LITHIUM STOCKS AND CHARTS

[TradingCharts]

Weary Chileans Reject Second Proposed Constitution, Dealing Blow to Country’s Political Class
Roughly 56% voted against proposed charter, 44% backed text
Boric reiterated there will not be a third rewrite attempt
https://www.bloomberg.com/news/articles/2023-12-17/chile-rejects-second-proposed-constitution

[TradingCharts]

LIVENT INVESTS IN ILiAD TECHNOLOGIES TO STRENGTHEN LEADERSHIP IN DIRECT LITHIUM EXTRACTION PRODUCTION PROCESSES
https://www.iliadtech.com/livent-invest

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CTR develops integrated lithium extraction and renewable power plants in Southern California

[futrcash]

E3 uses DLE as opposed to solar evaporation...

so it shouldn't be problematic

futr

[TradingCharts]

Will E3 have the same problem?

[futrcash]

Had no idea regarding the high altitude winter brine protocols-

futr

[TradingCharts]

Lithium Slump Has Room to Run as Bearish Bets Mount in Guangzhou
Guangzhou futures have more than halved since contract’s debut
Exchange looks to prevent short squeeze as January expires

The swift and brutal decline in lithium prices may still have room to run as bearish bets mount on the Chinese futures market that trades the battery metal.

Prices on the Guangzhou Futures Exchange have more than halved since the bourse debuted lithium trading in July as supply overwhelms demand. The market is now approaching its first contract expiry in January, and the number of trades that need to be settled via the physical delivery of the metal has exploded higher.

In one corner, traders with long positions — wagers that prices will rise — are debating whether to throw in the towel and sell. In the other, short-holders are tempted to add to their positions in the belief that prices will drop further. But the latter camp risk a classic short squeeze if they get their assumptions wrong and are forced to buy lithium in a rising market to close out their positions.

Click here to read the rest.
https://www.bloomberg.com/news/articles/2023-11-30/china-s-new-lithium-exchange-hosts-battle-of-bulls-and-bears?srnd=undefined&leadSource=uverify%20wall

[TradingCharts]

Lili Wu
nsightWoo Battery Materials
4h • Edited •

🔍 InsightWoo Battery Materials is excited to share our latest #China #lithium carbonate and hydroxide manufacturing and production analysis for November 2023. This is a segment analysis in our monthly lithium report. In the full report, we also cover price, trading data - imports and exports, capacity construction status etc.

✅ Key Highlights of Our Analysis:
📊 Segmented Production Data:
- We have meticulously segmented production data by various feedstock types.
- A detailed breakdown of provincial distributions is also included, offering a granular view of the market.
🏭 Monthly Manufacturing Update:
- Our report includes a monthly update on the manufacturing status of lithium converters.
- This provides a dynamic and current overview of the production capabilities and challenges in the industry.
📈 Comprehensive Monthly Analysis:
- For stakeholders looking for detailed insights, our monthly reports are indispensable.
- We delve deep into the nuances of China's battery materials supply chain, offering valuable perspectives for decision-making.
🔗 Get in Touch:
- For comprehensive monthly analysis and reports, please feel free to contact us.

InsightWoo Battery Materials offers comprehensive China battery materials supply chain consulting. Contact Lili Wu for more info. [e-mail]
https://lnkd.in/g9pRRHnM

#lithium #batterymaterials #China

Lili Wu
Author
InsightWoo Battery Materials
1h
For lithium carbonate, those companies reduced production (mentioned in the table) are mainly brine feedstock in Qinghai Province. Due to the high altitude of the Qinghai-Tibet area and the cold winters, salt lakes there often halt or reduce production during winter. Generally, production is stopped from December to February every year. With technological advancements, many companies now heat and insulate to extract lithium during the winter. However, due to various constraints such as the environment and costs, the output is still not as high as in other seasons.

[TradingCharts]

Lili Wu
InsightWoo Battery Materials
6d • Edited

#Zimbabwe President Edmnangagwa officially commissioned the Bikita Minerals Spodumene and Petalite Processing Plants on 29 November 2023. The #lithium miner - Sinomine spent US$300 million on plant construction.

The new Spodumene plant has a Processing Capacity: 330tph and the new Petalite plant Crushing Capacity: 200tph Feed size range: +0.300mm (To gain 10 to 15% yield margin increase, against Old plants which cuts at 0.850mm) Production: 480,000TPA
https://www.linkedin.com/feed/update/urn:li:activity:7136709767426707456/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7136709767426707456%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

[TradingCharts]

