Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
MinRes hit by lithium delay as mining services work dries up
Battery Materials Review
6,432 followers
1h •
April's slightly-delayed Recharge podcast is now up. Co-presenters Matt Fernley and Cormac O'Laoire, PhD discuss all the key issues for the past month in batteries and battery materials, including:
- the impact of sodium-ion chemistry
- what's going on with lithium prices
- impact of the IRA
- poor quality of research in recent short seller reports
- M&A in lithium
- the EV price wars
#investing #mining #ev #evs #graphite #lithiumionbatteries #electricvehicles #energystorage #electricandhybridvehicles #cobalt #nickel #lithium #battery #batteries #batterymetals #bevs #anode #cathode #manganese #rawmaterials #materials #energytransition #automotive #electromobility #transportation #supplychain #supplychains
https://rb.gy/0d70v
https://www.linkedin.com/feed/update/urn:li:activity:7056860827332550656/?origin=SHARED_BY_YOUR_PAGES
Ioneer Wednesday, 26 April 2023
SAYONA< needs to get this kind of increase with its up coming drill hole results.
Better In Our Back Yard
7,571 followers
2h •
Better In Our Back Yard is grateful to Congressman Pete Stauber for his timely and important work to introduce legislation that would nullify a 20-year ban on nonferrous mining in northeast Minnesota.
Congressman Stauber understands that accessing resources within the Duluth Complex is essential to securing domestically-sourced critical minerals for many everyday products as well as for clean energy infrastructure. This work will also bolster Minnesota’s economy, provide excellent jobs for many, and ensure a strong future for our state.
Better In Our Back Yard appreciates when elected officials make bold moves to represent our state’s best interests.
To read Congressman Stauber's press release, please visit the link below:
https://lnkd.in/g4Cr6kH8
https://www.linkedin.com/feed/update/urn:li:activity:7056762178321715200/?origin=SHARED_BY_YOUR_PAGES
Hard to trust and do business with a leftist school teacher-
Doesn't exactly inspire potential investors to throw all their chips in.
Can't help but wonder what the next royalty regime might entail.
I'm avoiding buying any Chile based resource company for now
futr
A new Pepsi branded Tesla Semi rolled up across the street this morning
https://www.reddit.com/r/teslamotors/comments/12qv6px/a_new_pepsi_branded_tesla_semi_rolled_up_across/?utm_source=share&utm_medium=ios_app&utm_name=iossmf&utm_content=1&utm_term=15
I have made two responses to this post today.
I accidentally deleted my reponse twice while trying to X-out another page...
I give up today. .
I do have a graphite board everyone is invited.
https://investorshub.advfn.com/boards/profilem.aspx?user=158315
Cody Mcfarlane
• Following
Legal and Business Advisor - Helping companies to grow in Latin America
2h •
Chile is one step closer to creating a value add industry for its lithium production. Corfo has selected BYD, who will be able to buy lithium carbonate at preferential prices. BYD plans to invest USD$290m before the end of 2025 to build a plant that will produce 50,000 tons of cathodic material of the LFP type (LiFePO4). In the investment stage, the project will create 500 jobs.
https://www.linkedin.com/feed/update/urn:li:activity:7054813920250712064/
James Frith
Following
Lithium-ion battery supply chains, prices, technology & startups
2mo •
This is a fantastic slide from Roland Berger's Konstantin Knoche.
Contemporary Amperex Technology Co., Limited new lithium pricing structure gives OEMs an effective ~20% discount. However, this offer is only being provided to Chinese OEMs today (Nio, Li Auto etc).
This could be an industry response to the US IRA. Alternatively it could be CATL passing on the benefits of it's longer term lithium off take contracts to it's customers. Either way, it is likely to help CATL retain some of it's key customers in China.
Wolfgang Bernhart #EV #lithium #battery
https://www.linkedin.com/feed/update/urn:li:activity:7033748634185691136/
Glencore open to better bid for Teck if split rejected
Cecilia Jamasmie | April 19, 2023
https://www.mining.com/glencore-open-to-better-bid-for-teck-if-split-rejected/
Chile moves ahead with public-private lithium model via Codelco
Bloomberg News | April 17, 2023
Ecograf I was looking at in January.
