Rob Weir

CATL has launched its third-gen Shenxing LFP battery, featuring charging speeds: 10%-35% SOC in 1 minute, 10%-80% in 3 minutes and 44 seconds, 10%-98% in 6 minutes and 27 seconds, and 10%-98% in 9 minutes at -30 degrees Celsius.

@Senators Ottawa wins this series! Ullmark on fire and some ridiculous puck bounces. That will all even out.

“We can be frustrated for tonight, but we wake up tomorrow, it’s a new day. And we’re going back home, playing in our building in front of our fans, and we know we can beat this team. So you know, it stings right now, but we’ve got to have a short memory.” — Dylan Cozens

Lithium is back! $PMET $QTWO

@MPelletierCIO Word salad as usual. No action just more ill gotten gains for Liberal MP’s.

Ok, approve a pipeline to the west or east coast without ties to carbon capture. This is the surest and most obvious way to diversify away from the US. Talk is cheap.

Chinese trucks could go 100% electric, halving road transport oil use: industry #Echobox=1776431178" target="_blank" rel="nofollow noopener">scmp.com/news/china/sci…

@corememory @elonmusk @tesla_semi Do you know how quickly the specialized chargers can get the battery back to 100%?

The latest manufacturing work of art in the @elonmusk oeuvre is the @tesla_semi factory in Nevada. It is coming online to mass produce all-electric long haul trucks. Here's our exclusive look inside.

Players starting to trickle out & warm up here in Worcester. Holy Cross Spring Showcase kicks off at 6 @newftbj @HCrossFB

@Teddytwitt Stayed flexible and nimble. Things change. Great to see. PLS CEO never lost faith.

#PLS Top 20 Shareholders from Simply Wall St.

CATL sold 630 GWh in 2025 — consuming ~450k MT LCE. That's Australia's entire lithium output. 1.5x Chile's. Dominance at that scale creates its own vulnerability. Securing the mine isn't optional anymore. Hence the $4.4B mining arm. But will it be enough? At that budget, expect 100–120k MT LCE capacity — just 25% of current needs. scmp.com/business/china…

Most of the time they are out of order vs tesla superchargers that are always available (or fixed inside 24 hours). let the market build what is required not the government who continually misallocates capital. 4 mm EVs sold in Q1 and importing crude or refined products isn't reliable.

I see these type of chargers sitting empty everywhere, can't remember seeing a car hooked up to one.

Uranium Royalty, Orion and Ontario Teachers’ Pension Plan to Create a Leading Royalty Platform Through Combination of Uranium Royalty and Sweetwater Royalties uraniumroyalty.com/news/uranium-r…

Some random thoughts on some of the latest lithium news as a I sip my morning coffee. CATL has brought in Chen Zinghe from Zijin as an advisor for it’s mining division. It’s basically CATL saying they are worried that they can’t find enough lithium to meet their massive growth. It’s impressive how fast CATL has grown and you’ve got to applaud the company. However, I think they are leaving it a bit late as I touched on in an old post of mine (link below). I think they’ve underestimated just how difficult it is to find lithium deposits. Economical lithium deposits are rare and very hard to find. They could go years and find nothing. Zijin doesn’t have a great track record at finding deposits, which is rightly so, they are after all miners, not explorers. And it’s not just Zijin. What was the last deposit that RIO found? Or BHP? Or FMG? The majors are terrible at exploration, despite the fact they have very large exploration budgets. Exploration isn’t just about having a big budget. A geologist working for a major for a wage in a cookie cutter position is going to be less hungry to find something than a prospector working for themselves for 0 dollars and funding early exploration themselves. Projects are largely found by individuals, they then get passed into exploration companies, which then get taken out by miners. Basically every (~90%) current lithium mine and the majority of lithium resources (excluding a lot of the Canadian plays) have been mapped and known about for a 100+ years. Most of them were old tin and tantalum mines. Adover, Kathleen Valley, Pilgangoora, Tabba Tabba, Bikitia, Manono, Greenbushes, Mt Marion, etc. were all discovered over 60 years ago, largely by individual prospectors. During the last lithium boom, if you wanted to find lithium, you toggled on/georeferenced the occurrences of old tin and tantalum workings, pegged the ground, and explored off that. Those days are done. Those are our current lithium mines and resources. So 100 + years of mapping and exploring has found the current mines and resources and we are still in a lithium deficit (spod currently at ~$US2400). I agree with @usuallyYJLee , there isn’t enough mapped lithium around to meet his 2030 bull case. Literally all of the Canadian plays would need to come online. So naturally sodium and other battery types will take a portion of the market for this fact alone. Zijin aren’t explorers. They are miners. Huge difference. A lot of countries don’t understand exploration. The idea of putting capital into what could be seen as a gamble is something they don’t get. They are happy to pay a premium for a nice resource, but the idea of spending a fraction of what they pay for a resource on a “gamble” seems silly. I personally think Zijin (and any major) will struggle to find more greenfields lithium. All the easy low hanging fruit deposits are gone. It’s now largely a drilling under cover game. Once you’ve dusted your first 4-5million on drilling, you start to think maybe it’s just easier to buy these things for a premium. Problem is there aren't really many options available. Exploration for lithium has been on a halt for several years and despite spod at a very healthy price of ~US$2400, it still hasn't picked up yet. Better get exploring soon or big trouble. To finish, on a side note, $PLS just hit an all time high! Cheers for reading!