FRENCH COMPANY ADIONICS, SQM: WHAT IS YOUR EDL METHOD?
Rate this translation
FRENCH COMPANY ADIONICS, SQM: WHAT IS YOUR EDL METHOD?
#chile,#argentina, #bolivia, #lithium, #oscarvargasvillazon, #edl, #adionics,#sqm, November 22, 2023.
ADIONICS has a unique technology to extract lithium from brine. ADIONICS does is a process that is called a LIQUID-LIQUID EXTRACTION process, i.e. compared to the other technologies. We have a continuous process in which there are 3 stages:
-An extraction stage at room temperature. 10-15 degrees Celsius
- One stage of washing, purification
-A stage of regeneration. Simple at temperature higher than 80 degrees Celsius
A medium called FLIONEX is used, which is a patented liquid extraction medium, which is a liquid that has the ability to go, select, extract a lithium and a chloride and we extract a LITHIUM CHLORIDE and only this, there is no boron extraction, there is no magnesium extraction, there is no potassium extraction, There is no sulfate extraction. And the selectivity is very high.
Second stage washing: The fact that our medium is a liquid medium, allows us to have simpler operations. It will be a continuous flow of FLIONEX that we put in contact with the brine, the FLIONEX is loaded into lithium chloride.
And the third stage that we call regeneration: that is, regeneration of FLIONEX is to extract the lithium chloride that is absorbed in FLIONEX to send it to clean water and have a final product that is a lithium chloride brine and nothing else.
The differentiating element of this technology is Selectivity: we can. Extract only lithium. Which allows us to make a very high purity of our lithium chloride, which is what allows us to have a very limited need for post-treatment, that is, that the richness of this process is in what we do not have after extraction, The other differentiation of our technology is the very limited use of energy and more importantly of natural drinking water.
This composition allows us to make A FIRST SIMULATION with a mathematical model.
And then we can also, with this simulator, have already what will be the AMOUNT OF BRINE that we are going to produce and the CAPEX and OPEX of the possible plant. That's a pilot that we use, they send us 150 liters of brine and we can do a continuous flow to show that the simulation works.
PILOTAGE
The next stage is to do a first pilot to really show the operational part of our process. There we either send A PLANT IN THE SALT FLAT And the plant allows us to demonstrate the ability to operate.
CLEAN LITHIUM 250,
And the last stage, let's say, OF PILOTING is what we call the CLEAN LITHIUM 250, for 250 tons of capacity per year, and it allows for longer tests, if necessary months.
https://www.linkedin.com/feed/

[TradingCharts]

Peter Ehren
Director and lithium expert
1d •

“DLE + Lithium Ark” A marriage made in heaven.

What a honour to present at the upcoming DIRECT LITHIUM EXTRACTION 2023 SHOW highlighting Lithium Ark Holding B.V. Ark´s game changing patented Greenify LithiumTM process to convert lithium chloride into lithium hydroxide using conventional potassium chloride electrolysis.
How? Come to see us and we let you know!
( you can use the discount code)

#dle
#ev
#batteries
#lithium
#lca
#environmental
#electrolysis
#potash

https://www.linkedin.com/feed/update/urn:li:activity:7132677438915895296/

[TradingCharts]

Sun Capital Partners affiliate acquires Koch Separation Solutions, rebrands business to Kovalus Separation Solutions
https://www.environmental-expert.com/news/sun-capital-partners-affiliate-acquires-koch-separation-solutions-rebrands-business-to-kovalus-separ-1126651

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Oscar Vargas Villazon
Lithium economics expert, Socio Fundador empresa TKN srl Asesores, Dottore in Economia e Commercio, Universita degli Studi "La Sapienza", Roma, Italia, Lycée franco-bolivien Alcide-d'Orbigny
17m

France's Eramet acquires Siete Salares project in Chile with US$95 million down payment. #bolivia, #chile, #Argentina, #eramet, #oscarvargasvillazon, November 13, 2023.
With the aim of building a portfolio of future growth opportunities in Chile, the French company won a private tender to acquire mining concessions in seven saline deposits, of which the most attractive are La Isla and Aguilar. The vendors, the Vechiolla family and the international Talison, will be able to receive another US$ 10 million depending on the outcome of the project.

The French group Eramet fulfilled one of its long and long-awaited goals: to set foot in the lithium business in Chile. The company acquired mining properties in five salt flats and will now have to wait for government definitions for the development of the industry: which salt flats can be exploited, which will be considered strategic and which public-private partnership scheme will be used.
Eramet sealed the purchase of the properties associated with the Siete Salares project, which was owned by the company Salares de Atacama Sociedad Contractual Minera (SCM), a company controlled in equal parts by two partners: San Antonio SCM, a firm controlled by the Vecchiola family and where the former president of Codelco and former minister Juan Villarzú and the lawyer Alejandro Moreno Prohens participate as minority shareholders. and the international Talison, controlled by China's Tianqi (51%) and Albemarle (49%).

Eramet will pay US$ 95 million for the mining properties that were part of Siete Salares. But it also agreed to an additional payment of another US$ 10 million associated with the success of the project, which will depend on the government's definitions in the National Lithium Strategy.

The island is the one that had the best "grade" of the mineral, with a maximum lithium of 1,150 milligrams per liter, according to studies by Sernageomin a decade ago. By comparison, the Salar de Atacama exceeds 2,000 mg/l, and Maricunga reported 1,050. Aguilar had a maximum of 375 mg/l. "Some of them are considered among the undeveloped salt flats with the greatest potential in Chile," says Eramet.

"This acquisition marks a key first step in the group's strategy to secure development opportunities in the Lithium Triangle region. Ownership of the concessions will support Eramet's goal of participating in the future development of a new lithium project. This will be subject to, and likely facilitated by, future partnerships with parties authorized by the Chilean government to hold lithium exploration and exploitation rights," Eramet reported.

https://www.linkedin.com/feed/update/urn:li:activity:7130030198862835712/

[TradingCharts]

Tees Valley Lithium Ltd
2,846 followers
25m •

Tees Valley Lithium Ltd has signed its first #lithium feedstock deal with one of the world's major trading houses Wogen. The deal is a major catalyst for TVL's refinery in the UK.

