Joe Lowry

I advise clients not to use @WoodMackenzie. China’s “grip” on the market (demand side) is closer to 80% so only elevating their control of supply to 39% (Woodmac’s number not mine) by 2030 shows they will be more vulnerable not less. 中国’s current supply panic is the real story.

@AustinDevaney You could buy another one of those expensive bikes

@globallithium @D_Jimenez_Sch If I had a nickel for every expansion / new supply announcement that did not meet the rosy projections I would have a lot of nickels.

Hyped announcements with little critical scrutiny are what make many supply forecasts unrealistically bullish. This is another example of announcements clashing with reality — whether from naivety, inexperience, or deliberate misdirection. Forecasting supply requires more than believing announcements at face value.

@uraniumSOL @global_lithium No fight, nobody really cares but I am tired of seeing them on my feed. Classic first world problem.

@globallithium @global_lithium Not worth fighting these clowns

Building a stronger future! @GlobalLithium (ASX:GL1) hosted our 2nd Business Opportunity Workshop with Kakarra Traditional Owners. Focused on #SharedOpportunity, #CoDesign & boosting #IndigenousBusiness for the #MannaLithiumProject. Huge thanks to all who attended the session!

I tend to believe the largest purchasers of #lithium with respect to where demand is headed. When @catl_official & their largest cathode suppliers express supply angst like never before, I don’t see oversupply as a 2027 or 28 threat. I do see 中国 trying to keep price < $30/kg

@D_Jimenez_Sch Well said. Not much else to talk about from a demand perspective.

China's battery production (EV + BESS combined) — my leading indicator of lithium demand — is up 49% over the last 12 months. That explains it (almost) all... Actually around 90% of global Li demand.

Conversations with market participants indicate you are correct. The growth of demand continues to outstrip existing supply, restarts and new projects. Team China’s job now is to continue a narrative that prevents a significant price rise to the last cycle’s peak levels. 頑張って!

@matt_fernley This could potentially be a case of propaganda to support reducing Spod pricing and bolster margins in the bust second half.

This article flags the current interesting juxtaposition between lithium carbonate (amply-supplied in China) and lithium raw materials (still tight) while flagging concerns that with mine restarts and Zimbabwe supplied coming back over the next few months, it might push even RMs into oversupply/1 mysteel.net/analysis/51242…

This cycle is much different than the last two. Team China knows it. Ignore the few obvious errors in the article, the message is directionally correct. urldefense.proofpoint.com/v2/url?u=https…

Another cycle and @MorganStanley is, yet again, late to the party.

@HC_Haplo Every cycle is different. Hopefully this time the amplitude is lower but duration will be longer due to the size of the market relative to the last cycle.

Have we reached the Lithium Top for this cycle?

I will be speaking @Fastmarkets next month in Las Vegas. I will also be interviewed by the “Voice of Reason” Chris Berry @cberry1 in the “Live Lounge” about my book “Lithium Confidential” which is finished and being laid out for upload to @AmazonKindle and the printer.

A sign of late #Lithium Spring: Marginal assets coming back online. This one certainly qualifies. It likely won’t be long before we hear about “those with the rock winning.” The real question is, were any lessons learned in the last two cycles? From reading X, it appears “No.”

Enjoy your weekend.

@AsiaN6809 @jczuleta @RockRat2 Seriously - @jczuleta & El Nino? Guess again…..

In 2007, affected by El Niño, the price of lithium carbonate doubled. The chart below shows the price trend of industrial-grade lithium carbonate.@jczuleta @RockRat2

Congrats to @Lithium_ARG !

@SenTomCotton @DeptofWar . @SenTomCotton: You have a lot of work to do across the battery supply chain. I applaud the support of the Smackover but there is almost no market for the lithium in the U.S. until cathode production becomes a reality as well.

South Arkansas is home to millions of tons of high-grade lithium that can be used to decrease our reliance on Communist China and fuel economic growth in our state. I’m working with @DeptofWar to make the Smackover Formation a priority investment. texarkanagazette.com/news/2026/may/…

Congrats to @Lithium_ARG. The company’s potential is finally being recognized. It was almost a decade ago I introduced them, as LAC at the time, to @GanfengOfficial. The next level of progress will come much faster especially with the current market tailwinds.