LITHIUM STOCKS AND CHARTS

[nowwhat2]

Finally go 'round to listening to most of that.....Boy, what a dire outlook.
Sheesh.

.

[TradingCharts]

direct lithium team for emamet
Sent by Copilot:

Eramet has a dedicated team working on direct lithium extraction (DLE) projects. Here are some key members and their roles:

Christel Bories - Chair and Chief Executive Officer: Overseeing the strategic direction of Eramet, including its lithium projects.
Anne-Marie le Maignan - Executive Vice-President, Human Resources, Health and Security: Ensuring the well-being and safety of the team involved in these projects.
Jean-Philippe Letellier - Director: Involved in the strategic decisions related to lithium extraction.
Technical Team: Collaborating with partners like Électricité de Strasbourg and Institut Français du Pétrole Energies Nouvelles (IFPEN) to develop and implement DLE technologies12.
Eramet’s DLE projects include the pilot unit at the Rittershoffen geothermal power plant in Alsace, France, and the Centenario lithium extraction plant in Argentina13.

Is there a specific aspect of Eramet’s DLE projects or team that you’re particularly interested in? 😊

1: Eramet and Électricité de Strasbourg partnership 2: Eramet’s DLE process 3: Eramet’s Centenario plant

https://www.eramet.com/en/news/2024/07/eramet-inaugurates-its-direct-lithium-extraction-plant-in-argentina-becoming-the-first-european-company-to-produce-battery-grade-lithium-carbonate-at-industrial-scale/

[TradingCharts]

Battery Supply Chains: What Will Trigger Turning Points

[nowwhat2]

Nah.....I think this whole rally is because of the debate.....

Because evidently judging from that, we're still gonna be needing electricity - not just oil


.

[TradingCharts]

Lithium stocks surge as Chinese giant suspends major mine
By Kerry Sun
Wed 11 Sep 24
https://www.marketindex.com.au/news/lithium-stocks-surge-as-chinese-giant-suspends-major-mine

CATL's suspension of lithium operations in China has triggered a significant rally in ASX lithium stocks, with Pilbara Minerals leading gains of up to 17%
UBS projects an 8% cut in China's monthly lithium production due to CATL's suspension, forecasting an 11-23% upside for lithium prices in 2024
Extensive short selling in lithium stocks may be contributing to the sharp rally, with Pilbara Minerals being the most shorted stock on the ASX

[nowwhat2]

https://stockhead.com.au/resources/benchmark-gigafactories-apac-ubs-calls-lithium-bottom-sends-share-prices-surging/

Oh, wait....U (of course) knew already.....* Good article.....wow
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175066273

[nowwhat2]

Looks like quite the beast alright......but



Might ALSO be slightly nicer with a bannana seat, high rise handle and sissy bar tho


Regardless, sure beats peddling I bet.

JMHO

Anyways..... https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175061861

Good Luck

.

[TradingCharts]

Michael McKibben
Author
Research Professor at University of California, Riverside
14h
(in the comments)
https://www.linkedin.com/feed/update/urn:li:activity:7239029920021028864/

Pedro Nava It is still my sincere hope that Lithium Valley may be able to compete with the likes of Nevada and Arkansas. But if Chile and Argentina can convert to DLE, their salar costs may become harder to compete with.

https://www.linkedin.com/feed/update/urn:li:activity:7239029920021028864/

[TradingCharts]

Just when I thought a turn around was happening and then wack a new low for the year.
https://tradingeconomics.com/commodity/lithium

This is one of my bikes.

[TradingCharts]

Come back to this where and what is he building???

Christopher Aydelotte
Mining & Metals Professional
Construction Coordinator
https://www.linkedin.com/in/christopher-aydelotte-73141555/
Rio Tinto · Full-time
Sep 2022 - Present · 2 yrs 1 mo
Salt Lake City, Utah, United States

Millwright
US Magnesium
Sep 2012 - Sep 2022 · 10 yrs 1 mo

[TradingCharts]

The challenges of DLE applied to geothermal brines
https://www.linkedin.com/feed/

The main challenges of using DLE in geothermal brines include:

1) high temperatures (up to 225F (107C))
2) high salinity (up to 30% TDS for flashed brines)
3) high corrosivity (high salinity plus slightly acidic pH)
4) high total brine flow rates (up to 50,000 gallons/minute)

Yet, these unusual conditions may actually generate some useful attributes when applying DLE:

1) Li adsorption/ion exchange kinetics, if endothermic, may be more favored at high temperature
2) the low water content of highly saline brines (4-5 water molecules per dissolved ion) may make Li adsorption onto aluminate media more effective, and subsequent LiCl elution into pure water more favorable
3) adsorbents that are engineered to withstand such high salinities and brine flow rates may persist longer during multiple adsorption/desorption cycles

Only time and ongoing field testing will determine if such theoretical advantages occur in applying DLE to geothermal brines.