Read the full RNS announcement here: https://lnkd.in/gg8peqRC

https://www.linkedin.com/feed/update/urn:li:activity:7129811169485197312/

[TradingCharts]

Is this a big blow for the home team.

Watch the video in link.
https://www.linkedin.com/feed/update/urn:li:activity:7129092373006991360/

Oscar Vargas Villazon
Lithium economics expert, Socio Fundador empresa TKN

SALAR DE ARIZARO: The Chinese company Sunresin signed a US$ 25 million contract for its DLE technology for a Direct Lithium Extraction system. #chile, #argentina, #bolivia, #solaroz,#sunresin, #hanacolla, November 5, 2023.
China's Sunresin announced that it has signed a US$25 million contract for the sale of its DLE technology to use Sunresin's proprietary resin adsorption technology solution as a package to the project owner, HANACOLLA.

Located in the ARIZARO SALT FLAT, the Tolar Grande project, Salta province, Argentina, is a project that will use the first DLE battery-grade lithium carbonate extraction plant with an industrial scale of 3,000 Tn/year.

Once the project is built and put into operation as planned, it will enrich the experience of application and industrialization of DLE adsorbent technology in brine with different characteristics such as Qinghai, Tibet, Argentina and others.

This project will become the demonstration project of the South American "Lithium Triangle". It will help the company expand its international markets for lithium extraction from salt flats, consolidating its market position in this field and promoting the development of the metal resources business segment.

https://www.linkedin.com/feed/update/urn:li:activity:7129092373006991360/

[TradingCharts]

Vehicle Technologies Office
FOTW #1315, November 6, 2023: The Private Sector Accounts for 89% of Announced American-Made Battery Investments
NOVEMBER 6, 2023
https://www.energy.gov/eere/vehicles/articles/fotw-1315-november-6-2023-private-sector-accounts-89-announced-american-made

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AUSTRALIAN SOLAROZ PROJECT, IN THE SALAR DE OLAROZ, JUJUY, ARGENTINA. #chile, #argentina, #bolivia, #lithium, #lithiumenergy, #solaroz, #salarolaroz, #oscarvargasvillazon, November 7, 2023.

Today we will talk about this week's update on the SCOPING STUDY on these potential development paths for the Solaroz lithium project in the SALAR DE OLAROZ, located in Jujuy, Argentina. We'll talk about what has been evaluated.
Lithium Energy has been working with the engineering firm Hatch for a few months now, and in essence, the task they were given was to help them determine the best way to develop the SOLAROZ PROJECT IN THE SALAR DE OLAROZ.
As you know, the Solaroz project is located in the SALAR DE OLAROZ, where other important lithium companies are operating, such as ALLKHEM AND LITHIUM ARGENTINA (ex lithium americas).
In addition, Hatch also confirmed that they should continue to consider EDL technologies for Direct Lithium Extraction, they already have an agreement with the Chinese EDL company LANCHEN. which is a way to extract lithium from brines without the need to build ponds.
So the next step after the scoping study is to go straight to the FEASIBILITY STUDIES. And the first part of those, will now be to examine these conventional brine evaporation options to determine what the best path is.
maybe starting with a relatively smaller plant, maybe 10 or 15,000 tons per year and then scaling up or going straight to larger operations of 20 or 40,000 tons per year, which is the scale that our neighbors are operating on.
The latest reports from the owner of the Lithium Energy project highlight extraordinary progress at its Lithium Project in the SALAR OLAROZ located in Jujuy, Argentina.
This Australian company. Argentina has published a scoping study with financial metrics showing that its lithium brine project in Argentina could generate up to $1.15 billion a year. And that's for a lifespan of 19 years.
For 40,000t/y: The study's figures also show a pre-tax net present value NPV of US$3.9 billion and an IRR pre-tax internal rate of return of 44 per cent based on an operating cost forecast of US$4,611 per tonne of LCE lithium carbonate.
Management says the project's economics are based on an assumed lifetime price of US$25,000 per tonne of lithium carbonate.
https://www.linkedin.com/feed/update/urn:li:activity:7127856787805921281/

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2-more days added maybe know something Friday. But next week would make more sense.

[nowwhat2]

Hi - Hey how'd it go there TC ?.....Any idear ?

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Posco-backed group invests in lithium technology startup EnergyX
By Ernest Scheyder
October 17, 20235:59
https://www.reuters.com/markets/commodities/posco-backed-group-invests-lithium-technology-startup-energyx-2023-10-17/

[TradingCharts]

Oscar Vargas Villazon
Lithium economics expert, Socio Fundador empresa TK

The $4.2 billion acquisition of Albemarle from Australian company Liontown Resources collapses due to the veto of Gina Rinehart, who acquired a significant stake.
#chile, #argentina, #bolivia, #lithium, #albemarle, #oscarvargasvillazon, November 2, 2023.
Albemarle was desperate to find options for its investments in Chile and aimed to secure Liontown's Kathleen Valley project, one of Australia's most promising lithium deposits. However, the presence of Rinehart and his Hancock Prospecting, now the largest investor in Liontown, led to the abandonment of the deal.

