Hfox1 (H) Looking Upstream & Downstream 🤔 (@claudiohfox) 's Twitter Profile
Hfox1 (H) Looking Upstream & Downstream 🤔

@claudiohfox

Researcher/Analyst/Investor AIM ASX TSX #Cu #Au #Ag #Lithium🌊DISCONNECT #ALL $LKE $SYA $NANO & afew more+ #EV🔋SupplyChain #DLE JoiningDots🤔NoADVICE🙏 RICCA

ID: 754029205999026176

calendar_today15-07-2016 19:05:46

43,43K Tweet

6,6K Followers

2,2K Following

Hfox1 (H) Looking Upstream & Downstream 🤔 (@claudiohfox) 's Twitter Profile Photo

The #Lithium Disconnect is still in play👇 As global lithium shortage looms. Countries that produce lithium now: Australia Chile China Argentina Brazil Zimbabwe USA Canada Portugal Mali Soon: Ghana Namibia Germany Austria Czechia Where are the value projects at scale?

Hfox1 (H) Looking Upstream & Downstream 🤔 (@claudiohfox) 's Twitter Profile Photo

$LKE @lake_resources 🇦🇷#Arg (ASX:LKE)🇦🇺 #Lithium 👉Long term EV, BESS & AI demand will continue to increase 📈 #DLE & ion-exchange, know what it can do The #KACHI Project - low impurities = lower costs - low water usage - 4th Gen Lilac What’s next? 😉 R U ready?

$LKE <a href="/lake_resources/">@lake_resources</a> 🇦🇷#Arg (ASX:LKE)🇦🇺 

#Lithium 👉Long term EV, BESS &amp; AI demand will continue to increase 📈 

#DLE &amp; ion-exchange,
know what it can do

The #KACHI Project 
- low impurities = lower costs
- low water usage
- 4th Gen <a href="/Lilac_Solutions/">Lilac</a>

What’s next? 😉
R U ready?
Hfox1 (H) Looking Upstream & Downstream 🤔 (@claudiohfox) 's Twitter Profile Photo

A MUST READ 👉The Lithium Effect: ‘Powering a New World’ by #evcurvefuturist 👏 evcurvefuturist.com/2025/07/the-li… #Lithium Boom & Bust life cycles: 👇 2010-2018 EV Catalyst 2017 - 📈 2019 - Forgotten Crash 2021-22 - Supercycle Peak 2023-25 - Great Hangover 2025-30 - 🌊 Position Now 😉

A MUST READ 👉The Lithium Effect: ‘Powering a New World’
 by #evcurvefuturist 👏

evcurvefuturist.com/2025/07/the-li…

#Lithium Boom &amp; Bust life cycles:
👇
2010-2018 EV Catalyst
2017 - 📈
2019 - Forgotten Crash
2021-22 - Supercycle Peak
2023-25 - Great Hangover
2025-30 - 🌊
Position Now 😉
Deeply Thoughts 007 (@deeplythough885) 's Twitter Profile Photo

🇮🇳🤝🇦🇷 BIG DEAL: India is dropping billions into Argentina after PM Modi’s game-changing visit to Buenos Aires 🔥 They’re teaming up on: ⚡ Gas & lithium 🤖 AI & nuclear tech 💳 Digital payments India locks in key resources. Argentina gets cash, tech, and a serious trade boost

🇮🇳🤝🇦🇷 BIG DEAL: India is dropping billions into Argentina after PM Modi’s game-changing visit to Buenos Aires 🔥

They’re teaming up on: ⚡ Gas &amp; lithium
🤖 AI &amp; nuclear tech
💳 Digital payments

India locks in key resources. Argentina gets cash, tech, and a serious trade boost
Hfox1 (H) Looking Upstream & Downstream 🤔 (@claudiohfox) 's Twitter Profile Photo

I’ve just woken up and I’m not sure what happened but $LKE is up 21% 🤔 I know there’s news inbound & a #Argentina 🇦🇷 #USA 🇺🇸 trade agreement is close but what else is going on? The #Lithium wave 🌊 is rolling again but…

I’ve just woken up and I’m not sure what happened but $LKE is up 21% 🤔

I know there’s news inbound &amp; a #Argentina 🇦🇷 #USA 🇺🇸 trade agreement is close but what else is going on?  
The #Lithium wave 🌊 is rolling again but…
Energy Transition Investor (@usuallyyjlee) 's Twitter Profile Photo

This Raging Lithium Bull, as Howard Howard Klein names me😉, maintains that 2026 = #lithium Deficit year. Key reason is the underestimated DEMAND. 2030 = 4.6Mt demand in my model. The main futures LC2509 on GFEX just jumped 7.8% this morning. Fun times are here!

