JD

@Simon_Ingari What a useless and stupid post.

A junior employee meets his CEO in the elevator. Employee: Good morning, sir. CEO: It is already 10:30 a.m., almost noon. Employee: Yes. CEO: You are two hours late to the concept of morning. Employee: I have been at my desk working since 7:30 a.m. CEO: Accuracy is more important than intent. Employee: Understood. CEO: Good. What is your name and employee number? Employee: Watkins Sam, number 34789. CEO: I will be emailing your line manager to ensure you retake your employee training on time management. Employee: Sorry, sir. Please accept my apologies. CEO: I will need you to make your apology in writing and CC HR. This will serve as proof of your inefficiency. Lesson: Never speak to your seniors in common areas at work unless spoken to first.

@JinglaiHe how about needing to punt an elected MP from a fresh elected riding where he lives so the leader can win a softball seat in the Bluest of Blue province after failing to get enough support where he gets mail. Is that just a 'clean' backroom deal of consensual back scratching?

Pierre Poilievre delivers a PERFECT response to a CTV News reporter who tried to question his leadership. "My leadership does not come from dirty backroom deals. It comes from the people of Canada." Pierre for PM 🇨🇦

@Stockrocker_ASX No probably religion...

Did they discover oil?

@TSoumyaraj Wake me up when it matters to us

🚨⚡ LITHIUM MEGATREND IS JUST GETTING STARTED ⚡🚨 The world’s largest battery maker is going ALL-IN on electrification 🌍🔋 not just EVs & BESS but SHIPPING 🚢⚡ 💥 2026 is shaping up to be a TURNING POINT: 📉 Structural lithium supply deficit incoming 📈 Lithium carbonate set to surge past ¥200,000/ton 🏗️ Massive demand from EVs + BESS/grid + marine batteries This isn’t a cycle, it’s a SUPER CYCLE 🔁🔥 💡 As demand explodes, lithium developers are primed for a MAJOR RERATING Early-stage assets ➡️ Tier-1 valuations 💰 Undervalued plays won’t stay hidden for long 👀 ⚓ From roads to oceans, electrification = lithium demand x10 Smart money is positioning NOW 🧠💸 #Lithium #EV #BatteryBoom $LKE $LLKKF #ALB #PLS #ELV #ALL #SQM #EnergyTransition #CleanEnergy #MiningStocks #Commodities #Investing #Decarbonization #Supercycle #GreenEnergy #StockMarket #EVRevolution #BatteryTech #FutureIsElectrification

@DX_Alphafg She a) doesn't believe this b) didn't write this and c) is married to a pedophile, fraudster, rapist, tax evader, serial cheater (on her, while nursing).... Just pay the woman already. Set her free

Melania Trump has spoken out publicly in defense of her husband, delivering an emotional statement that has quickly drawn attention across the political landscape. “What is happening to my husband goes far beyond ordinary criticism. It has become deeply personal and, in many ways, profoundly unfair to a man who has devoted decades of his life to public service. I often ask myself how people can be so relentless. They are attacking a leader who carries immense responsibility every day — someone who works under constant pressure, scrutiny, and expectations that very few people could truly understand. Donald has never asked for sympathy, and he has never blamed others. Instead, he continues to work and lets his actions speak for themselves.” “To me, Donald is more than just a president. He is a determined, disciplined, and resilient man. Rather than magnifying every mistake or adding more pressure through endless headlines and debates, people should recognize the sacrifices and strength it takes to stand at the center of such intense public attention. He does not fight simply for power — he fights because he genuinely believes in the future of this nation.”

@jczuleta @grok Why do you lean on Grok to validate you? I appreciate your thoughtful analysis and digging for facts and interpretations that are meaningful and based on your experience. The fact that you would look to grok to give you a gold star is sad. You earned the reputation. Own it.