Impacts: Failed acquisition impacts Albemarle's expansion plans and disrupts Liontown's funding for its key project.

Rinehart's influence and the volatility of the lithium market further complicate the situation, which could affect the dynamics of Chile's lithium sector.

https://www.linkedin.com/feed/update/urn:li:activity:7126237862810775552/?origin=SHARED_BY_YOUR_NETWORK

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Getting closer!!!

I am still holding SYA, possible merger with Consolidated Lithium(JORFF). Who knows, I have seen crazier shit happen.

CONSOLIDATED LITHIUM ANNOUNCES $3,000,000 PRIVATE PLACEMENT FINANCING
November 1, 2023
https://investorshub.advfn.com/secure/post_new.aspx?board_id=39797

[TradingCharts]

Oscar Vargas Villazon
Lithium economics expert, Socio Fundador empresa TKN srl A

Tsingshan Group will invest US$233 million in lithium in Chile. #chile, #argentina, #bolivia, #lithium, #tsingshan, #oscarvargasvillazon, October 28, 2023.
This is Tsingshan Holding Group, which will develop a project in the municipality of Mejillones.

In the recent Chile Week in China, announcements such as the investment of the Chinese giant that will build a factory and invest 233 million dollars in the lithium industry in Chile, are all examples of the great importance that the relationship with its main trading partner (40% of its exports) has for Chile.

This is an investment project by the Chinese company Tsingshan Holding Group that will be developed from 2025 in the municipality of Mejillones, about 1,440 km north of Santiago.

We are not only going to limit ourselves to the extraction of non-metallic minerals (lithium), but we are also going to create value chains and also transfer knowledge."

The investment was selected within the framework of a call for specialized lithium producers to promote value-added initiatives in Chile.

In Argentina, Tsingshan owns 49.9% of the Centenario-Ratones project, located in Salta and shared with the French mining and metallurgy multinational Eramet.

The Chinese company, which belongs to the stainless steel and nickel industry, would double the project's capacity to 50,000 tons per year of lithium carbonate, and expects exports of US$4 billion annually from 2024 from Argentina.

https://www.linkedin.com/feed/update/urn:li:activity:7124199183502204928/

[TradingCharts]

June 16, 2023
Corporate News
AmmPower Accepts Rene Bharti’s Resignation From Its Board of Directors
https://ammpower.com/ammpower-accepts-rene-bhartis-resignation-from-its-board-of-directors/

Meet Mr. Rene Bharti, a Spend.com Board Director, and a Spend Foundation Executive Advisor.

As a Executive Advisor for Spend Foundation, Rene will assist in the growth of Spendcoin, Cross Ledger, and Blockchain University.

Rene Bharti is the Co-Founder of Spend as well as the the founder of ARHT Media, Inc. and Delebrity, Inc., two prominent companies in Canada. Rene is also on the board of Jourdan Resources, Inc., Alder Resources Ltd. (former Director), ARHT Media, Inc. (former Executive Chairman) and EVP & VP-Forbes Currency Management at Forbes & Manhattan Inc. During his tenure Rene was previously President & Chief Executive Officer of Avion Resources Corp. and Director & Vice President-Investor Relations at Avion Gold Corp.
https://medium.com/spend/meet-rene-bharti-executive-advisor-d5922e41afdb

[TradingCharts]

Here is some insight of one of the ex-director of Mason Graphite/Resouces

Chairman of the Board
Mason Graphite
Mar 2018 - Sep 2020 · 2 yrs 7 mos
Région de Montréal, Canada
Paul Carmel

President and CEO - Sidex
1w

Ooof. Big bet. I just hope for Sweden and the people of Kiruna that they are not doing all this for naught. We in Quebec also have high quality rare earths deposits but China's dominance has rendered the markets too difficult and unpredictable to be developed. Will be watching this with interest. Bonne chance la Suède!

https://www.linkedin.com/in/paul-carmel-a1170019a/recent-activity/comments/

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I do too. Just like PILBF.
I have had post deleted on Sayona, board when I mention other stocks.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173106406

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Tees Valley Lithium Ltd
2,833 followers
5h •

Last week Tees Valley Lithium Ltd hosted a site visit at the Wilton International Chemicals park for our planned low-carbon lithium refinery. TVL were pleased to host members of the Australian Government, along with Benchmark Minerals and investors.

We’d like to thank those who attended the visit for their continued support, and the members of the Australia Government for their support in collaboration between Australia and the UK in the critical minerals sector.

TVL aims to reduce embedded carbon in the lithium refining process by producing lithium sulphate at the Port Hedland merchant refinery in Western Australia which will serve as a hub for Australian spodumene miners, enabling direct access to the growing European battery market. The refinery will aim to become the primary source of feedstock for the TVL refinery in the UK and able the production of low-carbon, battery-grade lithium hydroxide.

We’d also like to thank the team at Wilton International and PD Ports for hosting us at the site and their continued support for our project.

Alkemy Capital Investments looks forward to connecting WA lithium with European battery makers through our two subsidiaries, Port Hedland Lithium and Tees Valley Lithium Ltd, creating a more diversified and sustainable supply chain, enhancing energy security in the race to net zero.

