Experts Warn of Supply Cliff for Battery Raw Materials as Gigafactory Demand Builds investingnews.com/battery-raw-ma…

Shortman data not being updated since the 15th March. Thankfully, ASIC have an alternative source to the open short data… Another 9M reduction in the total open shorts for $LKE between the 19th and 20th March….now down to 1.87% (30.6M). The Shorters are closing hand over fist!

Argentina President Javier Milei meeting with Elon Musk today at Tesla's Giga Texas factory.

Some great info on the impacts of Lepidolite mining/processing for Lithium in China. Great insight into the issues that have emerged over the last few years. Surely production can’t continue at the same rate! Article is in Chinese and needs translation. mp.weixin.qq.com/s/fueZ0E32DVNR…

Lithium: Short-Term Opportunities for a Long-Term Trend sprott.com/insights/lithi… Given the scale of the recent descent juxtaposed with the stark demand-supply imbalance in the upcoming years, lithium miners may be well positioned going forward.

Excellent Lithium market commentary outlined by Ken Brinsden at the recent Diggers and Dealers Conference - from the 11:15 mark onwards is very worthwhile listening to IMO. Covers China supply, the supply and demand outlook and the North American picture. youtube.com/watch?v=fJKOwn…

Argentina is joining a US-led initiative aimed at drawing more investment in critical-minerals mining, part of an effort to create supply chains that don’t involve China trib.al/7jH4A7W

I'm getting ready to leave for Buenos Aires! It's going to be a great trip, engaging key partners in South America on critical minerals supply chains, promoting trade and economic opportunities, and much more. state.gov/under-secretar…

Promoción de comercio e inversiones con los Estados Unidos 🇦🇷🇺🇸 La Canciller Diana Mondino presidió esta mañana una reunión del US-Argentina Business Council (USABC), junto a Neil Herrington, Vice Presidente Senior para las Americas de la U.S. Chamber of Commerce, de quien

🇺🇸🤝🇦🇷 Today I joined Foreign Minister Diana Mondino in signing a critical minerals memorandum of understanding between the U.S. and Argentina to strengthen our cooperation on critical minerals supply chains and promote trade and investment in Argentina's #energytransition.

Participé, junto al subsecretario de Crecimiento Económico, Energía y Medio Ambiente, José W. Fernández, del US-Argentina Business Council (USABC) donde expuse la gestión que venimos llevando adelante para impulsar el crecimiento económico y las inversiones en el sector privado.

stockhead.com.au/resources/shaa… More insightful commentary on Lithium pricing by Ken Brinsden.

Mineral Security Partnership #MSP Forum with the United States 🇦🇷🇺🇸 Argentine Provinces presented investment opportunities in lithium and copper mining projects to more than 200 representatives of companies, banks and investment funds from abroad. 📎 cancilleria.gob.ar/en/announcemen…

Fruitful talk with Argentina MFA 🇦🇷 Amb Marcelo Cima and Secretaries Secretaría de Minería Lucero and Secretaría de Energía Chirillo on opportunities for mining companies, trends in regional energy trade, and how our gov'ts can deepen collaboration to boost investment and strengthen supply chains.

It was great to speak with the U.S.-Argentina Business Council on Argentina's great potential. The U.S. private sector can actively help Argentina progress from where it is to where it wants to be.

Biden administration considering price support to backstop critical minerals projects mining.com/biden-administ… #lithium #copper #mining

Bottoms can feel like an eternity - but cycles end, they always do. In fact, mining has seen *five* cycles since 2000. 'Every cycle broadly follows the curve, yet looks a little different when you are in the eye of the storm.' /Thread 1 of 11