[TradingCharts]

Phillip Thomas
In the comments.
https://www.linkedin.com/feed/update/urn:li:activity:7236315341482516480/
Executive Director/Chairman at Patagonia Lithium Ltd (ASX:PL3), CEO Ekosolve Limited (DLE Lithium)
2d
We cant wait to show our 3,000 t LC Ekosolve demonstration plant in Texas.
- the geothermal brines need to be below 38 degrees but the heat exchanger in power plant takes care of that
- high salinity, high acidity makes no difference ( we successfully extracted 94% Li from a brine at a ph of 1 from petrobrine!
- our extraction process in the columns takes 22 seconds for the solvent to be fully loaded so we have 1.5m x 5m high columns with 99.5% plus extraction rates

but best of all our process is a single pass - brine goes in loaded organic comes out! no front end scrubbing etc etc .
www.ekosolve.com.au

[TradingCharts]

New California Assembly Bill seeks to streamline the approval process for geothermal energy projects.

https://lnkd.in/djCVEgDS

A new bill authored by Assemblymember Diane Papan seeks to streamline the development of geothermal energy projects in the state of California by changing outdated provisions related to project approval. Assembly Bill (AB) 1359 has just been approved by the State Legislature and is now headed to the Governor’s desk for signature.

Under current law, the drilling of exploratory wells for geothermal projects is treated as a separate project under California Environmental Quality Act (CEQA), with the California Geologic Energy Management Division (CalGEM) designated as the lead agency. However, due to CalGEM’s resource constraints and backlog, geothermal exploration projects have faced multi-year delays, stalling the development of advanced geothermal power across the state.

AB 1359 addresses this issue by allowing applicants for projects to request that a county in which a project is located act as the lead agency for CEQA review in lieu of CalGEM. By allowing counties to assume this role, this aligns geothermal exploration with the CEQA process for other renewable energy projects. This change will enable geothermal developers to proceed more efficiently, facilitating the exploration and development of geothermal resources.

The new Assembly Bill is the latest in a growing list of policies that aim to help facilitate the faster development of geothermal energy projects in the United States. The streamlining of approval processes is a particularly important issue that is being addressed with recent proposals, such as a bipartisan bill that seeks to apply a categorical exclusion for geothermal exploration projects.

[TradingCharts]

Pleased to share this excellent Lithium Valley update report from Angela Chen at KESQ, News Channel 3; KPSP; KDFX; Telemundo 15. There is still a lot of hard work in front of us, but we are getting it done. Worth the watch!

hashtag#cleanenergy hashtag#cleanlithium hashtag#cleanjobs hashtag#cleanfuture hashtag#CTR hashtag#lithiumvalley
https://www.linkedin.com/feed/update/urn:li:activity:7237970335701065728/

[nowwhat2]

I KNEW you'd have some EBikes !
But.....I was worried about your car.
Everyone up here has begun planting Palm Trees.....
In preparation for the upcoming climate change.
Last week I met Greta.....She was speaking at our conference.
I got her to sign all my books

[TradingCharts]

I have two ebikes

I live in cold weather need to wait until the batteries can handle the cold for me to buy an ecar.

[nowwhat2]

The New Green Deal......The Inflation Reduction Act........Elizibeth Warren and President Biden
The Future Upcoming Mrs. President What's 'Er name......
It's a good thing we're as old as we are.

The Great Liberal Movement......makes everything equal.

I don't think that one can complain.

Except for EV's - I think those things are BAD.....

I'm going to start buying a bike.
.

[TradingCharts]

Piedmont Lithium pulls US government loan application as prices slump
By Ernest Scheyder
September 5, 2024
https://www.reuters.com/markets/commodities/piedmont-lithium-pulls-us-government-loan-application-prices-slump-2024-09-05/

All the billions of dollars Biden printed for the "Green New Deal" I now I have to pay higher prices for goods/groceries and I have to pay interest on the that money until the day I die.

The Inflation Reduction Act was and is a huge failure.

Liberals raerly learn from their mistakes,Trump will fix this crap.

[TradingCharts]

Bye bye margins...
https://www.linkedin.com/feed/update/urn:li:activity:7237425541216161793/

To motivate the discussion ahead of next week's webinar, allow me to share a margin analysis for Tier 1 integrated Chinese lithium refiners. In today’s price environment it’s clearly evident how margins are on the limit for Tier 1 converters, while Tier 2 players who are repaying their capital operate with losses.