Tees Valley Combined Authority
Wilton International
PD Ports
Critical Minerals Association (UK)
Critical Minerals Association Australia
Australian Trade and Investment Commission (Austrade)
Invest and Trade Western Australia

#AlkemyCapitalInvestments #ALK #PortHedlandLithium #PHL #TeesValleyLithium #TVL #Lithium #BatteryDemand #BatterySupplyChain #EnergyRevolution #UK #Europe #LithiumHydroxide #PortHedland #LithiumSulphate #DownstreamProcessing #WiltonInternational
https://www.linkedin.com/feed/update/urn:li:activity:7123592042613534721/

[TradingCharts]

ALPHA LITHIUM CORPORATION

ALLI
NEO

If you can not post you might as well do DD. This one has been moving up and lots of trading on US side. Give a thumbs up or a smile let me know you are out there.

https://www.tradingview.com/symbols/NEO-ALLI/?utm_campaign=symbol-info&utm_medium=widget&utm_source=alphalithium.com

New board I will add info on.
https://investorshub.advfn.com/ALPHA-LITHIUM-APHLF-42504

[TradingCharts]

Jordan Roberts
Following
Battery Raw Materials Analyst at Fastmarkets
• 18h •

Lithium price volatility supports shift to market-based pricing mechanism, spurs hedging

The [lithium] market is no longer controlled by a few major producers and consumers. The growth in demand from EVs has brought more players to the space, and with it, large volatility.

Traditional opaque, fixed price, long-term contracts are not befitting of the current market dynamics, so the move to contracts referencing a spot index was a necessity to increase transparency and enable a more efficient price discovery process.

Have your say on Fastmarkets proposes to discontinue its lithium contract price assessments to reflect the evolving lithium marketplace.

To provide feedback on the proposal to discontinue these price assessments, or if you would like more information about this consultation, please contact Dalila Ouerghi or Zihao Li by email at: [e-mail]. Please add the subject heading: “FAO: Dalila Ouerghi/Zihao Li, re: Discontinuation lithium price assessments.”

The consultation period for this price discontinuation will begin on Monday October 23 and will end on April 23, 2024, with changes taking place, subject to market feedback, from April 26, 2024.
https://www.linkedin.com/feed/update/urn:li:activity:7123025367090528256/

[TradingCharts]

23 OCTOBER 2023/ ADMIN/ 0 COMMENTS
September 2023-Lithium Carbonate Imports (China)
Lithium carbonate imports increased by 25.94% month-on-month.

The drop in lithium carbonate prices is a concern for domestic lithium carbonate companies, as it could lead to lower production.
https://electrios.com/blog_post/september-2023-lithium-carbonate-imports-china/

[TradingCharts]

Kswies there seems to be a lot of buying in the Pilbara area. ALATF, has property in that area. Not sure how the drilling is going in that area, do you know the latest news for drilling in that pilbara property?

Lithium major SQM has agreed to buy a 30% interest in Pirra Lithium, which holds extensive lithium exploration acreage in the Pilbara, and ultimately increasing its ownership to 40% by injecting A$3-million to fund further exploration.
https://www.miningweekly.com/article/sqm-buys-30-stake-in-pirra-lithium-2023-10-23

[TradingCharts]

Oscar Vargas Villazon

Lithium economics expert, Socio Fundador empresa TKN srl Asesores, Dottore in Economia e Commercio, Universita degli Studi "La Sapienza", Roma, Italia, Lycée franco-bolivien Alcide-d'Orbigny

Tecpetrol buys alpha lithium and joins the star sector.
#chile, #argentina, #bolivia, #lithium, #codelco, #alphalithium, #techint, #oscarvargasvillazon, October 23, 2023
Six months have passed since the first offer made by Tecpetrol to acquire Alpha Lithium, a Canadian company listed on the Canadian stock exchange that explores salt flats in northern Argentina.

This acquisition will be the firmest step for the oil company that is part of the Techint Group, despite the fact that it already had some areas in the Salinas Grandes area, whose exploration is paused due to the claims of the communities.

Tecpetrol joins the Argentine oil companies that in recent years have ventured into lithium, a sector dominated by foreign companies in Argentina. At the moment only three projects produce lithium carbonate (or hydroxide), but that number is expected to multiply in the short term to take the South American country from fourth to third place in global producers of this mineral, surpassing Chile.

Negotiations & Potential
Tecpetrol announced the success of the public offering to the shareholders of Alpha Lithium, by acquiring 54% of the issued and outstanding shares of Alpha. The purchase is estimated to have exceeded US$150 million.

Tecpetrol Investments S.L., a member of the Techint Group, announced that its 100% subsidiary, TechEnergy Lithium Canada Inc., has taken and acquired 102 million common shares of Alpha Lithium Corporation, representing approximately 54% of the issued and outstanding shares of Alpha, pursuant to its offer to acquire Alpha for C$1.48 in cash per share.

Alpha Lithium's projects in Argentina
+Its other local asset is in Hombre Muerto (Catamarca), where it owns 5,072 hectares. None of them are even in the exploration stage. Valued in its 2022 balance sheet at US$500 million, a few months ago, at the height of Tecpetrol's offer, the Canadian company released technical reports that requoted them at US$1,700 million.

