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Loved how the $PLS $LRS bid fired up the "Tier 1" asset debate, a term marketed by both on Salinas. Consider, not even the Pilbara's P680 plant with improved recoveries (72%) is making money today, nor is $SGML for that matter, so are they even Tier 1? what does that make $LRS?

Quick calcs on $PMET $PMT Corvette capital efficiency relative to Canadian spod. con. peers which released studies in the last 12 months. Used sensitivity tables to sync. on price assumption - prone to error but good enough. A little underwhelmbed tbh, even James Bay is better

BREAKING: Robotics to dethrone EVs? Adamas Intelligence's 2040 Magnet Market Outlook predicts a seismic shift in #RareEarths: Robotics will join and ultimately surpass EVs as the dominant demand driver. $MP #RoboticsRevolution A 🧵...

Avalon $AVL.v Lithium Refinery PEA: $1k SC6 yet $26k LiOH for 30yr LOP 👀Ontario SC6 (being generous) AISC=$1k/t SC6, so pricing essentially attributes 100% of margin to refiner 0% to miner🤦If you look at Aus-China SC6-LiOH mkt, margin split is ~50/50, ie. 26k LiOH = $2k SC6

$RCK.v Rock Tech🇨🇦Red Rock refinery PEA out, peers to $AVL.v (see previous commentary below). Note the more realistic ratio between SC6 and LCE price compared to AVL. Even still, IRR only 22% when margin split tilted in refiner favour ~72%:28% miner assuming ON🇨🇦SC6 AISC $1k/t

Arcadium absolutely flying after Rio confirms they're in talks to buy $ALTM $LTM.ax $RIO

If we drill down on the global #EV market’s key regions we can see that, frankly, the so-called shift to PHEVs is to-date primarily a theme of the Chinese market and is only just starting in Europe and North America. However, with China’s oversized share of the global EV market,

🔋 In September 2024, two thirds of all GWh rolled onto the world’s roads were in made-in-China EVs, 57% of which were powered by LFP batteries, up from 51% in the same month last year. Notably, the share of made-in-China EVs with high-nickel cell chemistries (i.e., NCM 6-Series

🤖 By 2040, #Tesla chief Elon Musk projects that there will be 10 billion humanoid robots operational on Earth. Brett Holz, founder of Midjourney, agrees with Musk but himself foresees growth to 100 billion humanoid robots in operation by the 2060s, mostly operating in outer

🚘 Despite the rosy outlook for #manganese use in next generation EV batteries, including lithium-manganese-iron-phosphate (#LMFP), lithium-manganese-nickel-oxide (#LMNO) and other nickel-manganese (#NMx) based cathodes, our latest quarterly deployment data suggests that

If you're a subscriber to The Northern Miner you'll see my Lithium 2025 Outlook on pp39-40 of December's issue northernminer.com/digital-editio…

We’re back $PMET patriotbatterymetals.com/c69-million1-i…