This price is unsustainable, and clearly cannot support non-integrated producers. Therefore standalone European and North American refineries are just a dream at todays prices and would require incentive pricing to justify the investment needed.

[TradingCharts]

Chile’s Lithium Ambitions Hang in the Balance as BYD Negotiations Drag On
https://www.linkedin.com/feed/update/urn:li:activity:7234507963841875968/

The ongoing negotiations between Chile and China’s BYD Co. over a key lithium project could have major implications for Chile’s role in the global lithium supply chain. The project, initially set for production by 2025, is now delayed due to unresolved terms, raising concerns about Chile’s strategy in the battery industry. With the world’s largest lithium reserves, Chile aims to move beyond mere extraction by processing lithium domestically, capturing more value in the electric vehicle (EV) market. However, recent drops in lithium prices and the impending expiration of SQM’s license in 2030—under which BYD currently enjoys preferential pricing—add layers of complexity to the situation.

The outcome of these talks will significantly impact not just the BYD project but also Chile’s broader ambitions to advance in the battery supply chain. A successful negotiation could lead to substantial economic growth and innovation, while failure might weaken Chile’s position in the global market. The government’s decisions in this matter will shape the future of Chile’s lithium sector and its economic trajectory for years to come.

[nowwhat2]

ha-ha.......Yeah, right.....I know
It appears as though almost there maybe has been one
Or at least that one POSSIBLY MIGHT occur SOON

[TradingCharts]

Look at that an uptick😏

https://tradingeconomics.com/commodity/lithium

[TradingCharts]

In response to prolonged low lithium prices, we’ve made the difficult decision to cease construction of Train 3 at our Kemerton lithium processing facility and to safely place Train 2 into care and maintenance.

Our focus is on the care and safety of our people and our contract partners over coming days and weeks.
https://www.linkedin.com/feed/update/urn:li:activity:7225042128114958336/

[TradingCharts]

AUSTIN, TX August 6, 2024 – EnergyX acknowledges and confirms the recent reports regarding our preliminary offer to acquire the Argentinian assets of Galan Lithium.

We believe Galan has excellent resources in Argentina, and that our advanced LiTAS™ DLE technology platform would further enhance and accelerate production of battery grade lithium from these resources.

The Galan team has done a fantastic job developing the resource to date, as well as building positive relationships with the Catamarca and Argentinian governments, and surrounding indigenous communities. Galan management’s continued involvement in the project would be welcome and encouraged by EnergyX.

While the offer’s terms and conditions have not been finalized, we are excited about the potential discussions and hopeful the Galan management team will accept our offer in the best interest of their shareholders.

Due to the strategic value-add nature of our innovative and proprietary DLE technology, our offer was a substantial premium to Galan’s current trading share price.

If an agreement is reached, EnergyX will have the ability to unlock substantial value above and beyond that of Galan’s current plans and projections that use evaporation pond methodologies.

EnergyX remains committed to exploring opportunities that align with our mission to revolutionize the lithium industry, as well as building our portfolio of world class resource deposits which includes asset acquisitions.

https://energyx.com/press-release/official-statement-energyx-on-galan-asset-acquisition-proposal/

[TradingCharts]

Wow lithium prices are great for Tesla, not so much for miners.
https://tradingeconomics.com/commodity/lithium

[TradingCharts]

42 Years Ago CBS Told The World Earth’s Temperature Was Rising Out Of Control Due To Burning Coal & Oil

25% of Florida is about to be flooded and a “widespread disruption of agriculture” is coming

It’s been 42 years and literally nothing has changed.

https://www.climatedepot.com/2024/07/04/watch-1982-dan-rathers-cbs-news-report-warning-of-the-so-called-greenhouse-effect-causing-florida-to-be-flooded-a-widespread-disruption-of-agriculture/

[nowwhat2]

Thanks.....good to know.

[TradingCharts]

Standard Lithium Announces Leadership Transition for Strategic Growth and Next Steps in Value Creation
https://www.standardlithium.com/investors/news-events/press-releases/detail/174/standard-lithium-announces-leadership-transition-for

[TradingCharts]

Just when you think lithium prices cannot go any lower and bam there it goes lower and lower.

This is great if you own Tesla stock.
https://tradingeconomics.com/commodity/lithium

[TradingCharts]

ILiAD Technologies announced a successful close of their funding round, with a significant investment from SLB, a global technology company.