+The focus of development, however, today is the Salar de Tolillar. Because of its size and, fundamentally, because the project has already reached its state of maturation, of rediskeo; It requires a strategic investor, willing to develop the asset.

Alpha Lithium owns 100% of Alpha Lithium One, which has a concession of 27,500 hectares in the Salar de Tolillar (Salta).

Currently, El Salar de Tolillar is in the preliminary economic evaluation phase, with 32% of the hectares explored and an estimated resource of 2 million tons of lithium carbonate.

After having failed in other efforts to get other investors for its projects such as the Russian Uranium One. Based on the analysis of its external financial advisor (Credit Suisse), Alpha's board of directors issued a unanimous recommendation to its shareholders on September 28 to accept the proposal.

https://www.linkedin.com/feed/

[TradingCharts]

PANTERA MINERALS LIMITED PFE
https://www.asx.com.au/markets/company/pfe

https://panteraminerals.com/

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Pantera to acquire 35% stake in Superbird lithium project in Arkansas, US
MININGOTHER COMMODITIESINDUSTRIAL MINERALS
By NS Energy Staff Writer 24 Aug 2023

Australia-based Pantera Minerals has signed a $2m convertible note facility with Daytona Lithium to acquire a 35% interest in the Superbird lithium project located in Arkansas, US.

With the purchase of a 35% stake Superbird project, Pantera enters the Smackover Formation, one of the hottest brine formations in the US.

The Superbird project covers around 5,325 acres of leased lithium brine prospective ground in the Smackover Formation, a known high-grade brine formation in the Arkansas region.

Pantera said that the Smackover Formation is home to several lithium brine explorers and producers.

The Superbird project is located close to several lithium projects, such as the Exxon lithium brine project, Lanxess project, and South-West Arkansas project, among others.

Pantera CEO Matt Hansen said: “With Pantera’s 35% investment into Daytona Lithium, the Company enters one of the most significant and emerging brine plays in the USA. Daytona holds highly prospective lithium brine leases in the Smackover Play located in Arkansas, USA.

“Daytona’s project area directly abuts Exxon’s Smackover Lithium Brine Project, Standard Lithium’s Lanxess & South-West Arkansas Project and Albemarle Corporation’s Lithium-Bromine Brine Project.

https://www.nsenergybusiness.com/news/pantera-to-acquire-35-stake-in-superbird-lithium-project-in-arkansas-us/

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ExxonMobil stand-in looking for lithium brine in Columbia, Lafayette counties
https://www.magnoliareporter.com/news_and_business/lafayette_county/article_3dfdd22a-70b7-11ee-b0a0-5b991d5781bd.html

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TRADING HALT REQUEST
Pursuant to ASX Listing Rule 17.1 Latin Resources Limited (Company) requests an immediate trading halt over the Company’s securities today, 20th October 2023 pending the release of an announcement in relation to a capital raising.

The Company requests the trading halt until the earlier of the Company releasing the announcement, or commencement of trading on Tuesday, 24th October 2023.

The Directors of Latin Resources Limited are not aware of any reason why a trading halt should not be granted and there is no other information necessary to inform the market about the trading halt.
https://www.investi.com.au/api/announcements/lrs/ad1e78e8-f4f.pdf

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Lithium South Expands Production Goals with Updated PEA and Strategic Team Addition

October 18, 2023 / Vancouver, BC / Lithium South Development Corporation (the “Company”) (TSX-V: LIS) (OTCQB: LISMF) (Frankfurt: OGPQ) is pleased to announce that it has selected Knight Piésold Consulting (KP) and JDS Energy & Mining (JDS) to prepare an updated National Instrument 43-101 Preliminary Economic Assessment (PEA) on its flagship Hombre Muerto North Lithium Project (HMN Li Project), located in Salta Province, Argentina. The report will use the new HMN Li Project upgraded resource of 1.58 million tonnes Lithium Carbonate Equivalent (LCE). It will also take into consideration current market conditions and pricing for LCE. The report will use an Initial Design Capacity (IDC) of 15,000 tonnes per year LCE production. This IDC could be expanded as further project resources and pumping areas are identified.

The Company has selected low risk, industry proven conventional evaporation as the means of lithium recovery. To optimize this process, the Company is pleased to announce it has retained Mr. Peter Ehren, MSc. of Raw Materials Technology as the primary engineer for Process Optimization and as a Qualified Person (QP) for the PEA and NI 43-101 Technical Report. Mr. Ehren has extensive experience with lithium projects across world, especially in Argentina and Chile. As Process Engineer, he was responsible for the design of flagship projects such as Salar de Olaroz of Sales de Jujuy (Allkem-Livent New Co), the Pastos Grandes (Millennium Lithium, now owned by Lithium Americas), and Salar de Maricunga (Lithium Power International). With the direction of Mr. Ehren, the Company is targeting lithium recovery improvements from the current 50% to approximately 70%.

