Interesting insights from Ian Zhang from Master mines in relation to the production halt of Zangge's brine operations in Qinghai. He expects more fines & shuts are likely to come.

Results are in! 75% of respondents believe the lithium price will carry its positive momentum into next week. Currently the #lithium carbonate price sits at RMB 69,960/t [$9,740USD]. Will it rise above 70,000? Let's touch base next week and see how it all unfolds.

"The futures price closed the Friday session with an increase of nearly 3% as there was rumour that a large scale #lithium refinery in Jiangxi Province will suspend the external sales of #lithium carbonate for some time."

Largest #Lithium Pegmatite Resources in the Americas 🇨🇦🇺🇸🇧🇷 1. SHAAKICHIUWAANAAN $PMET

6 more days till Pilbara Minerals releases its June Quarter results. “With spodumene pricing back at around $US760 a tonne … we think the equities are no longer facing earnings momentum headwinds for FY26.” - Citi #Lithium afr.com/markets/commod…

Interesting reports coming out of China regarding #lithium production as they tackle overcapacity and a slow-down in production. "Traders are hopeful the Chinese government's crackdown at Zangge's mine signals a broader effort to tackle overcapacity in the market." "Morgan

"The recent surge in #lithium prices suggests that we are past the lowest point in the lithium price cycle so long as China's crackdown reduces lithium supply." Vivek Dhar, CBA lead mining and energy commodities strategist goes onto add that “The potential for licensing‑related

Pilbara Minerals - Looking ahead to FY26. Steady as she goes. "FY26 is very much the year of steady state for the platform and improving what it can do.” - PLS Dale Henderson. Guidance for FY26 has been set at 820,000-870,000t of spodumene at unit costs of

$LTR this has got to mark the bottom...

CATL Suspending Production at a Major #lithium mine. "CATL, the world’s largest manufacturer of electric-vehicle batteries, has announced internally that the Jianxiawo mine would be temporarily halting operations [for at least 3 months], they said. One of the people said the

BESS deployments in H1 2025 continue to grow rapidly with China and the US leading the way. The Middle East is emerging as a new hub for energy storage, with Saudi Arabia deploying 7.8GWh in June alone via several mega projects. #BESS #battery

Chinese 🇨🇳 Lithium Carbonate Production in July. In July, China produced 76,600 tonnes of #Lithium Carbonate according to Mysteel New Energy. 🔼 3.5% Month on Month. For August Production is scheduled to sit at 79,600 tonnes rising 4.1% MoM.

The lithium - battery demand story mapped since 2007. Recent price bumps from China supply worries & Chile rumours likely aren’t a new bull run—but a reminder: sentiment, policy & local disruptions move prices fast. #EV #lithium #battery