ICCSINO’s Post

E3 Lithium (TSXV:ETL) is complementing its robust Alberta-based resources with an initial estimate of ~2.5 million tonnes of lithium carbonate equivalent inferred in Saskatchewan’s Estevan lithium district. Recent lithium exploration near the property yielded high concentrations up to 259 mg/L. #lithium #lithiumbatteries #lithiumstocks #stocks #stockstowatch #stocksinfocus

🌍 Rio Tinto's $10bn Lithium Deal: What it Means for Latin America Rio Tinto’s recent $10bn bid for Arcadium Lithium showcases its strategic push into the global lithium market, positioning itself as a top 3 producer. This deal highlights the growing demand for lithium as a key mineral in the energy transition, reinforcing the importance of securing new, low-cost supply sources. 🔋 Latin America's Role With this acquisition, Rio Tinto plans to ramp up its lithium production, including potential expansions in Argentina, where it has the Rincon brine project. Argentina’s lithium resources are pivotal to Rio’s strategy, as the region is home to some of the largest and most promising lithium reserves globally. Furthermore, experts are speculating that synergies between Rio’s operations and Chile’s world-class mining infrastructure, potentially through partnerships with Codelco, could further accelerate growth. 📈 As Latin America continues to be a major player in the critical minerals space, this development signals broader opportunities and challenges for local economies and investors alike. At Plusmining, we provide strategic intelligence on mining developments across Latin America, ensuring our clients stay ahead of these trends and capitalize on emerging opportunities. #Lithium #MiningIntelligence #RioTinto #LatinAmericaMining #Argentina #Chile #Plusmining #CommodityMarkets https://lnkd.in/get4yVmJ? ocid=msedgntp&pc=DCTS&cvid=5e1f01f67a044e7184b27cc45a61db78&ei=26 How will this impact lithium prices?

Another victim of short-term (hopefully for the lithium sector) oversupply; one of the reasons we need to understand the timescales of supply and demand in this and other sectors (looking at you, nickel), the uncertainties involved, and the likely impact of price and other volatility. This isn’t just lithium either; living in interesting times. https://lnkd.in/g2qggpVx

Lithium prices will rise again – and if Benchmark Minerals Intelligence (BMI) is anything to go by, we're set for upward price support in 2028. To this end a lot of majors are currently positioning in advance, including Gina Rinehart's Hancock, and, Chilean giant SQM both snapping up Azure's acreage in the Pilbara. But SQM isn't just coming for established plays like Azure. The company is also keeping an eye on neighbouring tenements – which could bode well for Raiden Resources Limited (ASX:RDN), a company that literally shares a border with the Andover play, formerly Azure's. More from me below in my latest for HotCopper x The Market Online (Australia): #Lithium #Batteries #Energytransition #Mining #ASX #Auspol #News #Australia #Chile #Batterymetals

Lithium miners have underperformed so far this year, but Sprott’s Jacob White, CFA reckons that there are still opportunities in the battery metal for investors to take advantage of the long term outlook of a supply deficit as soon as 2025, as electric vehicles (EV) proliferation intensifies. Benchmark Mineral Intelligence says even as more mines and exploration projects come online, added supply may likely not be able to keep up with demand – and that higher #lithium prices may be necessary to incentivise the required future production. Asset managers Sprott reckons the lithium price may have bottomed, and that means opportunities for savvy investors. “There may be a short-term opportunity at hand,” White says. “Despite the long-term investment outlook for lithium miners, many producers of this critical mineral have seen their stock prices drop considerably in 2024. “Given the scale of this descent juxtaposed with the stark demand-supply imbalance in the upcoming years, lithium miners may be well positioned going forward. “This means that investors who want to add an allocation to lithium miners to their portfolio may have an opportunity to do so at prices significantly lower than 2023.” Read more: https://lnkd.in/gnP7KrzB $AZL #lithium Paul Lloyd

*NEW Lithium-Ion Bull: Issue 94 Green Shoots and Red Noses* Cautious optimism, if not yet fully “better bid”, is reflected in recent quarterly commentary from Arcadium Lithium's Paul Graves and other #lithium producers as well as April’s RK Equity's Lithium scoreboard - thirteen emerging projects rose 20% or more (green shoots). Though ten fell 20% or more (red noses).   Rodney Hooper presented last month to two dozen institutional investors in Australia through the E&P group, a summary of which is included in this issue. #RockStockChannel churned out eleven videos in the past month, including the first four in our “Getting to Know You Series”:   ·      Alicia Milne of Q2 Metals Corp.  (Quebec rock) ·      Steve Kesler of CleanTech Lithium (AIM: CTL)  (Chile brine)  ·      Graham Harris of Surge Battery Metals (Nevada sediment) ·      Killian Charles of Brunswick Exploration (Quebec rock)   Summaries of and links to these and other substantive updates from Sayona Mining Limited's James Brown, Critical Elements Lithium Corp’s Jean Sebastien Lavallee, Piedmont Lithium Inc.’s Keith P. and European Metals (ASX: EMH) Keith Coughlan, are included in this issue, alongside Benjamin Kallo of RW Baird who shared his thoughts about #Tesla’s new, lower priced models that may be unveiled August 8th. Finally, with spodumene (~$1250/t) and chemical prices (~$14,000) flatlining in recent weeks after bouncing from oversold levels through April, check out a more upbeat Jordan Roberts following Fastmarkets NewGen's recent Seoul conference and ahead of their flagship conference in Las Vegas June 23-26. Not advice. DYOR 👇

Discover the impact of CATL's shutdown in Jiangxi, China on the global lithium industry. Learn why falling lithium prices forced this vital mine closure.