KP is providing the engineering design, cost estimation, infrastructure, and logistics for the PEA. KP is a global consulting firm that provides specialized services to the mining, power, water resources, infrastructure industries. The company focuses on creating value at every stage of a project through quality driven, sustainable, and cost-effective solutions. Established in South Africa in 1921, KP has expanded their reach into a global network of over 1,200 professionals based in offices in North and South America, Europe, Africa, Australia, and Asia. KP has extensive experience working in Argentina, with offices in Mendoza, San Juan, Neuquén, Santa Cruz and Salta.

JDS is providing the study management and economic analysis for the project. JDS is an engineering, project, and construction management firm composed of a diverse set of skilled and highly experienced mining and construction professionals. With a proven record of providing clients with fit-for-purpose solutions and value delivery, JDS has acquired a reputation for delivering and executing project plans on budget, on time, and most importantly, safely. The JDS team prides itself on delivering project concepts from inception to full operations, providing clients with technical engineering support, onsite operations services and EPCM.

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Posco-backed group invests in lithium technology startup EnergyX
By Ernest Scheyder
October 17, 20235:59 AM CDTUpdated 8 hours ago
https://www.reuters.com/markets/commodities/posco-backed-group-invests-lithium-technology-startup-energyx-2023-10-17/

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UPDATE 1-Guangzhou Futures Exchange to start lithium carbonate futures trading from July 21
JULY 14, 20233:04 AM UPDATED 3 MONTHS AGO

BEIJING, July 14 (Reuters) - China’s Guangzhou Futures Exchange will launch lithium carbonate futures on July 21, it said on Friday, offering participants in the world’s biggest lithium market an opportunity to hedge price volatility in the battery raw material.

China consumed more than 80% of the world’s lithium carbonate last year, worth 243.6 billion yuan ($34.18 billion)according to CITIC Futures.

Soaring demand for the metal, used largely to make batteries for electric vehicles and energy storage, has led to dramatic swings in the physical price over the last year.

The January 2024 contract is the earliest maturity date. The statement did not specify the base price for the contract.

https://www.reuters.com/article/china-lithium-futures/update-1-guangzhou-futures-exchange-to-start-lithium-carbonate-futures-trading-from-july-21-idUKL1N3900L5

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China’s lithium carbonate price rebounds amid futures strength
China’s spot lithium carbonate prices rebounded in the week to Thursday October 12 due to support from a surge in the lithium carbonate futures contract on Guangzhou Futures Exchange (GFEX), the first gain since the end of August, sources said
October 13, 2023

China’s lithium hydroxide prices still down on muted demand
East Asian lithium prices lower on weak demand and previous weakness in China
European, US lithium prices lower on scarce spot demand
The most traded January 2024 lithium carbonate contract on GFEX surged to close at 164,950 yuan ($22,596) per tonne on Thursday from the day’s opening at 157,100 yuan per tonne.
This lithium carbonate contract price has been on a steady uptrend after China’s Golden Week holiday from September 29 to October 6. The contract opened at 150,000 yuan per tonne and closed at 151,900 yuan per tonne on Monday October 9, the first trading day after the holiday.

Offers for lithium carbonate rose on Thursday following the strong futures performance on the same day, Fastmarkets learned, while prior to Thursday, market participants noted a stable market.

“Before Thursday, the prices for lithium carbonate were very stable, not much different from the week before China’s golden week holiday, with battery-grade lithium carbonate prices around 165,000 yuan per tonne,” a Chinese lithium trader said. “But just today, following the futures strength, the offer prices for battery grade lithium carbonate jumped to 180,000 yuan per tonne, although no trades have been concluded at this level.”

https://www.fastmarkets.com/insights/chinas-lithium-carbonate-price-rebounds-amid-futures-strength

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Standard Lithium Acquires Large Parcel of Land for South West Arkansas Project
September 13
https://www.standardlithium.com/investors/news-events/press-releases/detail/151/standard-lithium-acquires-large-parcel-of-land-for-south

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Lithium: Who’s right and who’s wrong on the price outlook?
Posted on - 11 Oct 2023

Category - Features

It’s fair to say that in a 20+ year career of material strategy and price forecasting I’ve never seen as large a variance in both the near- and long-term as I have seen on price forecasts for lithium. A number of large investment banks are extremely bearish on the outlook for lithium prices, suggesting that they will go back nearly to where they came from in 2020, while industry specialists are much more bullish, with one producer suggesting to me a few weeks ago that prices would go back to US$80/kg. The small size of the lithium market and its...
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https://www.batterymaterialsreview.com/lithium-whos-right-and-whos-wrong-on-the-price-outlook/

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What place for Abitibi-Témiscamingue in the battery industry in Quebec?

The only lithium mine operating in Quebec is the Sayona mine, located in La Corne, between Val-d'Or and Amos.

We have the natural resources necessary to power a carbon-neutral world, and battery and electric vehicle companies know it very well: we have lithium in Quebec. I am thinking of Sayona, Abitibi, which I visited earlier this year," said Canadian Prime Minister Justin Trudeau at Thursday's announcement.

https://ici.radio-canada.ca/nouvelle/2013794/industrie-batterie-abitibi-sayona-lithium?depuisRecherche=true

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THE WOODLANDS, Texas, Sept. 21, 2022 /PRNewswire/ -- TETRA Technologies, Inc. ("TETRA" or the "Company") (NYSE: TTI) announced the completion of its maiden inferred bromine and lithium brine resource estimation report for its brine minerals leased acreage in the Smackover Formation in Southwest Arkansas. The technical report summary, which is available in its entirety on TETRA's website Investor Relations - Presentations (tetratec.com), reflects the following.