Here is my Lithium Demand Shock Theory, as explained by @Grok: Juan Carlos Zuleta’s “Lithium Demand Shock Theory” Lithium economics analyst Juan Carlos Zuleta (@jczuleta) has popularized the idea that the #lithium market won’t face just one major demand surge but a series of overlapping “demand shocks” from multiple sources. These will compound to accelerate consumption far beyond mainstream forecasts, tightening the market and pushing prices higher (he has referenced scenarios in which lithium carbonate could approach $40,000/t or more for sustained profitability). @jczuleta Zuleta’s view, expressed across his X posts and analyses, is that consensus forecasts often underestimate these layered drivers. Recent examples he highlights include: - China’s EV export surge. - Revival of affordable EVs. - Robotaxis/autonomous fleets. - Non-EV battery applications. The theory gained visibility again in March 2026 when South Korea’s battery industry (via InterBattery 2026) publicly acknowledged that “the bulk of the growth in batteries in the future may come from non-EV applications.” This directly reinforces Zuleta’s point: EVs remain core, but the industry’s center of gravity is shifting toward a broader energy and industrial ecosystem. news.metal.com Key Sources of Lithium Demand Shocks (Detailed Breakdown) Zuleta and recent market data point to these primary shocks: 1) EV-Related Shocks (Still the Foundation, but Multi-Layered) - Chinese EV exports: Domestic growth has slowed, but exports (e.g., BYD raising its 2026 target from 1.3M to 1.5M units) are compensating and accelerating global adoption. Zuleta calls this the “second most important” shock. @jczuleta - Affordable EVs: Low-cost Chinese models could revive volume demand, especially if tariffs ease or markets open (e.g., potential U.S. uptake). @jczuleta - Robotaxis/autonomous mobility: High-utilization fleets could require significantly more batteries per vehicle-mile traveled or massive new deployments. Zuleta sees this as yet another discrete shock. @jczuleta 2) Energy Storage Systems (ESS/BESS) — The Fastest-Growing Shock - ESS is emerging as the standout driver beyond EVs, fueled by renewable integration, grid stabilization, and exploding power demand from AI data centers. - Forecasts show ESS lithium demand growing 44–55% in some segments for 2025–2026, potentially accounting for ~19–31% of total battery demand (up sharply from prior years). reuters.com - LFP chemistry (lithium iron phosphate) is gaining share here for cost, safety, and longevity advantages—Korean firms and others are pivoting production accordingly. news.metal.com …e.benchmarkminerals.commetals-hub.com 3) Emerging Industrial & Robotics Applications - Robotics, drones, industrial equipment, and AI infrastructure (e.g., UPS/BBU solutions for data centers) are expanding battery use cases. - South Korea’s shift at InterBattery 2026 explicitly highlights these as growth pillars alongside ESS.news.metal.com 4) Other Factors (Stockpiling, Policy, Chemistry Shifts) - Buyer stockpiling during price dips can create mini-shocks. - Policy (e.g., U.S. IRA, EU CRMA) drives localized supply chains and additional demand. - Chemistry evolution (LFP for storage, high-nickel for EVs) affects lithium intensity per battery, but overall volume still rises. Current Market Outlook (as of March 2026) After years of surplus, the market is tightening: - Global lithium chemicals consumption is forecast to rise ~13–17% in 2026, with supply growth lagging in some scenarios (narrowing surplus or outright deficits of 1,500–80,000 t LCE depending on the analyst). spglobal.com - Energy storage is the “most significant and outperforming driver,” with some Chinese analysts projecting 17–30% overall demand growth. reuters.com - Longer-term: Lithium market size (by product) is projected to keep expanding rapidly through 2033. grandviewresearch.com Prices have rebounded from mid-2025 lows and are expected to stay elevated or trend higher through 2026 and beyond in base-case scenarios, with upside risk from the shocks outlined above. Why These Shocks Matter Multiple shocks create a “demand multiplier” effect: each new application layer adds volume without fully displacing EVs. Supply cannot scale instantly, so prices become volatile—and higher prices eventually incentivize new mining, but with lags. This dynamic supports Zuleta’s thesis that the lithium market is entering a new phase of structural tightness, with profound implications for EV affordability, the energy transition, battery costs, and lithium producers/investors. In short, lithium demand shocks aren’t a one-off event—they’re a compounding series of structural shifts that are already reshaping forecasts and market realities in 2026. The Korea/InterBattery pivot is just the latest confirmation that the battery revolution is broadening far beyond passenger cars.

@SandraCobena_ It isn't even a real thing. Pierre and his "one hand clapping" theatre is a farce. He thinks he can make Washington do anything. He cannot even get elected where he gets his mail.

🚨Liberals just voted down the Tariff-Free Auto Pact. This deal would have secured tariff-free trade and a 1:1 production-to-sales ratio, helping Canada’s auto sector grow to 2 million vehicles in the decades ahead. Liberals voted against more jobs, more investment, and a stronger future for our auto industry Only Conservatives stand with autoworkers. #cdnpoli

@matt_fernley Would be a wonderful time for @CRECORP to show more strong drill results in friendly Quebec. Fully permitted, 🪏 ready, strong NPV Rose 🌹 ready to go and Rose West adjacent likely to double or more the resource. Not to mention the polymetallic plotline. $CRE.v. it is time!

Great terms in this offtake agreement highlight how desperate end users are to tie up raw material supply at the moment.