Graphite is at the top of everyone’s list lately.
https://www.reuters.com/markets/commodities/tanzania-signs-667-mln-deals-rare-earth-graphite-projects-2023-04-17/
The Stock of the Day is Pilbara Minerals (PLS)
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171713099
Sorry futrcash, I missed up that link.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171709440
NowWhat2 might be way ahead of everyone else.
https://investorshub.advfn.com/Atlas-Salt-Inc-SALT-31449
Pilbara has contracts at a high price and pays a dividend. I added on the dip.
I listened to a Joe Lowry podcast a few years back where they talked about a short shelf life for lithium. I just Googled and there are different time lines From 6-months to 3-years and 5-years. Good to know I thought it was a shorter shelf live.
Check out this post.
https://investorshub.advfn.com/boards/edit_msg.aspx?message_id=171709440
Expiration dating changes for lithium carbonate
Holding my breath regarding support for Lithium prices-
https://www.dailymetalprice.com/metalpricecharts.php?c=li&u=kg&d=240
futr
Have you seen this site?
https://www.futureacquisition.com/
Will more mining companies look to mergers and acquisitions over the next couple of years?
https://www.reuters.com/markets/deals/teck-approached-by-other-companies-while-fending-off-glencore-offers-globe-mail-2023-04-16/
Looks like the bigger are starting to bite into others and wanting a piece.
Is it gonna be awhile, grab a snickers.
https://www.innovationnewsnetwork.com/optimising-nevadas-lithium-production-potential/31715/
Nancy Parada
Ing.Civil Quimico-Consultor en depositos Salinos
https://www.linkedin.com/feed/update/urn:li:activity:7052419535970164736/
Hate to be associated with this drama queen football team.
That’s why I am a player fan, it’s easier to move on to the next drama queen
I'm a viking fan.
Sorry, I have a big grin on my face
Teague’s an idiot, but genius at marketing.
Just like Rodgers, idiot.
https://www.acmepackingcompany.com/platform/amp/2023/4/13/23680911/aaron-rodgers-trade-update-new-york-jets-altered-trade-offer-green-bay-packers-pat-mcafee-show
Teague Egan
CEO EnergyX | Entrepreneur | Energy Futurist | Developing Cutting-Edge Lithium-Ion Technology
2d •
On behalf of the entire EnergyX team, I am thrilled to officially announce that GM Ventures has led a $50 Million Series B financing round in EnergyX, as well as entered into a strategic agreement to develop our lithium extraction and refinery technology. The collaboration is focused on unlocking the North American supply of lithium for GM's rapidly scaling EV production.
There are many ways of gauging success, but few are more rewarding than the support of leaders like General Motors. We’re energized by GM’s investment and will keep a ‘Day 1’ attitude as we pursue our goal of making EnergyX the biggest lithium company in the world.
This is just the beginning and I am confident that we will continue to reach new heights through this new extensive collaboration with GM.
https://lnkd.in/gy_ZQs-6
https://www.linkedin.com/feed/update/urn:li:activity:7051638639432249344/
Mariana Cervetto
HGA/Lithium Intelligence/Hydrogeology&Salars/Critical Minerals Energy Transition/Environment/Communities
1d
(edited)
Ahmed MehdiAhmed Mehdi
• 2nd• 2nd
Energy SpecialistEnergy Specialist
1d • 1d •
#Lithium pricing and the #energytransition : given lithium’s central importance to #battery cell costs and #EV adoption rates, understanding how #pricing works in the market today is key. There have been several articles suggesting that either “lithium prices are down, cheaper batteries could follow etc” or that while oil flat price received a boost from OPEC+, the price of lithium keeps falling.
Some myths and realities:
1. There is no single price for Li: while #Chinese battery grade lithium #carbonate prices have more than halved, what matters is #contract prices CIF Asia, which are still trending at healthy levels.
