EU fossil fuel share is collapsing. Coal, oil + gas. Top drops from 2004 → 2024: 🇩🇰 Denmark: 76% → 12% 🏆 🇵🇹 Portugal: 73% → 15% 🇳🇱 Netherlands: 91% → 46% 🇮🇪 Ireland: 95% → 55% 🇬🇷 Greece: 90% → 50% 🇫🇮 Finland: 44% → 5% Batteries to follow #Lithium #LFP #EnergyTransition

This isn’t noise—it’s a structural shift. China’s lepidolite was the market’s pressure valve. If it shuts or gets costly, global supply tightens. Lithium prices aren’t just spiking on hype—they’re baking in real risk premiums. #Lithium #EVs #BatteryMetals thewest.com.au/business/minin…

Australia’s battery boom is smashing forecasts—11,500 installs in 3 weeks. Average size jumped from 10 kWh to 17 kWh. Demand is surging, & #LFP is leading the charge. Part of a global trend. #Lithium supply will scramble to keep up. #EnergyTransition ✅ theguardian.com/environment/20…

Mysteel didn’t say “inventory drawdown” outright—but the signs are flashing: surging LC prices, tight supply, hesitant traders, and spodumene getting converted to hedge demand. Add in supply disruptions, and yeah… inventories are likely being chewed through. #Lithium #EVs #LFP

Ever mention China’s massive solar, EV & battery boom—only to hear “but they’re building coal plants”? 😑 Same. So I wrote this. 85% of new coal projects rejected in 2024. Most new ones = peakers. Storage is exploding. It’s not a buildout—it’s a phaseout. evcurvefuturist.com/2025/07/why-ch…

Don’t blow the bear trumpet yet. 🐻 June 23 still holds as the Grand Bottom. But here’s what to watch: ¥65,000 = key support ¥63,100 = line in the sand (break this, and it’s bear city) ¥68–70k = bounce zone if dip gets bought #Lithium #EVs #BESS #LFP #PLS $VUL #LTR #QTWO #WR1

Global grid BESS deployments surged 53% YoY in H1 2025 to 86.7 GWh. China led with 50+ GWh, but Saudi Arabia stunned with four >2.6 GWh projects. Gigascale is here: 14 projects >1 GWh online vs just 5 in 2024. The energy storage revolution isn’t coming—it’s charging. #LFP #BESS

2035: Just 10% of sodium-ion capacity is Tier 1 vs 42% for lithium. Add today’s 3,000+ GWh lithium vs ~70 GWh sodium, and the winner’s obvious. Sodium may grow, but it’s a niche. Lithium is the industrial backbone—and will dominate for decades. #Lithium #BatteryFuture #LFP #LCE

In 2015, Aussie #EVs averaged just ~150 km real-world range. By 2025, that's hit ~380 km. With battery tech scaling fast, 2030 could see avg ranges hit ~520 km—thanks to bigger packs, 800V systems & better efficiency. What was premium in 2020 will be the new baseline. #LFP

By 2030, the world could have 3+ TWh of grid batteries—up from just ~300 GWh today. That’s a 10x leap in 5 years. 🔋 China alone may need 1 TWh to balance its solar+wind surge. Add U.S., EU, India, Africa, LATAM… This isn’t a forecast. It’s inevitability. #BESS #Disruption

Sure, last week saw a bit of a retreat—but not enough to undo the bigger picture. CBA confirms my grand bottom hypothesis. China’s crackdown, demand strength, futures rebound… June was the floor. The next leg is building.⚡📈 #Lithium #EV #Disruption #LFP afr.com/markets/commod…

If you watch the #lithium market & don’t follow these four, you’re flying blind.🔋 YJ Lee, Chris Robb, Howard Klein & Matt Fernley break down surging demand, supply gaps, DLE hurdles & why prices may spike again. Equities lead. An excellent segment. #EVs #BESS #LFP #BatteryMetals

China is both the stick & the 🥕. It’s forcing the West to accelerate or fall behind—outpacing in #EVs, BESS, solar, refining, exports. And it’s made clean tech too cheap to ignore. The threat and the template. As China exits fossils, the world enters a new phase. ⚡🌏 #LFP #BESS

IEA & other analysts said 150 GW of solar by 2030. We’ve hit 599 GW in 2024. Their forecasts weren’t conservative—they were delusional. Linear models can’t grasp exponential disruption. And now they’re about to miss batteries even harder. #Solar #Disruption #EnergyTransition #LFP

🌍 June 2025: 1.8M plugin vehicles registered globally 🔋BEVs: 1.1M (+24% YoY) 🔌PHEVs: 600k (+18% YoY) 📈Plugin share: 28% of total auto market ➡️BEV alone: 18% 🧮YTD 2025 plugin share: 24% ⚡BEV YTD: 15% The S-curve steepens—adoption accelerates MoM. cleantechnica.com/2025/08/04/glo…

Vietnam is forging its own EV path. In just 2 years, it leapt from 3% to over 50% EV share. Homegrown VinFast—once laughed off—is now #1, #2, and #3. Backed by tax breaks, 150k chargers, and national pride, this isn’t catch-up. It’s a regional S-curve explosion. #EV #Lithium #LFP

China didn’t just double its electricity—it doubled its future. 10,000 TWh and climbing, while the US & Europe flatlined. In an electric world, power = power. Every factory, EV, data center, AI chip runs on this. If this keeps up, China doesn’t win—they own it all. ⚡🔥 #EV #BESS

Norway: 98.2% EVs in July. 97.2% BEVs. ICE cars? Practically fossil. Makes you wonder about the 1.8% holdouts. “EVs are a fad!” “I like the smell of diesel in the morning.” “Still waiting for an EV ute that can tow a fjord & grill salmon at the same time.” cleantechnica.com/2025/08/04/evs…

Turkey’s EV breakout in 2025 is no coincidence. BEV share hit 28.6% in June—up 133% YoY. Behind the surge? 🇹🇷 Togg—Turkey’s homegrown EV hero. In H1 2025, the T10X outsold Tesla, BYD & Renault. A regional S-curve in full swing. Another local pride meets energy transition. #EV

As the army of naysayers shrinks, the Grand Bottom case firms. Can we all at least agree to call this the Probationary Grand Bottom—& the best candidate for the title since the 2023 #lithium spike?🚀#LFP #EVs #BESS $PLS $PFE $VUL $LTR $PMT $RIO $IGO $INR $GLN #WC8 #WR1 $QTWO $MIN