@CRRJA5 @elonmusk He has never hit a milestone on time. Multiply by 4 and add more

.@elonmusk 🔴BREAKING: Elon Musk just dropped this mind-blowing update on Neuralink… “In the next 6 to 12 months, we’ll be doing our first implants for vision — even if somebody is completely blind, we can write directly to the visual cortex.” Blindness? Cured. Sight? Restored. Humanity? Upgraded. 👀⚡ From zero vision → potential superhuman sight (infrared, UV, radar… like a real-life superhero). This is no longer sci-fi. It’s happening NOW. What do you think — game-changer or too wild? 🔥 Drop your thoughts below!

@flatohio @JoJoFromJerz If he actually worked and rested instead of half ass rambling and dumbfuckery followed by flying around to fucking golf all the time in Florida and sit among his suckup maralago meatheads...maybe he could sound coherent

@JoJoFromJerz He seemed tired. He’s been working his ass off. He misspoke with no consequence.

The sitting president of the United States just sat behind the Resolute Desk in the Oval Office of the White House and referred to the Governor of California as the President of the United States. Can the media start reporting on his deteriorating mental state now or nah?

@INN_Lithium CRE.v in Quebec. Shovel ready. Feasibility Study numbers are great. They are about to get much better too. Drill results imminent.

The lithium market is facing short-term turbulence, but long-term fundamentals point to strong demand growth well into the next decade. #Lithium #EVs #BatteryMetals #Mining #LithiumForecast #LithiumInvesting investingnews.com/daily/resource…

@RKEquityRocks @CRECORP @EricZaunscherb

@RKEquityRocks Critical Elements now has numbers in the feasibility study for the fully permitted Rose mine that are below what the current prices are for chemical and technical grade concentrate and tantalum. There's a major drilling program underway to prove out Rose West and polymetallics.

PDAC 2026 recap + company interviews: • Canada funding • Lithium selloff • Spodumene vs carbonate split • Western processing gap • LFP/phosphate bottlenecks • Argentina brine opportunities 📺 youtu.be/Jo0Xnsk-mxM Interviewed: $TMC $ELVR $PMET.to $QTWO.v $GLN.ax $PHOS $NILI.v $ETL.v $NOAL.v $LAF.v $LIBR

@RKEquityRocks They have government money waiting. They have a bank waiting. They're fully permitted. They have friendly relationships with the local Cree. They have no strings attached with any other organization. They are able to go from signature to construction very quickly.

@RKEquityRocks And yet Critical Elements cannot catch any breeze to fill the sails. Make it make sense.

@TheWardenBrad Thank you for this. Where can one find a good read on the current price for a technical grade tonne.

@xb7 @Math_files Scientist question science all the time. It is called science. Not the firmly held idiot OPINION of slack jaw morons who are picking the easy way out of a thing they don't want to do.

@Math_files so questioning "SCIENCE" is the RIGHT thing to do?? Will someone tell Anthony Fauci?

During World War II, the U.S. military studied bullet holes on returning planes to decide where to add armor. Most damage appeared on the fuselage, so many thought it should be reinforced. Mathematician Abraham Wald pointed out a crucial flaw: the data only showed surviving planes. Planes hit in the engine didn’t return at all. This meant the engine was the real weak point. By reinforcing engines instead, many more planes were saved. The lesson: good mathematics isn’t just about numbers—it’s about questioning assumptions behind the data.

@B3man1 @bruceanderson @newmarkettoday @grok what is your biased take on it?

@bruceanderson @newmarkettoday Is there any evidence these buses are sending spyware data to China? Has Doug Ford ever rode on one?

BYD already manufactures vehicles in Ontario, and the USA, worth bearing in mind. Newmarket plant ships its first battery-electric bus to Quebec newmarkettoday.ca/local-news/new… via @newmarkettoday

@CRECORP Looking forward to hearing what they have to say. Spodumene prices spiked very nicely and @crecorp is shovel ready in Canada... leads one to wonder what catalyst is needed to get the gears moving again. If the cure for low prices is low prices what is the cure for low momentum?

Kicking off the new year with Adelaide Capital! 📷 Join our CEO, Jean Sebastien Lavallee, and President, Steffen Haber on the Give Back Webinar Series starting TOMORROW. Wednesday, January 7 (Tomorrow) 11:00 a.m. ET Register here ⤵️ us02web.zoom.us/.../WN_ApXjuqI…... $CRE.V

@TheBreakdownAB Makes me wonder what @McAllisterBruce lied about when he was reading the news. But then again...he was just reading. No thinking. Just rodeo clown makeup and try not to mispronounce anything. Now we know a little demon he was all along.

On today’s episode of “the premiers office is just openly lying to you”… The premiers office is openly lying to you. No kids were getting irreversible changes without parental consent. All Bruce has is anger and lies it seems. #abpoli #ableg #cdnpoli