TETRA has identified a direct lithium extraction (DLE) technology based on adsorption/desorption using a proven, commercially available resin that is currently being successfully used in commercial lithium extraction operations from salar brines. Using our lithium-rich Arkansas brine samples from our recently completed test well, our inferred resource report details the excellent DLE laboratory and pilot unit results from our research group at our TETRA Innovation Group Technology Center in Conroe, Texas.

"The inferred resource report also confirms that the Smackover Formation is enriched in bromine (an average of 5,371 mg/liter) and lithium (an average of 416 mg/liter), which we expected based on our previously disclosed test well fluid sampling results. Based on the recent test well drilled on the TETRA 5,000 acres, the brine samples from the Upper Smackover Member within that well yielded the highest recorded lithium values (461-489 mg/liter) within the Upper Smackover Member, which may indicate uniquely elevated lithium brine within the targeted acreage where TETRA retains both the bromine and lithium rights.

https://www.prnewswire.com/news-releases/tetra-technologies-inc-announces-maiden-inferred-resources-of-5-25-million-tons-of-elemental-bromine-and-234-000-tons-of-lithium-carbonate-equivalent-301630186.html

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Amprius’ Industry-Leading 500 Wh/kg Battery Platform

Amprius Technologies 189 views Oct 2, 2023
The 500 Wh/kg battery platform is a tailored solution for applications that require maximum discharge times without compromising key features, such as aircraft payload. The new lithium-ion batteries demonstrate ultra-high gravimetric energy density (500 Wh/kg) and volumetric energy density (1300 Wh/L) enabling longer run times, range and endurance, while enabling lighter packs that increase energy efficiency.

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Research this.
https://primero.com.au/northamerica/

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Alkemy Capital Investments
2h •

Tees Valley Lithium Ltd together with Weardale Lithium has secured a joint funding package of approximately £613,000, which includes a grant of approximately £430,000 from Innovate UK.

Innovate UK is the UK’s national innovation agency. It drives productivity and economic growth by supporting businesses to develop and realise the potential of new ideas.

The funding provided under the Launchpad: Net Zero, CR&D Tees Valley, R2 competition supports outstanding innovation projects that grow activities in the Net Zero innovation cluster centred on Tees Valley and supports the Government’s goals in the Levelling Up White Paper.

Through collaborative research and development, TVL and Weardale Lithium are building upon the MOU signed last year to evaluate the potential synergies of both producing and refining lithium in the North East of England.

The funding will advance feasibility studies and scale-up activities to further a battery-supply chain industrial hub and include the evaluation of the potential for Weardale Lithium to supply lithium to TVL for refining.

Alkemy Capital Investments
Weardale Lithium
Innovate UK


Read the full RNS announcement here: https://lnkd.in/enamXanp

Stay up to date with our latest news by subscribing to our email: https://lnkd.in/eEq8gcGG


#TeesValleyLithium #TVL #WeardaleLithium #InnovateUK #RedcarCleveland #WiltonInternational #LithiumHydroxide #AlkemyCapitalInvestments #ALK #Lithium #BatteryDemand #BatterySupplyChain #EnergyRevolution #UK #Europe #electricvehicle #feedstock #cathodeactivemanufacturer #TeesValley #recycling #ukgovernment
https://www.linkedin.com/feed/update/urn:li:activity:7113450523550212096/

[nowwhat2]

Chronology


August 2021




Sept. 8th 2023




Sept. 21 2023

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Battery companies is what I am concentrateing on, no more mining for me. I'll hold what I own until March 2024 than I'm out of mining for good.

Tetra Technologies announced plans to build a $500 million lithium production facility. It is not unreasonable to expect Exxon to spend as much as SLI for capital expenditures. The main players are already connected in various ways. First ExxonMobil paid $100 million for 120,000 acres of leases in the Smackover play. Then it joined Tetra to develop more than 6,100 acres in Arkansas. Tetra had already leased more than 27,000 acres in Arkansas to Standard Lithium and also is working with Saltwerx, a subsidiary of ExxonMobil. The SLI connectivity continues as Tetra currently buys bromine from SLI partner Lanxess.

Furthermore, Standard Lithium has proven two concepts of direct lithium extraction in Arkansas — SLI’s proprietary LiSTR process and a co-developed process with Koch Technology Solutions (KTS). The Lithium Selective Sorption (LSS) process is the product of the SLI-KTS collaboration, and Standard Lithium has regional exclusivity for the LSS process in the Smackover formation. SLI’s feasibility study of the production process will conclude in 2024, with construction commencing in 2025 and first production expected in 2027.

The SLI process starts with “brine entering the production facility to be pre-treated and then processed via the co-developed Koch Technology Solutions’ LSS direct lithium extraction process. After purification and concentration, final conversion to a lithium hydroxide product would use a modified chlor-alkali electrolysis process. After lithium extraction, the lithium-depleted brine will be returned to the resource area by a pipeline system to the network of brine injection wells.”

https://armoneyandpolitics.com/lithium-boom-headed-our-way/