Lithium Americas Corp. Americas (Argentina) Corp. (TSX: LAC) (NYSE: LAAC) Gains with #Lithium Miners following CATL Possible Shutdown Investorideas.com- News that inspires big investing ideas #miningnews #miningstocks #China   September 11, 2024 (Investorideas.com Newswire) Investorideas.com (www.investorideas.com), a go-to platform for big investing ideas for traders, including mining stocks reports on trading for Lithium Americas (Argentina) Corp. (TSX: LAC) (NYSE: LAAC), an emerging producer of lithium carbonate for use primarily in lithium-ion batteries and electric vehicles. Global lithium stocks from Asia to Australia to North America got a boost today on news that Chinese battery maker CATL may potentially shut down one of China's lithium mines, due to falling lithium prices, and higher production costs. If this happens it will create a more balanced market for other lithium miners, potentially cutting Chinese lithium production by 8%. For miners facing a slumping market due to less demand for EV's in North America, this is a big positive for lithium prices. Lithium Americas (TSX: LAC) is just one of the winners from this news and made the TSX top percentage gainer list on speculation for the sector. The stock is trading at $3.3800, up 0.4700, gaining 16.0959 on volume of over 350,000 shares. The stock had a day's high of $3.55.

Short bets worth billions against some of the world’s largest lithium producers are under threat as a supply glut shows signs of thinning. UBS Group AG and Goldman Sachs Group Inc. have trimmed their 2024 supply estimates by 33% and 26%, respectively, while Morgan Stanley warned about the growing risk of lower inventories in China. The revisions come after lithium prices cratered last year as supply ran ahead of demand, with some producers cutting output. Now, prices of the key material used to power electric vehicles are showing signs of a revival after the rout last year sent stocks spiraling and attracted short sellers. Bets against top producer Albemarle Corp. and Australian miner Pilbara Minerals Ltd. account for more than a fifth of their outstanding shares, or the equivalent to about $5 billion, according to data compiled by Bloomberg. “Double-digit capacity has already been taken out of the lithium market and that usually is a sign that the commodity price is bottoming,” said Jun Bei Liu, a hedge fund manager at Tribeca Investment Partners in Sydney, who holds a long position in Pilbara. Shorting the company “is very dangerous” given signals of support for the metal’s price. Some short sellers may already have been caught after the two producers each climbed around 20% in February. The Solactive Global Lithium Index, which tracks the performance of 40 of the largest and most liquid lithium-related companies, jumped 10% in the same period, swinging from an almost 20% decline in January. Investor bets against Pilbara Minerals are hovering around record levels at about 22% of free float, equivalent to $1.8 billion, making it the most shorted stock on Australia’s benchmark equity index, S&P Global data shows. For Albemarle, short interest stands at a similar proportion and represents $3.2 billion in market value. “We’re seeing improved sentiment so a lot of those short positions will need to be covered,” said Ron Mitchell, managing director of Australian miner Global Lithium Resources Ltd. #mining #minerals #commoditiestrading #lithium #copper #nickel #cobalt #ev #batteries #web #supply #outlook #refinery #processingplant #investment #UBSGroup #GoldmanSachs #AG

🚀 Big news for Core Lithium Ltd [#ASX: CXO] as shares soar following a significant update to their resource estimates! 📈 With a 58% increase to their Finniss Lithium Project's mineral resource estimate, the company stands out with a 10% jump in share price, despite a 1.2% decline in the ASX 200 index. This substantial upgrade reflects an estimated 48.2Mt at 1.26% Li2O, highlighting the untapped potential of the Finniss region. 🌏 🔍 Doug Warden, Interim CEO, expressed his vision of the project's future, emphasizing the extensive potential for lithium deposits in the region. This resource upgrade not only aims to extend the life of the project but also potentially revitalizes investor confidence after a challenging year. ✨ The updated resource estimation could mark a turning point for Core Lithium, as they continue to explore the significant rise in measured and indicated resources and consider shared infrastructure investments for the Lees and Booths deposits. Are you keeping an eye on the lithium market? This exciting development is a reminder of its dynamic nature and potential for unforeseen growth. 💡 For those interested in the detailed insights, follow the link below. 📊 Stay informed about the latest in resource mining and market trends with #CoreLithium #ResourceUpdate #Investment #MiningSector #LithiumMarket #FinnissLithiumProject Read the full update here: https://lnkd.in/g-7zM6mQ