This Raging Lithium Bull, as Howard <a href="/LithiumIonBull/">Howard Klein</a> names me😉, maintains that 2026 = #lithium Deficit year. Key reason is the underestimated DEMAND. 2030 = 4.6Mt demand in my model. 
The main futures LC2509 on GFEX just jumped 7.8% this morning. Fun times are here!
Haplo (@hc_haplo) 's Twitter Profile Photo

Eight lithium mines in Yichun, Jiangxi found to have permit issues Ref: Benchmark : source.benchmarkminerals.com/article/eight-…

BatteryMaterialsReview (@reviewbattery) 's Twitter Profile Photo

Big move in #Lithium carbonate futures to close the week out and it's been a huge move off the bottom in recent weeks. But's it's not atypical for lithium to trade like this, as we've seen before. Average SpodCon price is now above US$800/t (US$810/t) with prices as high as

Big move in #Lithium carbonate futures to close the week out and it's been a huge move off the bottom in recent weeks. But's it's not atypical for lithium to trade like this, as we've seen before. Average SpodCon price is now above US$800/t (US$810/t) with prices as high as
Theo Soumyaraj (@tsoumyaraj) 's Twitter Profile Photo

⚡ The Next Lithium Bull Run Is Taking Shape In the early 2020s, lithium analysts largely underestimated the supply contribution of lepidolite, resulting in temporary price relief. However, we’re now seeing a repeat of that forecasting failure, but this time both on supply and

⚡ The Next Lithium Bull Run Is Taking Shape

In the early 2020s, lithium analysts largely underestimated the supply contribution of lepidolite, resulting in temporary price relief. However, we’re now seeing a repeat of that forecasting failure, but this time both on supply and
Q2 Metals Corp (QTWO: TSX-V, QUEXF: OTCQB) (@q2metals) 's Twitter Profile Photo

🎙️ INTERVIEW: Q2 Metals CEO Alicia Milne & VP of Exploration Neil McCallum join Howard Klein and Matt Fernley of Rock Stock Channel to discuss the Cisco Project, the Exploration Target, the financing, & more. $QTWO $QTWO.V $QUEXF #Lithium 📺 Watch: youtube.com/watch?v=e6cGYN…

OzBandit (@evcurvefuturist) 's Twitter Profile Photo

Global grid BESS deployments surged 53% YoY in H1 2025 to 86.7 GWh. China led with 50+ GWh, but Saudi Arabia stunned with four >2.6 GWh projects. Gigascale is here: 14 projects >1 GWh online vs just 5 in 2024. The energy storage revolution isn’t coming—it’s charging. #LFP #BESS

Global grid BESS deployments surged 53% YoY in H1 2025 to 86.7 GWh. China led with 50+ GWh, but Saudi Arabia stunned with four &gt;2.6 GWh projects. Gigascale is here: 14 projects &gt;1 GWh online vs just 5 in 2024. The energy storage revolution isn’t coming—it’s charging.  #LFP #BESS
BatteryMaterialsReview (@reviewbattery) 's Twitter Profile Photo

SYA: Much improved quarter with record prodn and recovery but, although unit operating costs were down, they remained above selling prices for the quarter.

BatteryMaterialsReview (@reviewbattery) 's Twitter Profile Photo

Highlighting something that the #Lithium industry needs to improve - cost disclosure...with signs that prices may have troughed, I think companies are doing themselves a disservice by hiding their cost structures behind smoke and mirrors. shorturl.at/DbmFg

Highlighting something that the #Lithium industry needs to improve - cost disclosure...with signs that prices may have troughed, I think companies are doing themselves a disservice by hiding their cost structures behind smoke and mirrors. 
shorturl.at/DbmFg
Paola Rojas 🐝 (@paola_rojas) 's Twitter Profile Photo

Global copper demand is forecasted to increase by 70% over the next 25 years, with other critical minerals chasing behind. Investment required may be as high as $2 trillion. But supply may not come from where you'd expect: paolarojas.blog/2025/05/11/big…