2. Carbonate #spot pricing largely reflects dynamics within China given the large % of #LFP cathode output. Drivers for bearishness: Chinese subsidy withdrawal, high cell inventory, #CATL Li rebate mechanism and wider price wars, clearout of ICE inventory as new emission rules kick in. Lithium – unlike oil – does not have an established forward curve. But if it did, that curve would reflect the fact that while stock builds have increased in China, days of demand cover still remain very low.
3. Seaborne Lithium #hydroxide pricing in Asia still remains robust, reflecting high-nickel cathode demand among Japanese/South Korean players. The spread is now at its widest.
4. Pricing power in today’s market sits with #Australian hard rock producers, not Chinese converters. Given that spodumene feedstock prices still remain well above US$5,000/t, non-integrated producers cannot tolerate lithium prices falling below US$40-45/kt. Likewise, for producers of high-cost Li in China, action is likely to take root to stem the decline later this year to protect their investments.
Further insight here: https://lnkd.in/eM7hKQ4C
#batteries #lithium #energytransition #carbonate #hydroxide #china #evs #spodumene #pricingstrategy #CATL
https://www.linkedin.com/feed/update/urn:li:activity:7051834707147137024/
Lithium Squeeze Box. Q1 Scoreboards.
Index:
0:00 - 02:55 Initial debriefing Albemarle's hostile bid for Liontown.
02:56 - 03:45 Q1 Lithium Scoreboard
03:46 - 08:28 Ford's Jim Farley on securing supply
08:29 - 12:05 Sigma and Valuation
12:06 - 13:20 Further discussion of Albemarle's hostile bid for Liontown.
13:21 - 14:47 A note on AVZ
14:48 - 18:35 CME Hydroxide contract, and why are spot prices falling so much?
18:36 - 21:01 Will commodity traders step into the market?
21:02 - 25:38 Unpacking the recent IRA guidance
25:39 - 34:25 Ford's JV, CATL and recent price drops in lithium
34:26 - 35:59 Concluding words
Assignee name INTERNATIONAL BATTERY METALS
https://assignment.uspto.gov/patent/index.html#/patent/search/result?id=International%20battery%20metals&type=patAssigneeName
TERRALITHIUM LLC
https://assignment.uspto.gov/patent/index.html#/patent/search/result?id=TERRALITHIUM%20LLC&type=patAssigneeName
Stephen Harrison
https://patents.justia.com/inventor/stephen-harrison
Patents by Inventor John Burba
John Burba has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).
https://patents.justia.com/inventor/john-burba
Chile has a means of expediting decisions. Their loss they didn’t figure it out sooner.
The site is under maintainace today. But I do not think I can access it.
1:21-cv-01134-NYW-KLM Borgese et al v. Burba et al
Nina Y. Wang, presiding
Kristen L. Mix, referral
Date filed: 04/23/2021
Date of last filing: 04/07/2023
History
Doc.
No. Dates Description
68
Filed & Entered: 04/07/2023
Docket Text Restricted Document - Level 3
https://pacer.login.uscourts.gov/csologin/login.jsf?pscCourtId=CODC&appurl=https%3A%2F%2Fecf.cod.uscourts.gov%2Fcgi-bin%2Fshowpage.pl%3F16
Chinese cell output bounces back in Feb
Posted on - 06 Apr 2023
https://www.batterymaterialsreview.com/chinese-cell-output-bounces-back-in-feb/
The European car industry could benefit from a new way of getting lithium, with a different technique than the used in the Andean salars or in lithium mining: this time beneath the Rhine Valley
Chile worries about lithium growth in Argentina and fears being "eclipsed"
A publication analyzed the dozens of projects that are expected to be launched in the country and estimated that in 2030 Argentine mining will be the third largest exporter in the world
5 Apr, 2023
https://www-infobae-com.cdn.ampproject.org/c/s/www.infobae.com/economia/2023/04/05/en-chile-preocupa-el-crecimiento-del-litio-en-la-argentina-y-temen-ser-eclipsados/?outputType=amp-type
Jordan Roberts
• Following
Battery Raw Materials Analyst at Fastmarkets
20h •
Reports coming out of China that two out of the four largest producers in Yichun have closed #lithium production lines in response to the continued fall in prices. This is a region that accounted for over 25% of China's total lithium carbonate production in 2022
It would seem that the 250,000 yuan/tonne mark is the break-even point for much of Yichun's production of lithium from mica (convenient that this is the price floor agreed upon by 10 of the major producers in China last week)
With a national holiday in China today, it will be interesting to see how this latest news is digested by the market and its potential impact on our weekly assessment of Chinese domestic carbonate prices tomorrow
WHAT IS A MOTION TO COMPEL?