SLB will deploy ILiAD at lithium production sites around the world, unlocking the technical advantages of the DLE technology to sustainably recover high purity lithium chloride. This marks yet another step forward for ILiAD and its use around the world.

https://www.prnewswire.com/news-releases/iliad-successfully-finalizes-funding-round-with-slb-investment-302210831.html

[TradingCharts]

Good morning Futr

I think Urainium is the next commodity to move up.

I just started a page for Urainium stocks to figure out what to invest in.

If you come accross urainium news please post here.
https://investorshub.advfn.com/Urainium-stocks-news-and-charts-43116

[futrcash]

Politics especially as related to government policy,can make or break perceptions of future demand of commodities...

especially "Green" commodities

futr

[NanoEE]

What an idiot..

Enjoy prison.

[TradingCharts]

Short seller Andrew Left of Citron charged with fraud by prosecutors, SEC
PUBLISHED FRI, JUL 26
https://www.cnbc.com/2024/07/26/short-seller-andrew-left-charged-with-fraud-by-prosecutors-sec.html

[TradingCharts]

E3 Lithium

Our Pre-Feasibility Study highlights an exciting opportunity for Alberta, positioning the Clearwater Project as a secure, local supply of lithium:

Initial Production: 32,250 tonnes per annum of lithium hydroxide monohydrate (LHM)

50-Year Operating Life: Covers only a portion of the total Bashaw District

Staged Development Approach: Ensures efficiency and reduces risk

Infrastructure Accessibility: Proximity to power and roads minimizes infrastructure development costs

https://www.linkedin.com/feed/update/urn:li:activity:7222331097110433793/

[TradingCharts]

Argosy has suspended their 2ktpa project as CIF Asia carbonate prices continue to fall to lows of $11/kg. Certainly a blow to confidence, and demonstrates how difficult it can be to get a brine project going.
https://www.linkedin.com/feed/update/urn:li:activity:7222145222519009280/

[TradingCharts]

Insight: Western miners push for higher metals prices to ward off Chinese rivals
By Ernest Scheyder and Pratima Desai
July 22, 202411:28 AM CDTUpdated 2 days ago
https://www.reuters.com/markets/commodities/western-miners-push-higher-metals-prices-ward-off-chinese-rivals-2024-07-22/

[TradingCharts]

CleanTech Lithium’s DLE pilot success: completes first stage of production
169 views Jul 22, 2024 #GreenEnergy #invest #investor

CleanTech Lithium PLC executive chairman Dr Steve Kesler speaks to Proactive's Stephen Gunnion about the latest achievements in the company's Direct Lithium Extraction (DLE) pilot plant.

CleanTech Lithium has completed the first stage of production from its DLE pilot plant, along with successful downstream process test work. Kesler highlights the comprehensive results that demonstrate the efficiency and consistency of the DLE process on its brine at Laguna Verde.

"We've shown that we're getting 95% recovery of lithium from the brine in the adsorption stage of the DLE and an overall recovery of 88% after the elution stage," said Kesler. This efficiency significantly outperforms conventional evaporation ponds, which have recovery rates of 40-45%.

The DLE process also exhibits excellent selectivity, rejecting over 99% of major impurities such as calcium, magnesium, sodium, and potassium. This ensures a clean, concentrated eluate of lithium chloride, which is then shipped for downstream processing in Chicago. Initial tests confirm that the process can produce battery-grade lithium carbonate with a purity of 99.5%.

Kesler emphasised the importance of this milestone, as it allows CleanTech Lithium to introduce sustainable, green lithium to potential off-takers and strategic investors. The company’s lithium production uses renewable energy, resulting in a low carbon footprint and minimal water consumption, aligning with the sustainability goals of Europe and the United States.

For more insightful updates, visit Proactive's YouTube channel, give this video a like, subscribe to the channel, and enable notifications for future content.

[TradingCharts]

Tesla chart???

Buy back in @208US??

https://www.barrons.com/articles/tesla-stock-price-robotaxi-winning-streak-b8b5753c

[TradingCharts]

Elon/Tesla, did buy up the lfp for storage.
I would be building some off grid energy storage systems with lithium.

My first response.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174427931

I hope Tesla bought those cheap LFP batteries for the China, plant.

He bought them for storage.
Watch both video on Tesla storage.
The 6-min 30-sec mark.

Giga Texas Solar Panel Roof Discussion & Frequently Asked Questions

[TradingCharts]

I cannot comment on that post.

The unsatisfied are the people who did not buy a Tesla.

