug โ€™25): $11k Prices bounced ๐Ÿ“ˆ after CATL mine halt, removing ~3โ€“8% of

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๐Ÿšจโšก๏ธLITHIUM SURGE!โšก๏ธ๐Ÿšจ GFEX #LithiumCarbonate ๐Ÿš€ futures smashed ยฅ90,000/mt intraday (last seen Oct 8, 2024! ๐Ÿ”ฅ) Now at ยฅ88,720 (+4.18%) ๐Ÿ“ˆ๐Ÿ’ฅ Battery-grade lithium spot price in USD also powering up โ†’ $11,747/mt (โฌ†๏ธ2.30%)โšก๐Ÿ”‹. $12,000 within days, as predicted The EV & BESS

๐Ÿšจโšก๏ธLITHIUM SURGE!โšก๏ธ๐Ÿšจ

GFEX #LithiumCarbonate ๐Ÿš€ futures smashed ยฅ90,000/mt intraday (last seen Oct 8, 2024! ๐Ÿ”ฅ)

Now at ยฅ88,720 (+4.18%) ๐Ÿ“ˆ๐Ÿ’ฅ

Battery-grade lithium spot price in USD also powering up โ†’ $11,747/mt (โฌ†๏ธ2.30%)โšก๐Ÿ”‹. 
$12,000 within days, as predicted

The EV & BESS
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๐Ÿ’ง Lake Resources raises up to A$12M, lifting pro-forma cash to ~A$28M (30 Jun 2025) ๐Ÿ’ฐ โšก Enhances liquidity & flexibility to advance the Kachi Project ๐ŸŽ Shareholders rewarded with bonus loyalty options ๐Ÿ“Š Dilution = managed, offset by stronger balance sheet & extended

๐Ÿ’ง Lake Resources raises up to A$12M, lifting pro-forma cash to ~A$28M (30 Jun 2025) ๐Ÿ’ฐ

โšก Enhances liquidity & flexibility to advance the Kachi Project

๐ŸŽ Shareholders rewarded with bonus loyalty options

๐Ÿ“Š Dilution = managed, offset by stronger balance sheet & extended
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๐Ÿšจ Lithium Market Heating Up! ๐Ÿšจ ๐Ÿ“ˆ Todayโ€™s key levels in sight: โšก GFEX Futures close > ยฅ90,000 โšก Lithium Spot > $12,000 (1st time in almost a year!) ๐Ÿ”‹ Why it matters: โœ… EV & BESS demand accelerating ๐Ÿ”‹๐Ÿš— โœ… Battery supply chains tightening โœ… Qinghai & Yichun supply

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๐Ÿ”‹ Lithium crunch ahead in 2026! ๐Ÿ“ˆ Demand: 2.0โ€“2.1m t LCE (+25%) ๐Ÿš— EVs, ๐Ÿ”‹ BESS, ๐Ÿšš E-trucks = demand boom ๐ŸŒ Supply: 1.8โ€“1.9m t LCE โš ๏ธ Supply Deficit: 0.1โ€“0.3m t LCE Why shortfall? ๐Ÿ‡จ๐Ÿ‡ณ Chinaโ€™s new anti-rat-race & involution policies ๐ŸŒฑ Environmental permit hurdles ๐Ÿ’ธ Weak

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๐Ÿšจ Lithium Awakening: 2026 Bull Run Loadingโ€ฆ ๐Ÿš€ ๐Ÿ”น Sep โ€™24โ€“Mar โ€™25: stable at ยฅ75Kโ€“ยฅ80K/t ๐Ÿ”น Aprโ€“May โ€™25: crash to ~ยฅ65K/t ๐Ÿ˜ฑ ๐Ÿ”น Junโ€“Aug โ€™25: roaring back to ๐Ÿš€ ~ยฅ90K/t โš ๏ธ Whatโ€™s next? โœ”๏ธ Supply disruptions biting harder โœ”๏ธ Demand resilience holding strong โœ”๏ธ Looming 2026

๐Ÿšจ Lithium Awakening: 2026 Bull Run Loadingโ€ฆ ๐Ÿš€

๐Ÿ”น Sep โ€™24โ€“Mar โ€™25: stable at ยฅ75Kโ€“ยฅ80K/t
๐Ÿ”น Aprโ€“May โ€™25: crash to ~ยฅ65K/t ๐Ÿ˜ฑ
๐Ÿ”น Junโ€“Aug โ€™25: roaring back to ๐Ÿš€ ~ยฅ90K/t

