20% of EVs sold in Europe are made in China. The thought that this number could further grow in addition to increase EV penetration rates, explains the panic created in the once EV promoting EU. Considering that these same China made vehicles are sold at 1/2 de price in China

Great thread. Worth to look at.

⁦⁦⁦⁦Rio Tinto⁩’s Jadar mine might be finally permitted…. But even even with the support of the Serbian president, it is unlikely production can start by 2028 Serbia to give green light for Rio Tinto lithium mine - MINING mining.com/web/serbia-may…

Chile´s regulator confirms that the agreement SQM-Codelco does only require a board of directors approval, not a shareholders approval as Tianqi is requesting. Tianqi trying by all means to block the agreement that would effectively mean that Tianqi will not be able to control or

Finalizing an intense week at Fastmarkets BRM ‘s conference in Las Vegas. Great event, many participants. However, general sentiment not good. And thank you Mr. Lithium Joe Lowry for having me on your podcast, this time with a different format. It was fun.

SQM & DLE: - "difficult to choose one that is going to fit and be suitable for all kinds of different chemicals that can be in different types of brine." --> DLE will probably solve intermediate clean up stages - evaluated over 70 DLE technologies and selected 12 for pilot

Core Lithium pauses operations. Current lithium price levels allow only very low cost producers to operate generating cash. Prices will have to rebound if incremental capacity the industry will need, is to be built. If prices remain at present levels for longer, we will see a

LG to start supplying LFP batteries to Renault. The shift to LFP seems inevitable for EVs to affordable. linkedin.com/posts/lgenergy…

All legal sources I have consulted indicate Tianqi’s appeal has no grounds nor possibilities. China's Tianqi appeals Chile ruling on SQM-Codelco lithium deal - reuters.com/markets/commod…

Tianqi´s appeal rejected. SQM Codelco deal can go ahead Tianqi will continue trying to block the deal.... mining.com/web/chilean-co…

IMO this is highly unlikely. From its two producing assets, Atacama and Greenbushes, Atacama is under a lease contract with expiration date and production capacity that is limited. Greenbushes has none of these limitations.

Wodgina might be an easier to make decision for Albemarle to sell....

After Pilbara's acquisition of Latin Resources.....

Fastmarkets Lithium Price Update After a long while a "+" sign!

I would presume that this is a step to make Argentinian lithium IRA compliant. 🇦🇷🫶🇺🇸 mining.com/web/us-inks-cr…

Lithium Industry Evolution: from an Oligopoly to a Monopsony Whereas in 2010, the world´s two largest producers supplied 68% of the global lithium market, by 2024 their share has shrank to 33%.... and decreasing. On the demand side, in 2010 the world´s two largest consumers

Tianqi appeal to Chile´s Supreme Court rejected.....again. Tianqi´s efforts to stop the SQM-Codelco JV, on grounds that to me at least sound ridiculous, rejected once again. But, they will surely insist. emol.com/noticias/Econo…

Arcadium placing Mt Cattlin into C&M by mid 2025. News does not come as a surprise considering current lithium prices and Mt Cattlin´s cost of production. It is the first of probably some more shut down announcements (🇨🇦 🇦🇺). A deja vu of 2019...

Another try in Bolivia. To see whether it survives the next election…. Now, Russia’s Rosatom should have high technical know. It claims to have been the initial DLE developer in China who then copied their technology. Maybe.

Have lithium prices reached the bottom? Maybe, likely.... However, the last money losing producer I would have thought would stop was CATL. Why? Simply because CATL produces less than 10% of the Li it consumes. If by producing this 10%, at a loss, it keeps prices for the other