Desperate times call for desperate measures. @catl_official should buy @GanfengOfficial & or #Tianqi. Even with 100% of both, they would still need more #lithium.

Industry News → Against a backdrop of rising uranium demand and constrained supply, TradeTech has lifted its Long‑Term Uranium Price Indicator to an 18‑year high. It appears utilities are finally turning to multi‑year contracts to secure supply and limit spot exposure. #uranium

A snapshot of what’s happening on Australian roads right now. Cost per km tells the story. Top 3 EVs (by sales): 1) Tesla Model Y — 2.4¢ 2) Tesla Model 3 — 2.1¢ 3) BYD Sealion 7 — 2.6¢ Top 3 ICE vehicles: 1) Ford Ranger — 22.4¢ 2) Toyota HiLux — 22.4¢ 3) Isuzu D-Max — 24.9¢ 👉 The top 3 selling EVs are ~10x cheaper to run than the top 3 selling ICE vehicles. Context (ranked by cost): EV: 1) BYD Dolphin — 2.0¢ 2) MG4 — 2.1¢ ICE: 1) Hyundai Tucson — ~14.0¢ 2) MG ZS (ICE) — ~14.8¢ That’s what a system-level cost collapse looks like. Even the cheapest ICE here is still ~7x more expensive to run than a BYD Dolphin. Same roads. Same job. Completely different economics. Oil = global, volatile, controlled Electricity = local, deflating, increasingly solar-backed You’re not choosing a car. You’re choosing a cost curve. One is heading toward zero. The other keeps extracting from you. ⚡ #Bettrification Source: elitre.com.au/dollar

In 2024 & 2025 we drilled 48 holes at Angilak. We intersected uranium in 47. One hole returned 34.7 m of total composite uranium mineralization, incl. 13.6 m of 0.53% U₃O₈ and 1.1 m grading 4.81% U₃O₈. 2026 drilling is imminent. 3 drills. 3 corridors. $SASK.V $SASKF

Battery giant CATL is no longer just a play on electric vehicles ft.trib.al/fxqorRE

What's new in the next-gen Xiaomi SU7? The Xiaomi SU7 Max, powered by the CATL Qilin battery, delivers over 1,000 kW of peak power and sustains high-energy output across 4,264 km in 24 hours. The Xiaomi SU7 Standard features the CATL Shenxing battery, upgrading from a 400V to an 800V platform with 25% faster room-temperature fast charging. #CATL #Xiaomi #XiaomiSU7 #ElectricVehicle

Lithium oversupply was last year’s story. Paul Lusty of Fastmarkets says the real signal now is feedstock tightness: Zimbabwe curbs, hard-running tier-one cell makers, ESS demand, and buyers paying up to secure spodumene. We spoke: Li, Ni, Co, Mn, C 📺: youtu.be/j9vyhCxgd4M