โš ๏ธ Whatโ€™s next?
โœ”๏ธ Supply disruptions biting harder
โœ”๏ธ Demand resilience holding strong
โœ”๏ธ Looming 2026
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๐Ÿ“‰ Lithium futures (GFEX.LC2509) sank 7.99% to ยฅ81,040/mt as Jiangxi Special Electric Motorโ€™s unit Yichun Yinli announced plans to resume production after a maintenance halt #Lithium #EV #China #Commodities $LKE $LLKKF

๐Ÿ“‰ Lithium futures (GFEX.LC2509) sank 7.99% to ยฅ81,040/mt as Jiangxi Special Electric Motorโ€™s unit Yichun Yinli announced plans to resume production after a maintenance halt

#Lithium #EV #China #Commodities $LKE $LLKKF
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๐Ÿ”ฅ LITHIUM LOADING UP! ๐Ÿ”ฅ GFEX lithium futures & spot price just cooled off Thu/Friโ€ฆ but this looks like the calm before the next ๐Ÿš€๐Ÿ’Ž๐Ÿ™Œ EV & BESS boom + tight supply = next leg UP and coming! โšก๐Ÿ”‹ #Lithium #GFEX #EVs #EnergyTransition #BatteryMetals #Commodities

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๐Ÿšจ Lithium is waking up! ๐Ÿšจ โšก๏ธ Prices up nearly 20% after mine closures in ๐Ÿ‡จ๐Ÿ‡ณ ๐Ÿ“ˆ UBS just lifted 2026 #spodumene forecast by 32% ๐Ÿ”ฅ ๐Ÿ’ก They see deeper Chinese supply cuts in the next 6โ€“12 months ๐Ÿ”‹ Canaccord says โ€œDemandโ€™s in charge nowโ€ โ€” growth is stronger than expected &

๐Ÿšจ Lithium is waking up! ๐Ÿšจ

โšก๏ธ Prices up nearly 20% after mine closures in ๐Ÿ‡จ๐Ÿ‡ณ

๐Ÿ“ˆ UBS just lifted 2026 #spodumene forecast by 32% ๐Ÿ”ฅ
๐Ÿ’ก They see deeper Chinese supply cuts in the next 6โ€“12 months

๐Ÿ”‹ Canaccord says โ€œDemandโ€™s in charge nowโ€ โ€” growth is stronger than expected &
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โšก๏ธLithium Shockwaveโšก๏ธ CATL 12-month closure rumors (UBS) = supply crunch ๐Ÿ”ฅ ๐Ÿ‘‰ Spodumene squeeze ๐Ÿ‘‰ LCE shortage ๐Ÿ‘‰ Demand shock from EV & BESS boom ๐Ÿš—๐Ÿ”‹ Prices could RIP ๐Ÿš€๐ŸŒ• The lithium bull is officially unleashed ๐Ÿฆโšก๏ธ Lithium supply deficit 2026 โœ… #Lithium #EV

โšก๏ธLithium Shockwaveโšก๏ธ

CATL 12-month closure rumors (UBS) = supply crunch ๐Ÿ”ฅ

๐Ÿ‘‰ Spodumene squeeze
๐Ÿ‘‰ LCE shortage
๐Ÿ‘‰ Demand shock from EV & BESS boom ๐Ÿš—๐Ÿ”‹

Prices could RIP ๐Ÿš€๐ŸŒ•

The lithium bull is officially unleashed ๐Ÿฆโšก๏ธ

Lithium supply deficit 2026 โœ…

#Lithium #EV
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๐Ÿšจ Energy milestone loading in ๐Ÿ‡ฟ๐Ÿ‡ผ! ๐Ÿšจ ๐Ÿ‡ฆ๐Ÿ‡บ #InvictusEnergy secures 19.9% stake sale to a Qatari investor ๐Ÿ’ฐ โ†’ powering its gas project in Zimbabwe ๐ŸŒ๐Ÿ”ฅ โœจ National Project Status from MOFED&IP โœ… unlocking ๐Ÿš€ investment, ๐Ÿ’ก innovation & ๐Ÿญ industrialisation. ๐Ÿ“œ Production

๐Ÿšจ Energy milestone loading in ๐Ÿ‡ฟ๐Ÿ‡ผ! ๐Ÿšจ

๐Ÿ‡ฆ๐Ÿ‡บ #InvictusEnergy secures 19.9% stake sale to a Qatari investor ๐Ÿ’ฐ โ†’ powering its gas project in Zimbabwe ๐ŸŒ๐Ÿ”ฅ

โœจ National Project Status from <a href="/ZimTreasury/">MOFED&IP</a> โœ… unlocking ๐Ÿš€ investment, ๐Ÿ’ก innovation &amp; ๐Ÿญ industrialisation.

