Chris Diamond

@GreenTyler27 Backup and storage are the same thing, A Battery and you dont need transmission if everyone has a battery onsite 🤦

Once you include transmission, backup, storage and reliability costs, the “cheap” narrative falls apart pretty quickly.

@chancha1916 @vonderleyen @CzechLithium I think she needs to be replaced tbh. Not fast to move. Too much stalling in the EU. No grants etc

@ChrisDiam0nd @vonderleyen @CzechLithium Tbh Chris, I don’t think I’ve ever seen a tweet from her about Cinovec ever. Makes me as an investor wonder why?

Again another great step. But @vonderleyen you need to ensure supply chain is coming out of Europe. Hopfully you had some time to discuss supply chain with @CzechLithium having the largest Lithium deposit in Europe!

Australia just released official EV fire data. 473,000 EVs. 13 fires. 3 = house fires 2 = arson 5 = high-speed crashes Only 3 unexplained. Yet one EV fire = headlines. ICE cars burn every day. Silence. Not a safety issue. A narrative and education problem. #Bettrification

@agroasx China has gone all in. Realised they have to.

Surely a higher oil price is good for EV uptake?

Buy rare earth

NEWS: A new $130 million @Tesla Megapack is now online in Ipswich, Australia. The 250MW/500MWh battery facility is located at a former coal power station and will play a major role in repurposing the retired coal-fired generation infrastructure into a modern clean energy hub.

Congrats to the team @pls_global - this should put to rest any concerns that the market upswing is a short term aberration. Great terms: a reasonable floor with no upside limitation and a prepayment. More evidence that @henderson_dale leads a stellar team.

the west is arguing about 'critical minerals share' like it's a spreadsheet problem. china is massively scaling the demand engine it already owns: power. they're not 'starting'. they're extending a lead the west can barely see. that's why i keep saying $EMH $EMH.AX isn't just a lithium project. it's a european electricity infrastructure project wearing a lithium ticker. the value isn't just in ore. it's in whether europe can actually deliver reliable, cheap power + permits & grid capacity for conversion. w/o that, 'local lithium' is just expensive rock w/ a patriotic brochure. you don't beat a supply chain by reallocating rocks. you beat it by owning throughput: grid, permits, build speed. china is already miles ahead on the power cost stack for converters, & they're still widening the gap while europe preps another round of 'strategic partnership' photos. critical minerals security w/o power buildout is cosplay. even if you reshuffle mine ownership, value capture still sits where electrons are cheapest & most reliable. that's why china can lose a headline & still win the decade. if europe wants leverage, it's simple: build the boring stuff faster than china. grid first. midstream second. mines are just feedstock if you can't turn it into industrial output. dyor. no financial advice.

@jczuleta Or there is a form of market suppression? Some call it manipulation

In a nutshell, backwardation implies tightness in the market in the very short term & lack of confidence in the medium term. It usually affects the spot price un agnegative way the spot price. So we could expect a spot price decline tomorrow. But fundamentals may avoid that.

Good morning, As expected, trading halt for capital raise incoming. Biggest and last hurdle apart from recieving full mining permit which has already recieved pre-approval. Stay tuned. #emh @CzechLithium #europeanmetals

@EVCurveFuturist Couldn't of said it better.

The world isn’t “choosing” clean energy out of kindness. It’s switching because #solar & #wind are cheaper, faster to build & now paired with #batteries. Fossil power is losing on cost, speed & relevance. This isn’t a trend. It’s replacement! #BESS #Renewables #EnergyEconomics

@Andr_rej Plunged? After consecutive +9% days, I wouldnt call it a plung

Both lithium futures and spot prices plunged today by 1.9%-3.2%. #lithiumstocks mixed today.

@BLSHigh Wait till results come out end of the month

$PLS Pilbara sellers say good bye at $5 #lithium

@jczuleta I dont think thats a pull back. Elon just opened his refinery. But what Spodumene does he have? Nowhere near enough

I told you #lithium prices won't rise forever. But do not panick yet. We still need to wait until tomorrow to call the end of the Dec 09, 2025 bottom, the greatest low in the last 3 years. Now things will get exciting. Deep (not naive) thinking is needed to know what comes next.

@elonmusk Mr Musk, where will you get Spodumene from? 😄

Tesla built the most advanced lithium refinery in the world and it is very clean

@StockSavvyShay Where is he going to get Spodumene from? 😂

$TSLA has brought the largest lithium refinery in the U.S. online

@elonmusk Where you getting Spodumene from? 😂

The largest Lithium refinery in America is now operational

@chancha1916 @David_TaskerIR @CzechLithium DFS and EIA submitted. Most probably coming off holidays as well as ongoing works on financing.

@David_TaskerIR @CzechLithium David, it is interesting that Mr Coughlan has been nowhere to be seen since the dfs was released. I’m hoping he is not hiding for some reason

European lithium story worth watching. @CzechLithium $EMH Cinovec project now has a completed DFS, strong economics, major EU & Czech backing & near-term catalysts lined up for 2026. This has moved beyond “potential” - execution phase is coming into view. Read on @thepickmagazine 👇 the-pick.com.au/news/european-…