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Good news: Li-prices relax the last 1.5 weeks after stagnation at high prices for over 3weeks and the huge price increases over the last year. This even despite an enormous Li demand from battery production being an insane 39.1 GWh in March in China alone. #batteries

Were do the ~60$/kg of Li2CO3 go instead of 6-8$/kg in 2020. See SQM profit. Variable pricing as fct(demand:suppy) will be seen all over the place because why should any mining company want to limit their upside? But always remember also the downside e.g. Galaxy Resources

LG ES will also introduce Cell-to-pack for its high-Ni pouch cells in 2025. While NMC811 prismatic CTP was developed in 2019 (Nio/CATL), an application to pouch was thought to be difficult to manage pressure homogeneity in pouch modules. businesskorea.co.kr/news/articleVi…

LIB cells become bigger and bigger. EVE Energy now revealed 560Ah cells for ESS applications. I think at some point in future we need a forklifter to carry a single cell in 10-15 years from now *joke of course 🤣 🤣🤣 #batteries #energystorage cnevpost.com/2022/10/21/eve…

EU might release on 14.3 these leaked rules - 10% of critical minerals of EU consumption mined in Europe + 15% from recycling - subsidies incr. to 100 &300M in regions >80%/<80% EU_GDP - invest max 300 Bn! in third countries to counteract China belt euractiv.com/section/econom…

Suddenly ASSB seem to become real as 1st incumbent plans SoP - Samsung SDI. Before it was ~15y of many startups and 32y of Solid State Electrolyte being 2nd most patented battery component but now Samsung seems to feel to be "safe" to make SoP at scale. asia.nikkei.com/Business/Techn…

Finally the hot needle for the AI bubble is there. DeepSeek trained for an amazing low 5.5Mio budget, better in tests and even offered for free. Meta already freaks out cause if somebody offers it for free and is better, what happens to investors that bet on high future profit

Today trade war starts officially worldwide - not just CN-US. 25% tariff MEX+CAN but oil only 10%, while CN +10% so now mostly at 35%. For Europe plans atm only on Al,steel,drugs, semiconductors and likely Cu as in 2018. Who next: BRICS, EU, Malaysia, ... reuters.com/world/americas…

US IRA subsidies frozen! Already contracted but not-yet paid out IRA money halted. for clean-H2, only few Mio$ paid out but 2bn still open. Batteries & solar might suffer most as in construction phase already --> may face cash-flow issues during 2025. canarymedia.com/articles/polic…

Full escalation: CN also increases tariffs to 84% now channelnewsasia.com/east-asia/chin…