Trump says he would build many small nuclear plants in the US many for AI.

https://www.youtube.com/watch?v=blqIZGXWUp

[nowwhat2]

Probably
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174687083

[nowwhat2]

Head scratcher

[TradingCharts]

Dr. Stefan Wolf
Senior Innovation Consultant | R&D&I Strategy | Innovation Policy | Energy | E-Mobility | Batteries
4 hours ago
https://www.linkedin.com/feed/update/urn:li:activity:7213487985604857857/
The Chinese hashtag#battery industry is barely making any profit. The market for battery electric vehicles is growing more slowly than expected. The resulting overcapacity has led to massive price cuts, causing profits to hashtag#collapse.

📊 Industry magazine ICCSINO provides the latest hashtag#data on this:
* LFP at EUR 52/kWh (-50 % compared to January 2023)
? No more profit margins since November 2023
* NMC523 at 63 EUR/kWh (-47 % compared to January 2023)
? No more profit margins since June 2023
* NMC811 at EUR 79/kWh (-45 % compared to January 2023)
? Profit margins have fallen by 30 %, but still exist

💸 It is unclear how long the industry will be able to withstand this predatory hashtag#competition. In addition, the Chinese government recently announced first steps to consolidate the battery industry. In order to survive, the entire Chinese battery value chain is pushing into the global markets to win new customers.

🏭 This comes at the worst possible time for hashtag#European ambitions to establish their own battery value chain. Important investments have been made, but the factories are not yet running at full capacity and scrap rates still need to be reduced. Decisive political support is needed more than ever.

👉 Further information:
* Chinese battery prices: https://lnkd.in/e2rxsrhA
* Chinese battery industry regulation: https://lnkd.in/e_Tcqs8e

[TradingCharts]

Codelco's Paloma Project in Maricunga: offers 49%, an investment of US$ 2,300 million and will start with evaporation
https://www.redimin.cl/el-proyecto-paloma-de-codelco-en-maricunga-ofrece-el-49-cifra-inversion-en-us-2-300-millones-y-partira-con-evaporacion/

In the presentation of the project, Codelco sets out deadlines and stages. In total, two phases of development are proposed, which consider different amounts, times and technologies. Although the national lithium strategy requires as a premise to end evaporation technology, to avoid environmental damage to the salt flats, and the application of new direct extraction (LED) technologies, the Paloma Project initially considers starting with evaporation in Maricunga. Codelco specifies that the first phase will require an investment of US$1,200 million to produce 20 tons of lithium carbonate: production would start in 2030. And it will use the mechanism of evaporation lagoons, which usually requires 18 months of permanence of the brines in pools. Construction would start in 2027 and, according to the schedule distributed, the feasibility study of the first stage

I'll be dead before Chile has DLE

The second phase, according to Codelco, considers 30,000 tons of lithium carbonate, an investment of US$1,100 million and the direct extraction method. The first production with this mechanism would begin, according to the estimated schedule, in 2033.

[NanoEE]

Profit on the hype, I hear ya.

Could’a, Should’a, Would’a

[nowwhat2]

he-he-he - Guess we'll just have to wait and sea

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174647205

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174647324

[TradingCharts]

My one regret in the DLE space was never getting in this one. Young energetic, and always moving forward.

Prior to that, EnergyX closed its Series B financing from partners including General Motors and POSCO, who have first rights to portions of the company’s lithium production offtake.

https://www.mining.com/energyx-to-build-lithium-plant-in-us-ark-la-tex-region/

Privately-held Energy Exploration Technologies (EnergyX) announced Thursday its planned lithium project in North America called Lonestar Lithium, to be located in the “Ark-La-Tex” region, where the southern US states of Arkansas, Louisiana and Texas join.

Project Lonestar Lithium will have a target lithium production of 5,000 tonnes per year in Phase 1, then rising to 25,000 tonnes in Phase 2, the company said.

SIGN UP FOR THE BATTERY METALS DIGEST
In 2023, EnergyX acquired a Chile-based lithium resource, including 90,000 acres of mining concessions. The total potential inferred resource is in the range of 2.6 to 5.5 million tonnes supporting a 40,000-tonne-per-annum lithium plant, the company said, adding that multiple surface samples collected indicated lithium concentration topping over 400 mg/L.

The company also received last year a $5 million grant from the US Department of Energy with a $5 million company match to build a demonstration plant to produce lithium hydroxide from geothermal brines. This plant sets the foundation for project Lonestar Lithium, it said.

[TradingCharts]

They said that crap about Flordia 20-years ago they are always wrong.

Use google there are videos saying under in 5-years and 25-years and 2100. Which is it???

[nowwhat2]

Man what a waste of money.......