๐Ÿ“œ Production
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โšก๏ธChinaโ€™s lithium giants are bleeding red ink ๐Ÿ“‰ โ€ขChengxin Lithium: H1โ€™25 net loss ยฅ841m ๐Ÿ’ธ โ€ขYongxing Lithium: H1โ€™25 net loss ~ ยฅ150m โ€ขGanfeng Lithium: H1โ€™25 net loss ยฅ913m ๐Ÿ”ป โ€ขTianqi Lithium: H1โ€™25 net profit down 98% YoY ๐Ÿฉธ Margins collapsing, revenues falling, producers

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๐Ÿšจ China lithium crunch incoming? Eight key Yichun ๐Ÿ‡จ๐Ÿ‡ณ lepidolite mines must secure permits by Sept 30, 2025 โณ โ›๏ธ Operators on the line: 1๏ธโƒฃ ๅฎๅพทๆ—ถไปฃ (CATL / Shidai Mining) 2๏ธโƒฃ ๅ›ฝ่ฝฉ้ซ˜็ง‘ (Guoxuan / Gotion) 3๏ธโƒฃ ็››ๆบ (Yichun Shengyuan Lithium) 4๏ธโƒฃ ๅฎœๆ˜ฅๅธ‚็Ÿฟไธšๅ›ฝไผ (Yichun Mining / Lixun

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Breaking News: Infrastructure advances in the Puna with extra investment from mining companies Governor Raรบl Jalil met with executives from POSCO Argentina, Galan Lithium and Lake Resources. The companies confirmed additional contributions for strategic infrastructure works in

Breaking News: Infrastructure advances in the Puna with extra investment from mining companies

Governor Raรบl Jalil met with executives from POSCO Argentina, Galan Lithium and Lake Resources. The companies confirmed additional contributions for strategic infrastructure works in
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๐Ÿš€ Lithium Showdown: $LKE vs $SLI โšก๐Ÿ”‹ Market Cap ๐Ÿฆ๐Ÿ’ฐ โ€ข๐Ÿฆพ $SLI: US$600M โ€ข๐Ÿœ $LKE: US$38M (๐Ÿ‘€ tiny!!) DFS Highlights ๐Ÿ“Š๐Ÿ“ˆ โ€ข๐ŸŒ LKE (Kachi): ๐Ÿ— CAPEX $1.16B | โšก OPEX $5,895/t | ๐Ÿ’ต NPVโ‚โ‚€ $1.01B (post-tax) | ๐Ÿš€ IRR 19.7% | โณ Payback 4.5y | ๐Ÿญ Life 25y | ๐Ÿ”‹ Production 25,000

๐Ÿš€ Lithium Showdown: $LKE vs $SLI โšก๐Ÿ”‹

Market Cap ๐Ÿฆ๐Ÿ’ฐ
โ€ข๐Ÿฆพ $SLI: US$600M
โ€ข๐Ÿœ $LKE: US$38M (๐Ÿ‘€ tiny!!)

DFS Highlights ๐Ÿ“Š๐Ÿ“ˆ

โ€ข๐ŸŒ LKE (Kachi):
๐Ÿ— CAPEX $1.16B | โšก OPEX $5,895/t | ๐Ÿ’ต NPVโ‚โ‚€ $1.01B (post-tax) | ๐Ÿš€ IRR 19.7% | โณ Payback 4.5y | ๐Ÿญ Life 25y | ๐Ÿ”‹ Production 25,000
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๐Ÿšจ Breaking News: Lithium demand shock incoming ๐Ÿšจ โšก Tesla Megapack growth: 2020 โ†’ 1 GWh 2025 โ†’ 36 GWh ๐Ÿ“ˆ ๐ŸŒ But the world needs 2.3 TWh/yr ๐Ÿ”‹ Thatโ€™s >60ร— growth ahead Every MWh = more lithium ๐Ÿชซโžก๏ธ๐Ÿ”‹ Exponential storage growth = exponential lithium demand ๐Ÿš€๐ŸŒฑ #Tesla

๐Ÿšจ Breaking News: Lithium demand shock incoming ๐Ÿšจ

โšก Tesla Megapack growth:
2020 โ†’ 1 GWh
2025 โ†’ 36 GWh ๐Ÿ“ˆ

๐ŸŒ But the world needs 2.3 TWh/yr ๐Ÿ”‹

Thatโ€™s &gt;60ร— growth ahead

Every MWh = more lithium ๐Ÿชซโžก๏ธ๐Ÿ”‹

Exponential storage growth = exponential lithium demand ๐Ÿš€๐ŸŒฑ

#Tesla