Crazy overcapacity of Solar panel manufacturing: 2TW next year. That's the equivalent of 5 Nuclear plants capacity per day! Per day! Now, at this point, I know that the nuclear cheerleaders are gonna start whinging. Guys! Wake up. You're selling a Nike shoe for the price of

So Tesla, CATL, and now Samsung have million mile batteries. Guess it’s a thing? Samsung says solid state battery pilot line is running, with mass scale in 2027. The battery has 500 wh/kg density - allowing for a 600 mile range. Suggested it’ll take 9 minutes from 10/20% to 80%.

$11.8 million… $LAC

DoD provides a $11.8 million grant to “facilitate the acceleration and expansion” of $LAC ’s $2,930 million capex Thacker Pass project …

Sustained zero/negative margin #lithium prices will only result in a more severe supply crunch and another major lithium run… probably why big oil is positioning themselves in Arkansas #exxon #equinor

WOW PilbaraMinerals Latin Resources Limited All share deal. What other advanced developers are next? $PLS $LRS Webcast link 👉edge.media-server.com/mmc/p/yt5udw84 #Lithium

📊 Portofino Company Overview: ✅ Yergo Property Acquistion ✅ Arizaro IV Buy-In Option ✅ Canadian Lithium & Gold Properties Learn More : portofinoresources.com/investors/pres… $POR $POR.V $PFFOF #lithium #TSX

$LAAC closes PG transaction w Ganfeng Implied value for PG alone: $470m $LAAC mcap: $553m The #lithium market isn’t dead, just the publicly traded stocks 👉 disconnect 👉 rebound inbound 🤞

Does looking at this #lithium carbonate cost curve make you want to invest more in #brine assets in #Argentina 🇦🇷?

‼️ Offtake Prepayment MOU ‼️ Galan Lithium $GLN $GLN.AX

Howard Klein Remember, a mere 34,000-tonne LCE deficit in 2021 triggered a dramatic surge in spot prices, skyrocketing from $5,700 to nearly $70,000 Demand is not going away #lithium #BullRunSoon #reboundInbound

A perspective I agree with, often overshadowed by the focus on equity moves Lower #lithium prices lead to cheaper batteries, driving demand and securing a lithium-ion future 👉👉 Laying a stronger foundation for #lithium investments

NEVs are dominating 🇨🇳, the world's largest auto market, with a 55.1% market share from Aug 1-25 while ICE sales are rapidly declining. Chinese auto are setting their sights on Europe and the RoW. The transition to EVs is inevitable, yet some Western automakers remain in denial.

Which are the top 15 countries with most solar installed? This graphic visualizes the top 15 countries by cumulative megawatts of installed photovoltaic (PV) and concentrated solar power (CSP) as of 2023. In the graphic, each solar panel shows the total megawatts of solar

This scenario involves the majority of new car sales in the US being electric from ~2030 onwards. Managing peak demand will still be important. Fortunately, EVs are a manageable load.

But but #electricvehicles demand is slowing. 22.4% YoY growth whilst #ice cars sales fall off a cliff. Add to this #bess growth which is exponential right now and #lithium #battery demand is only tracking one way! Don’t believe the mainstream narratives

Getting Solar For Your Home In Zimbabwe Now As Easy As Getting A TV! cleantechnica.com/2024/09/01/get…

THIS IS A HUGE ACHIEVEMENT: The EU now generates more electricity from wind and solar than from fossil fuels. Graph from Nat Bullard data Ember

And they last about 10x longer too (so cost per cycle has gone down 10x faster still).