Christina is the plaintif. I do not see MARC PRIVITERA, name as plaintiff on this document. this one.
(It says to compel plaintif to respond to production #3 and 4?)
https://valientemott.com/legal-terminology/motion-to-compel/#:~:text=A%20motion%20to%20compel%20asks,civil%20action%20against%20the%20Defendant.
Quick update on the #EV market for Q1, battery & cathode production & what this means for #lithium supply/demand in 2023
Quick update on the #EV market for Q1, battery & cathode production & what this means for #lithium supply/demand in 2023 pic.twitter.com/9U4nqo0Mh9
— Rodney Hooper (@RodneyHooper13) April 4, 2023
Roque Cambareri - Lithium Mining Trading of Oil Minerals and Metals
President of the Argentine Chamber of Lithium
Rate this translation
ARGENTINE LITHIUM: Argentina has room to be the largest producer in South America, having a fifth of the world's resources and a regulatory framework that allows fully private investment in the sector#Argentina #litio #Lithium #mineria #mining #Salta #Jujuy #Catamarca #Bateria #Battery
https://www.linkedin.com/feed/update/urn:li:activity:7049101102197186560/
The potential of lithium in Argentina
ENTEC will kindly answer your inquires.
If you have any questions, please click the button below.
https://entecene.co.kr/eng/
I figured it out, the ex-directors have been selling the past year. They are no longer insiders so they do not show up on the list anymore.
https://ceo.ca/insiders?filters%5Bterms%5D=Ibat
It's coming.
Read all those pages.
(My gut tells me it is Sorcia and EVL selling shares of IBATF. 2028 LMFAO)
$8,500 a month for office space in Texas and over $600k for private planes is uncool.
What IBATF share holders need is someone on the management team of IBATF to have a "Posion Pill" for the companies that IBATF does contracts with and penalties for those companies that do not get shit done on time.
As far as I am concerned Sorcia and EVL should not be able to receive their warrents. They did not do as they said.
PAGE 10
The Company’s approach to lithium extraction will utilize portable extraction units designed to be deployed
faster, cheaper and with far fewer environmental impacts than more traditional techniques for lithium
production.
Due to regulatory issues in Chile and Argentina, the deployment of the initial mobile extraction unit on
those territories has been delayed. The Company extended the Licensing agreements on February 21, 2023
to until December 31, 2028 due to the various issues, delays, and problems created by the coronavirus in
deploying the mobile extraction unit in Chile and Argentina. The Company has completed the engineering
and fabrication of the first field unit and is expecting to deploy the first mobile extraction unit in the United
States
https://sedar-filings-backup.thecse.com/00033147/2304031204365822.pdf
Entec LLC. (“Entec”)
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171609809
More projections regarding Lithium demand growth-
https://www.fastmarkets.com/insights/lithium-market-outlook-five-key-factors-to-watch
futr
Copper is the missing ingredient of the energy transition
Where on Earth will it be found?
https://www.economist.com/business/2023/03/30/copper-is-the-missing-ingredient-of-the-energy-transition
Followers
|
21
|
Posters
|
|
Posts (Today)
|
0
|
Posts (Total)
|
1666
|
Created
|
10/14/20
|
Type
|
Free
|
Moderator TradingCharts | |||
Assistants |
Volume | |
Day Range: | |
Bid Price | |
Ask Price | |
Last Trade Time: |