Buffalo Battery Metals Ltd

Lithium stocks ‘one deal away’ from going on a tear: E&P

South Africa’s Exxaro Seeks to Acquire Manganese Mining Assets

Lithium World Asks If Surprise Mine Shutdown Can Arrest Slump …

The U.S. must go beyond merely stockpiling critical minerals—developing robust market infrastructure is essential for long-term resilience. As China’s dominance in the minerals market deepens, the U.S. has a unique opportunity to secure its supply chains and accelerate the clean energy transition. By fostering liquid financial markets and innovative trading mechanisms, we can ensure a stable and fair market that supports our national security and technological leadership. Now is the time for strategic action and investment in this vital sector. #CriticalMinerals #EnergySecurity #CleanEnergy #Innovation

China Drives African Lithium Surge to Lock in Key Battery Metal …

Critical minerals are the backbone of the energy transition, but their supply chains are complex and fraught with challenges. As demand for these minerals skyrockets, securing a reliable supply chain is more crucial than ever. The future of energy hinges on our ability to navigate these complexities and ensure sustainability at every step. How are you preparing for the shifting landscape of critical minerals? #EnergyTransition #SupplyChain #Sustainability #CriticalMinerals

The #energytransition is coming. This is not a political statement, this is not about climate change, or even a view on green energy vs. fossil fuels, it is simply a fact that the world is transitioning to the next phase of power generation. With that comes an enormous pressure on demand for certain commodities. Whether it is tomorrow, a month, a year, or several years from now, prices for base metals and other critical materials are likely to skyrocket from today's levels. I don't see many analysts that are predicting $9k copper in 5+ years time, in fact there have been frequent calls for $15k, $20k, even $40k copper in the coming years as supply struggles to keep up with demand. And copper is just one of a number of metals that will be critical to these developments. A problem with betting on higher prices right now is there are very few entities with deep enough pockets to withstand 10+% downswings (as we've seen from the liquidations over the last few weeks). There are however certain governments that have both very deep pockets, and a vested interest in the energy transition that could be taking advantage of this opportunity. Whether the infrastructure required (electrical grids, charging stations, etc.) will be publicly funded, or public-private partnerships, governments (and therefore taxpayers) have huge exposures to these prices and should be taking a serious long-term approach to prices for energy transition metals and building hedging programs in order to protect themselves over the years to come. Failure to do so will likely result in billions of additional cost, and that's just for the projects that have already been established. Hedging is a simple tool but can be an extremely powerful one when used correctly. The attached article was co-authored by myself and Anthony Pears to kickstart conversations that should already be happening. For those of you that would like to discuss further, we would love to hear from you, please drop us a message on LinkedIn. And for those of you that think I'm talking nonsense or pushing an agenda, I'm getting a root canal today so the universe has already got your anger covered. #government #hedge #hedging #risk #volatility

Global electric car sales are on track to grow strongly again this year, reaching about 17 million With more than 1 in 5 cars sold worldwide in 2024 set to be electric, the rise of EVs is transforming the auto industry & the energy sector

The Climbing Demand for Critical Minerals #lithium #nickel #copper #energy #metals h/t Sprott, IEA Sprott

📊 Market Balance Update: Lithium Supply Forecast Canaccord Genuity’s latest model indicates a shift in market balance for lithium from 2026 to 2028. The adjustment reflects challenges in bringing new projects online and managing rising costs. Current pricing pressures and higher anticipated costs could impact future supply projections. Key Insights: Market balance delayed to 2028 Project ramp-up & sustainability are crucial Rising costs may affect new projects #LithiumMarket #SupplyChain #MarketBalance #CanaccordGenuity