
Theo Soumyaraj
@tsoumyaraj
Shares & Real Estate Investor, Lithium
ID: 1180752159899414528
06-10-2019 07:50:43
867 Tweet
1,1K Followers
86 Following

๐โก Lithium on Fire! GFEX Lithium Carbonate futures closed at ยฅ86,920/mt (+2.36%) ๐๐ฅ Spot battery-grade LiโCOโ (99.5%) at $11,486.91 USD/mt (+0.85%). ๐๐ Demand from EV & BESS markets still roaring ๐๏ธโก, with 149 entities joining the ESS antiโโrat raceโ ๐ค๐ก๏ธ, tighter


โก๏ธLithium squeeze ahead? ๐จ๐ณ Shanghai Metals Market projects two scenarios that could shake the #LithiumCarbonate market in 2025. Hereโs what happens if supply falls by 10% vs 20% ๐ Current LC price (Aug โ25): $11k Prices bounced ๐ after CATL mine halt, removing ~3โ8% of

๐จโก๏ธLITHIUM SURGE!โก๏ธ๐จ GFEX #LithiumCarbonate ๐ futures smashed ยฅ90,000/mt intraday (last seen Oct 8, 2024! ๐ฅ) Now at ยฅ88,720 (+4.18%) ๐๐ฅ Battery-grade lithium spot price in USD also powering up โ $11,747/mt (โฌ๏ธ2.30%)โก๐. $12,000 within days, as predicted The EV & BESS



๐จ Lithium Market Heating Up! ๐จ ๐ Todayโs key levels in sight: โก GFEX Futures close > ยฅ90,000 โก Lithium Spot > $12,000 (1st time in almost a year!) ๐ Why it matters: โ EV & BESS demand accelerating ๐๐ โ Battery supply chains tightening โ Qinghai & Yichun supply

๐ Lithium crunch ahead in 2026! ๐ Demand: 2.0โ2.1m t LCE (+25%) ๐ EVs, ๐ BESS, ๐ E-trucks = demand boom ๐ Supply: 1.8โ1.9m t LCE โ ๏ธ Supply Deficit: 0.1โ0.3m t LCE Why shortfall? ๐จ๐ณ Chinaโs new anti-rat-race & involution policies ๐ฑ Environmental permit hurdles ๐ธ Weak

๐จ Lithium Awakening: 2026 Bull Run Loadingโฆ ๐ ๐น Sep โ24โMar โ25: stable at ยฅ75Kโยฅ80K/t ๐น AprโMay โ25: crash to ~ยฅ65K/t ๐ฑ ๐น JunโAug โ25: roaring back to ๐ ~ยฅ90K/t โ ๏ธ Whatโs next? โ๏ธ Supply disruptions biting harder โ๏ธ Demand resilience holding strong โ๏ธ Looming 2026




๐จ Lithium is waking up! ๐จ โก๏ธ Prices up nearly 20% after mine closures in ๐จ๐ณ ๐ UBS just lifted 2026 #spodumene forecast by 32% ๐ฅ ๐ก They see deeper Chinese supply cuts in the next 6โ12 months ๐ Canaccord says โDemandโs in charge nowโ โ growth is stronger than expected &


๐จ Energy milestone loading in ๐ฟ๐ผ! ๐จ ๐ฆ๐บ #InvictusEnergy secures 19.9% stake sale to a Qatari investor ๐ฐ โ powering its gas project in Zimbabwe ๐๐ฅ โจ National Project Status from MOFED&IP โ unlocking ๐ investment, ๐ก innovation & ๐ญ industrialisation. ๐ Production


โก๏ธChinaโs lithium giants are bleeding red ink ๐ โขChengxin Lithium: H1โ25 net loss ยฅ841m ๐ธ โขYongxing Lithium: H1โ25 net loss ~ ยฅ150m โขGanfeng Lithium: H1โ25 net loss ยฅ913m ๐ป โขTianqi Lithium: H1โ25 net profit down 98% YoY ๐ฉธ Margins collapsing, revenues falling, producers

๐จ China lithium crunch incoming? Eight key Yichun ๐จ๐ณ lepidolite mines must secure permits by Sept 30, 2025 โณ โ๏ธ Operators on the line: 1๏ธโฃ ๅฎๅพทๆถไปฃ (CATL / Shidai Mining) 2๏ธโฃ ๅฝ่ฝฉ้ซ็ง (Guoxuan / Gotion) 3๏ธโฃ ็ๆบ (Yichun Shengyuan Lithium) 4๏ธโฃ ๅฎๆฅๅธ็ฟไธๅฝไผ (Yichun Mining / Lixun


๐ Lithium Showdown: $LKE vs $SLI โก๐ Market Cap ๐ฆ๐ฐ โข๐ฆพ $SLI: US$600M โข๐ $LKE: US$38M (๐ tiny!!) DFS Highlights ๐๐ โข๐ LKE (Kachi): ๐ CAPEX $1.16B | โก OPEX $5,895/t | ๐ต NPVโโ $1.01B (post-tax) | ๐ IRR 19.7% | โณ Payback 4.5y | ๐ญ Life 25y | ๐ Production 25,000
