Juan Carlos Zuleta

As of today, the #lithium carbonate price (in dollars) has increased for 15 consecutive days, reaching almost $9k/mt. In the last 14 days, the price of $Li2CO3 rose by 6.32%, while the prices of $SQM, $ALB, Tianqi, & Ganfeng increased by 10.8%, 17.9%, 6.5%, & 5.4%, respectively. https://t.co/ZmeydDdOqu

I'm amazed at how much progress is being made in the #magnesium spectrum. I need to thank @lucagrecoita for keeping me updated on its latest developments. The upcoming webinar on thixomolding applications is especially impressive: https://t.co/ywMwlQQO9N #lithium https://t.co/7el7v6RLV1

At market close yesterday, the average #lithium carbonate futures price declined by 0.42%, exceeding the average LC spot price by CNY 2,079, decreasing contango. Mkt sentiment continues to go down, as reflected by all futures in the red. Will this mark the end of the mini-bottom? https://t.co/maDsiP3vz2

Except for all domestic #lithium carbonate & all SC6% CIF China prices, which rose, & the SMM LiOH Index prices, which fell, all other Li chemical & ore prices remained constant today in the Chinese spot market. The Li2CO3-LIOH price gap reached its highest level since Feb 10. https://t.co/3JGaxukmxT

If the supply chain is moving forward, there's got to be a demand for the stuff. A bit more than 5 years ago, I argued that #lithium metal batteries were the Holy Grail of batteries (https://t.co/8ObaSWZ5DE). Will I be found to be correct on this one, too?

Are traditional automakers beginning to realize their true destiny? https://t.co/HG4MAYmG20 #Lithium

Will it be a grand or mini-bottom? I stand by my opinion from a few days ago. But I sincerely hope you are right. #Lithium https://t.co/sggiosLH4C

The multifaceted character of BESS was certainly not on my mind when I first suggested BESS as a source of a #lithium demand shock. Thanks for bringing that up. Now we have BESS to stabilize the grid, for PV panels for industrial and residential uses, & solar in data centers.

Chinese futures rule $SQM & $ALB's stocks. Following a slight decline earlier today, the stock prices of the world's 2 largest #lithium companies are experiencing significant falls on the NYSE. Let's hope this will not impact the $Li2CO3 spot price next week. Stay tuned for more https://t.co/DpH4oVOAWA

Amid high futures volatility with ups and downs, this marks the 14th consecutive day of rising #lithium carbonate prices (in dollars) in the Chinese spot market. The upward trend continues to impact the stock prices of the Big 4 Li companies, to varying extents. https://t.co/TGKBVU6SLo

At market close today, the average #lithium carbonate futures price rose by 0.06%, exceeding the average LC spot price by CNY 2,415, decreasing contango for the second consecutive day. Market sentiment seems to be worsening as reflected by only half of the futures in the green. https://t.co/z8tw6T6Cqe

Low-cost membrane to directly extract #lithium is discovered. "According to researchers, this filtration approach could also be adapted to recover other key minerals from water..." https://t.co/CLnFjISmaP More researchers realize the importance of an integral approach to DLE.

Except for SMM #lithium hydroxide Index & seaborne LiOH prices, which fell, & all the rest of LiOH & BR SC6% CIF China, which remained constant, all other Li chemical & ore prices rose today in the Chinese spot mkt. The Li2CO3-LiOH price gap reached its highest level since Feb 10 https://t.co/u4KxRxCdkR

A fierce competition between BYD and Tesla over BEVs is likely to intensify in the coming years as BEVs establish themselves as the preferred EV technology over PHEVs. #lithium

How do #lithium carbonate bottoms occur? If they are supply-driven, which has been the case for the last 3 bottoms, feedstock materials prices decline more rapidly than that of the final product until they hit the bottom. Once that happens, Li2CO3 prices pull the other prices.

Are solid-state #lithium-metal batteries (with 2000 + cycle life & NMC 811 cathodes) finally around the corner? https://t.co/4gMxDHPjUp. To a large extent, both @Grok & SMM think so. Take a look at the excerpts from them. https://t.co/yJjB1yAQtw

News Flash from SMM: Xingfa Group & Hubei Linfuli #Lithium Co. are the only 2 companies that have achieved mass production of LiH2PO4 & Li3PO4 in China. Wonder how the West is structuring its value chain for the production of LFP batteries in North America & Europe. https://t.co/JFh3rnlrxk

Thank you so much. I really appreciate it. #lithium

You can draw your conclusions from these #'s. But let me give you a clue. The impact of spot prices on #lithium stocks varies from 1 company to another. Now I'll let you guess why that would be the case. This is something I discovered at the end of 2023 (https://t.co/sM5BGxPDBA)

As of today, the #lithium carbonate price (in dollars) has increased for 13 consecutive days. In the last 12 days, the price of $Li2CO3 rose by 5.65%, while the prices of $SQM, $ALB, Tianqi, and Ganfeng increased by 13.25%, 17.63%, 6.28%, and 5.5%, respectively. https://t.co/ZHosxZ5YGw