Chris Cann’s Post

The price of #lithium is a widely debated topic in an industry that is growing significantly and the mechanisms by which products in the supply chain are priced are also evolving quite dynamically. This article from International Lithium Association (ILiA) provides insights into these developments, it's a light read and time well spent! The article highlights the leadership of organisations such as Albemarle Corporation, Pilbara Minerals Limited, Mineral Resources Limited in supporting price discovery and how exchanges like the London Metal Exchange, CME Group and SGX Group are contributing to supporting the industry by operating futures markets. Fastmarkets is at the core of this evolution as the only organisation providing physical benchmarks that exchanges use as the underlying reference for the futures markets. It's great to contribute to this article alongside industry leaders including Ron Mitchell and representatives from Albemarle Corporation, Tianqi Lithium Corporation. Thanks Roland Chavasse and Rue Swabey! #commoditytrading #batterymetals #criticalminerals Christopher Ellis Steve D'Souza Raju Daswani Karen Shi, CFA Molly Wardman David B. Zachary Teo Gregor Spilker Ian Caton Sachin Patel Ivy Qi Barry Corbett Tee Yong Tan Jessie Ng Peter Hannah Kenny Groth Brenna Koh Callum Perry Jordan Roberts William Adams Perrine Faye Fleur Ritzema Zihao Li

Deposits of 29 of 31 critical minerals in global demand, including key ingredients to green innovations. We really are ready to do great things. Want to know more about Manitoba's critical minerals? Visit upmb.ca #MBMining #MBBusiness #UPMB

Atlantic Lithium Limited (AIM:ALL, OTCQX:ALLIF, ASX:A11) finance director Amanda Harsas visits Proactive’s virtual studio to announce the company has been approved to list on the Ghana Stock Exchange. While the listing date is yet to be disclosed, Harsas says the green light is a significant milestone in the company’s journey to operate Ghana’s first lithium mine. The #lithiumstock, which is focused on its Ewoyaa Lithium Project in Ghana's Central Region, anticipates producing 365,000 tonnes of spodumene concentrate annually, positioning it among the largest spodumene mines globally. Recently, the Ghanaian Minister of Lands and Natural Resources granted a mining lease for the project, facilitating its progression to commercial production. Additionally, the company welcomed a major investment from Ghana’s mineral sovereign wealth fund (MIIF)... Watch at #Proactive #ProactiveInvestors #AIM #OTCQX #ASX #ALL #ALLIF #A11 #lithium #batterymetals https://lnkd.in/ewk3T3vw

One of the key reasons behind Pilbara Minerals’ (ASX: PLS) stock decline is the ongoing drop in lithium prices. As a commodities producer, Pilbara's revenue is highly dependent on the price of ... https://lnkd.in/gTyGi8SQ #PilbaraMinerals #ASX #PLS #Lithium #LithiumStocks

On the new #FIRB rules... "Fast-tracked treatment will be given to so-called “frequent flyer” investors who are regularly before the Foreign Investment Review Board, as well as investments in non-sensitive areas such as professional services, mining of non-critical minerals, commercial real estate and new housing." Since I have done extensive work on the non-China market for critical minerals, like rare earths, and know that there isn't any of significance, it is pretty clear where a local minerals investor should focus. Target anything that is NOT on the #CriticalMinerals list. There is NO serious Western market for critical minerals, which means you have to sell to China, which means you are not going to get anywhere. However, the non-critical minerals are fine. Great news for #gold, #uranium and #copper. These are in bull markets, so we are good. Of course, the fully paid-up moron contingent from don't-think-tank land will soon be along to screw that one vibrant section of our mineral economy. Hopefully, we can make some money before they f888k that up too.

Pantera Minerals Ltd Discover financial insights into Pantera Minerals, highlighting revenue potential and strategic investments in the context of the evolving lithium market. Read More https://lnkd.in/gxHQKAWV #PanteraMinerals, #financialInsights, #lithiumMining, #profitability, #capitalInvestment

As the global energy transition accelerates, the demand for #lithium continues to grow. Our new toolkit on lithium pricing, developed in collaboration with OECD Tax, seeks to ensure producing countries benefit from this growth, giving valuable insights to address the transfer pricing challenges in the lithium sector. This report is the third publication of our series 'Determining the Price of Minerals', which provides a framework for accurate and fair mineral pricing, helping resource-rich developing countries verify prices and optimize revenue collection. First toolkit of the series provides a framework to tackle #transferpricing challenges in mineral transactions, followed by a report focused on #bauxite. Today, we're releasing the lithium pricing framework Governments and policymakers can leverage this resource to enhance their practices and policies, ensuring lithium extraction benefits fully contribute to economic and societal goals. Learn more ➡️ https://lnkd.in/ec6Fe55z #Mining #EnergyTransition #TaxPolicy #SustainableDevelopment #CriticalMinerals Thomas Lassourd Jaqueline Terrel Taquiri Daniel Jimenez Schuster Martín Sáez Kleinknecht

It comes as no surprise that trading volumes for rare earth minerals derivatives, essential for battery storage systems and EVs, have surged in recent years. In an environment characterized by high interest rates, increasing labor costs, and uncertainties surrounding both supply and demand, the appeal of returns in new mining projects appears diminished for prospective investors. The ability to manage commodity price risks could prove instrumental in attracting much-needed investment and capital expenditure to support the world's ambitious energy transition goals. https://lnkd.in/eTHUiNPU