Galan Lithium Ltd’s Post

It is incredible how much the corrosion in the price levels of Chemical Compounds and Ores destroyed the Value in just over 11 months of listed #Lithium Industry companies. Brazil 🇧🇷 does not have any Chemical Producer Listed on the Stock Exchange. However, it is worth highlighting the two Sector Giants that maintain their leadership positions in Market Value. 🇱🇷🇱🇷 Albemarle Corporation 🇨🇱🇱🇷 SQM In Third Position in Market Value appears 🇨🇳🇨🇳 Qinghai Salt Lake Industry Co., Ltd., occupying a position that was previously occupied by 🇨🇳🇨🇳 GanfengLithium , which in turn was followed by 🇨🇳🇦🇺 Tianqi Lithium Corporation and 🇦🇺🇱🇷 Arcadium Lithium. As Spodumenium Producers we have two Brazilian companies: 🇧🇷🇳🇱🇱🇷 AMG Brasil 🇧🇷🇨🇦🇱🇷 Sigma Lithium Corp. (Nasdaq:SGML). As emerging projects, we have: 🇧🇷🇱🇷🇱🇷 Atlas Lithium Corporation (Nasdaq: ATLX) 🇧🇷🇦🇺🇦🇺 Latin Resources Limited 🇧🇷🇨🇦🇨🇦 Lithium Ionic Corp. (TSX: LTH | OTCQX: LTHCF) Source: RK Equity

Every commodity has a cost curve, with low cost and high cost producers. Each cost curve can be broken down into specific segments, with their own low and high cost producers. This applies to Lithium, regardless of the source, i.e. brines, clays, lepidolite, petalite, spodumene, and so on, there are low and high cost producers. Grade is often the go to metric - its easy - but metallurgy, cost environment, and proximity to inputs (labour, energy, reagents) and end markets, are also very important. https://lnkd.in/gWdtc4fp

We are delighted to announce our earnings for the 1Q24. Strengthened commercial position in May, achieving a premium price of USD $1,290/t, at a fixed formula of 9% of lithium hydroxide quoted at LME, delivering: - 11% price increase from April - 25% price increase from 1Q24 realized sales price Revenues from volumes of Quintuple Zero High Purity Lithium Concentrate sold in 1Q totaled $49.1 million. Reduced reported cash cost by 16% from 4Q23, approaching 3Q cost guidance: Robust 1Q24 EBITDA margins: - 35.3% margins on pro forma EBITDA(3) - 15.8% margins on reported 1Q adjusted EBITDA https://lnkd.in/eVCEHuda

✅ Premiunizing: we achieved an increased premium fixed price of US$ 1,333/t (13% VAT included), equivalent to US$ 1,160/t (net of VAT) for its 8th shipment of 22,000 tonnes for delivery within 2 weeks. ✅ Price discovery was driven through closed private bidding, aiming to maximize the value of Sigma Lithium Corp. (Nasdaq:SGML) commercial strategy with Glencore. ✅ This price is final and non-provisional and represents a meaningful increase over the previous premium prices achieved. ✅As a reference, the final price net of VAT is equivalent to 8.75% of the LME Lithium Hydroxide CIF https://lnkd.in/egziSBer

What is driving the significant growth of the global #carbonmonoxide market during the forecast period? The global carbon monoxide market is poised for remarkable growth, fueled by increasing demand for both #organic and inorganic #chemicals. As #mining and metal extraction activities surge, diverse sectors witness substantial needs, offering lucrative opportunities. The expanding use of carbon monoxide in the #foodandbeverage industry attracts new entrants and fosters #collaborations among existing players, shaping a dynamic landscape of #innovation and market expansion. Click more Details below: https://lnkd.in/djkPuaGU Key Market Players: Air Products & Chemicals, Inc.., Air Liquide, Sipchem Company, Axcel Gases, ATCO ATMOSPHERIC AND SPECIALITY GASES PRIVATE LIMITED. #AMR #CarbonMonoxideMarket #GlobalGrowth #ChemicalIndustry #MarketOpportunities #MiningAndMetals #HealthRisks #FeedstockPrices #IndustryExpansion #Collaborations #NewEntrants #StrategicPartnerships #InnovationInChemicals #IndustrialGases #MarketTrends

