Trevor Abes’ Post

*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 👇

🌍 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?

The most recent #criticalminerals list in Australia omits #copper, relegating it to #strategicmineral status; triggering concerns on the possible impact on #exploration and development. Anax Metals Limited #resource #investing https://bit.ly/3MF3SUX

CRU's data on the booming lithium sector plays a pivotal role in this recent BNN Bloomberg article, covering China’s latest partnership with Zimbabwe in developing a major lithium mine. Discover how CRU’s insights are shaping discussions around this critical mineral. Read the full story here: https://lnkd.in/eNEtNRPi #Lithium #China

Check out this recent article from Energy and Capital, shared by Angel Publishing, which discusses 'Nextgen Lithium: How DLE Made Lithium Profitable Again'. "Nineteen million barrels of lithium-rich brine flow through (Western Texas’s Permian basin) every single day, and with it, hundreds of thousands of tons of lithium — all of which can be extracted at less than $3k/ton — which makes even today’s post bubble lithium prices seem cheap." Follow the link below to read the full article 💡 👇

Lithium demand is soaring, and Direct Lithium Extraction is the key to meeting it! Traditional lithium extraction methods are slow and costly. DLE offers a rapid, scalable solution, tapping into lithium-rich brine sources like those in Texas’s Permian basin. This innovative technology is already attracting major energy companies and investors. Discover how it's shaping the future: https://lnkd.in/eamyQyeb #Lithium #DLE #Tech #TechStocks #StockMarket #Stocks

UK equity research house Edison Group initiated coverage of Cobra today. Analyst Andrew Keen writes: “Cobra has several upcoming catalysts that could provide positive newsflow. It has already de-risked its discovery by identifying ionic REE mineralisation with good metallurgical recovery rates to date. It is continuing to prove up ISR as a recovery method and initial indications for scale are positive. Cobra’s market valuation is well below the peers mentioned above and, if it successfully achieves its goals this year (notably defining high recoveries in column leach tests, a maiden resource based on ionic mineralisation and a processing pathway with low reagent usage), this could lead to share price appreciation.” Full note available below. #mining #rareearths #gold #uranium #Australia #SouthAustralia #COBR

via Bulls N' Bears with Matt Birney Latin Resources Limited is set to deliver a mineral resource upgrade for its Colina lithium deposit in Brazil as soon as this month after wrapping up a major resource definition drill campaign at the operation. Colina forms part of the company’s Salinas lithium project in the Brazilian State of Minas Gerais and the deposit currently holds an impressive resource of 63.5 million tonnes at a solid grade of 1.3 per cent #lithium oxide. With a further 6.8 million tonnes going 0.9 per cent lithium oxide at its Fog’s Block deposit, the wider Salinas mineral resource sits at 70.3 million tonnes grading 1.27 per cent lithium oxide. Read more: https://loom.ly/9DUyQ_A #LRS #LatinResources #Exploration #Drilling #ASX

Global Lithium Resources have now completed the ore sorting variability trials for their Manna #Lithium Project in Western Australia 🌏 GL's Project Director Dr Tony Chamberlain said: “This final round of trials confirms ore sorting is highly amenable to the Manna Lithium deposit. The technology has demonstrated impressive spodumene recoveries, while rejecting a large percentage of associated waste material across a range of #ore samples throughout the deposit. "Ore sorting will provide greater flexibility to our mining operations and will allow lower cut-off grades to be economically mined and processed at Manna. With #oresorting now being incorporated into the main flowsheet, this will enable the project to potentially deliver a higher annual production quantity of #spodumene concentrate. These positive outcomes will be incorporated into the #MannaLithium Project DFS which is due for completion in H2 CY24.” Go to Global Lithium's full report to find out more 👉 https://loom.ly/lroTZQI #sensorbasedsorting #mineralprocessing #GlobalLithium #sortingtechnology #STEINERT

Firstly, I would like to highly commend Thomas Verrept on his excellent post/ Skarn Associates Bulletin article below - which is all about Lithium. I absolutely recommend signing up to receive these Bulletins from Skarn. My question to Thomas Verrept is: in terms of their carbon footprint, what can lithium-from-brine miners, e.g. those in Latin America, best do to keep ahead of the new producers from hard rock that are now coming on stream?