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If EVs are lithium ion batteries then EVs are minerals, metals & chemicals Gigafactories are getting bigger and bigger and consume multiple mines worth of raw material each year Once the auto industry becomes fully in tune with this bedrock principle, change will happen quick

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.

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

asiafinancial.com/trump-planning… Interesting opportunity for Argentina considering Milei has stated one of his first 2025 priorities is finalising an FTA with the US. Onshore US Li supply will not be enough (or ready in time) to feed proposed battery plants being built. Enter Argentina!

Another chunk of Lithium future supply locked up by a forward thinking OEM. Which OEM’s and battery makers will be left standing when the music stops and available supply is all allocated? reuters.com/markets/deals/…

Getting very close to “crunch time” for Uranium stocks. The chart below shows secondary industry inventories. Considering replacement rate contracting should be around 190M lbs per year, UXC’s inventory numbers of <5M lbs in 2025 should have Utilities shaking in their boots!

centralpuerto.com/en/noticias/ce… Very positive news on the power infrastructure development in the Puna Region in Argentina - including Catamarca. Both mining projects and local communities to benefit. $LKE

How foolish does Labor look now? Dim-witted Bowen and Albanese have been told all the way along. A combination of base load Nuclear and solar backed up by batteries needs further consideration. youtu.be/xuIjDtCYQQ0?si…

youtu.be/nBO6w3Ow3vY?si… When the opinions of heavy hitters like these align, you'd better sit up and take notice! Great video Howard Klein

@"The Hidden Winners of China's DLE Export Ban"linkedin.com/pulse/hidden-w… on LinkedIn A good article on DLE and how the Chinese export ban will impact various players in this space. $LKE $VUL and ⁦Lilac⁩ all mentioned very favourably over many other players.

Sprott has raised $25.55 million through a non-brokered private placement as a massive statement of intent that it does not plan to sell any of the physical uranium they hold. For all those who were hoping that those pounds would be released, tough luck. globenewswire.com/news-release/2…

Further validation of Lilac IX DLE technology at 1/3 commercial scale - this time with the improved performance of the Gen4 beads in the flowsheet at a Demonstration Plant in Jujuy, Argentina! $LKE $LLKKF lilacsolutions.com/news/lilac-ann…

An excellent interview of Ken Hoffman of McKinsey. Lots of items covered through this video - where we are in the Lithium pricing cycle, BESS growth, Hydroxide v Carbonate, Sodium Ion, what's happening in the Middle East, etc. Definitely worth watching. youtu.be/t2w2NBGpu8Q?si…

Will the devastating floods in China have any impact on existing Lithium mines or processing facilities? Are mines or facilities in the affected regions? If they are, could this be similar to how the McArthur River flood of 2003 triggered the Uranium Spot Price going sky high?

“The poison was never forced. It was offered gently, until you forgot it was poison at all.” ~ Mark Twain A Thread Exposing the Top 10 Lies and Propaganda We’ve Been Sold🧵 Secret #1: Steak is the healthiest food on the planet

A big night of gains for Li stocks on the NYSE! ALB +7.9% LAC +7.7% LAR +6.8% SQM +6.3% SGML +5.6% and quite a few others >3%. VUL put out a successful grant announcement for €104M towards funding and closed +15%! It could well be another good day for Lithium stocks on the ASX.

One of the beneficiaries of the current moves in Lithium price and improvement in market sentiment! $LKE $LLKKF