With the #battery raw materials market constantly evolving, how do you know who is in it for the long haul? #Vibrantz has been a trusted partner in manganese chemical production for over 60 years. Next week in Las Vegas, NV, Zoe Ollagnon will speak at the Fastmarkets BRM Lithium Supply and Battery Raw Materials Conference. She will be sharing our IRA-compliant manganese production plans and demonstrating why we are leaders in this evolving industry. We hope to see you there! #Manganese #Fastmarkets

What Role Does Exceptional Adhesion Play in Driving the Demand for #PetroleumResins Worldwide? The global market for petroleum #resins thrives on exceptional adhesion, demonstrating resilience even under extreme conditions of high temperatures and pressures. This pivotal characteristic propels the widespread adoption of petroleum resins, cementing their role in various industries and applications, and driving sustained growth in the market. Key Market Players: Neville Chemical Co, Arakawa Chemical Industries Ltd. , Synthomer , ExxonMobil, Henan Anglxxon Chemical Co. Ltd. Puyang Ruisen Petroleum Resins Co.,Ltd., Puyang TIANCHENG Chemical Co., ltd. , Kolon Industries, Inc. Explore More Insights: https://lnkd.in/dnpxm_yT #PetroleumResins #AdhesionExcellence #GlobalMarket #HighTemperatures #HighPressures #IndustrialApplications #MarketGrowth #ResinPerformance #Innovation #SustainableDemand #IndustryTrends #ChemicalIndustry 

SIGMA LITHIUM SECURES PREMIUM FINAL PRICE OF US$ 1,333/t FOR 22,000 t OF QUINTUPLE ZERO LITHIUM, WITH 85% PRE-PAYMENT FOR DELIVERY IN 2 WEEKS 27 mar, 2024, 18:25 📌 Sigma Lithium achieved an increased premium fixed price of US$ 1,333/t (13% VAT included), equivalent to US$ 1,160/t (net of VAT) for its 8th shipment of 22,000 tonnes for delivery within 2 weeks. 📌Price discovery was driven through closed private bidding, aiming to maximize the value of its commercial shipment strategy with Glencore. 📌This price is final and non-provisional and represents a meaningful increase over the previous premium prices achieved. As a reference, the final price net of VAT is equivalent to 8.75% of the LME Lithium Hydroxide CIF Read More: https://lnkd.in/dA8-vMAY

Lithium Australia (ASX:LIT, OTC:LMMFF) has signed a Memorandum of Understanding (MoU) with First Phosphate Corp. (CSE:PHOS) about the potential development of a lithium iron phosphate (LFP) and lithium iron manganese phosphate (LFMP) cathode active material manufacturing plant in North America. LIT, through its fully owned subsidiary VSPC Pty Ltd, has developed a proprietary technology for producing LFP/LMFP cathode active material (CAM).  To further this technological advancement, LIT is actively searching for a collaborator to facilitate the commercialisation of its LFP/LMFP technology. This collaboration would involve developing, constructing, and operating a demonstration plant, eventually leading to the establishment of a full-scale commercial manufacturing facility. More at #Proactive #ProactiveInvestors http://ow.ly/x8vU1054TFT #ASX #OTC #LIT #LMMFF #LithiumAustralia #Lithium #BatteryMetals #CriticalMinerals

Lithium Australia Ltd (ASX:LIT, OTC:LMMFF) has signed a non-binding Memorandum of Understanding (MoU) with Centrex Limited (ASX:CXM) relating to the potential development of a #LithiumFerroPhosphate (LFP) and #LithiumManganeseFerroPhosphate (LMFP) cathode active material manufacturing plant in Australia. The MoU will see the parties cooperate regarding the potential supply of phosphoric acid from the Ardmore Rock Phosphate Mine owned by Centrex’s wholly-owned subsidiary Agriflex Pty Ltd. This would be used in a proposed demonstration plant constructed by Lithium Australia and utilising its proprietary technology to produce cathode powders, including #LFP and #LMFP. More at #Proactive #ProactiveInvestors #ASX #OTC #LIT #LMMFF #CathodeActiveMaterial #LithiumBatteries #BatteryMetals #CriticalMinerals http://ow.ly/1fMk105pBTE