Kyle

@jczuleta @theevking Why is it real this time? And no like all the other false CATL sodium announcements

#CATL confirms #sodium-ion mass production now: youtube.com/watch?v=j_ipYj… Watch this video. What the @theevking fails to comment on is what will happen to LFP and BYD in the coming years. Two questions follow: 1) Will sodium wipe out #LFP, first in the energy storage segment and later in the EV segment? 2) Will this force BYD to switch to sodium, or will they stick to LFP? I have been talking about this for quite some time, with reference to the implications for #lithium batteries in general, and my conclusion has been that this will definitely accelerate the development of lithium metal and solid-state Li batteries. In a way, the author of the video attempts to do that, but with the least ready lithium batteries (i.e., metal-air).

@WayneHines24470 What is CN?

Beginning of demand destruction in CN on unhedged and mispriced BESS contracts following 2026 LCE price rises.

@WayneHines24470 What is ‘CN’ and can you send a link?

@KylePotatoBake Translated image dropped from post, see adjacent message in CN.

Further update on CN Lithium mines, governance and continued delays.

@rrARcTxhSyCaBsV @WayneHines24470 My translator says this is from 2025 and gives 12 months time frames for when mines can reapply for permits ie 2026. So nothing new

关于宜春锂矿的一些事情👇🧐

@rrARcTxhSyCaBsV Lol keep pedaling your propoganda. You’re short lithium

@KylePotatoBake 17万至20万之间来回用故事收割；其实市场不缺貨

资本游戏来钱快，碳酸锂：国内巨头们 又一波行情正在酝酿中。👇🎉🤔

@TSoumyaraj @WayneHines24470 I think you’re missing the main factor. China was stealing their lithium. Reporting lower grades and shipping via other countries to ovoid requirements. This meant China was getting lithium much lower than market values, and this able to leverage this against Western supplies

🚨⚡️LITHIUM BULLS, ARE YOU WATCHING ZIMBABWE?! ⚡️🚨 Zimbabwe 🇿🇼 , one of the world’s growing lithium suppliers 🌍🔋 is reportedly moving to require 98% of senior & middle mining management to be Zimbabwean citizens 👀🇿🇼 Let that sink in… 98% LOCAL MANAGEMENT 🏗️⚒️ If implemented, this could become a HUGE future lithium supply deficit story 📈🔥 Why? 🤔 🪨 Lithium supply isn’t just about rocks in the ground, it’s about execution, expertise, engineering, permitting & project delivery. Any major restructuring of mine leadership or foreign operator involvement could mean: ⏳ Slower project ramp-ups
⚠️ Delays to expansion plans
💰 Rising operating costs
📉 Lower-than-expected future supply growth And here’s the BIGGER picture… 🌍 🚗 EV demand keeps climbing
🔋 Battery storage demand exploding
🏭 Gigafactories multiplying globally
⚡️ Energy transition accelerating If lithium demand surges while future supply growth slows, what happens to prices? 😏📈 Markets may be UNDERPRICING geopolitical & resource nationalism risks in critical minerals 🌎⚠️ Today Zimbabwe 🇿🇼
Tomorrow… who’s next? 👀 #Lithium #LithiumStocks #EV $LKE $LLKKF #ALB #BatteryMetals #CriticalMinerals #Mining #Commodities #ElectricVehicles #EnergyTransition #BatteryStorage #SupplyChain #Zimbabwe #Spodumene #Minerals #Stocks #Investing #Macro #CleanEnergy #Bull miningzimbabwe.com/zimbabwe-order…

@TSoumyaraj I’m surprised you don’t mention the Iran War resulting in accelerating adoption of new energy for both transport and grid power.

🚨⚡️ LITHIUM SUPPLY SHOCK IS HERE? ⚡️🚨 🇿🇼 Zimbabwe just dropped a MAJOR bombshell: 14 minerals including #Lithium, nickel, cobalt & graphite now classified as “critical minerals” with mandatory state ownership/SPV participation + tighter export controls 😳⛏️ Meanwhile 🇨🇳 CATL’s lepidolite supply restart keeps facing hurdles ⛔️🧱, removing what many expected to be a key source of incremental lithium supply. Put this together and the narrative changes FAST 👇 📉 Supply growth assumptions are under pressure 📈 EV adoption + ESS battery demand accelerating 🔋🚗⚡️ 🌍 Energy transition demand shock still underestimated The market has been pricing a “forever surplus” story but what happens when new supply gets delayed, restricted or nationalized? 🤔 Don’t be surprised if Goldman Sachs and Benchmark Mineral Intelligence , both calling for only a small lithium surplus by Q1 2027, are forced to revise forecasts sooner than expected as supply tightens and demand surprises to the upside 👀📊 Lithium cycle turning? The setup is getting VERY interesting 🔥 #Lithium #EV #BatteryMetals $LKE $LLKKF #ALB #EnergyTransition #Mining #CriticalMinerals #CATL #Zimbabwe #BatteryStorage #Commodities #LCE #LithiumStocks #EVStocks #SupplyShock #CleanEnergy 🚀🔋📈

@rrARcTxhSyCaBsV @LithiumPlz The CATL propoganda machine

When major Chinese companies invest, they invest BIG. This is Prospect Lithium Zimbabwe @LithiumPlz in Goromonzi, Zimbabwe. China’s Zhejiang Huayou Cobalt owns the operation and is one of Africa’s largest hard-rock lithium processing projects...

@AsiaN6809 What?

LC inventory old sample -247t, new sample-1617t, output-346t

@AsiaN6809 Mine said they didnt approval? Can you share a screenshot?

The market rumored CATL’s mine will resume production soon again and the HQ will choose a time to announce…but the mine said they didn’t get approval…

@splitf @WayneHines24470 @jczuleta Appreciate the replies but I’ll respond that not one response provides a tangible reason to dispute BMI’s prediction. FYI I’m long lithium, but I’m more open minded than most regarding a ‘sure thing’. My approach bagged 1000% gains in the last cycle, while big investors lost $$$

@KylePotatoBake @WayneHines24470 @jczuleta BMI was taken over since their last predictions, just because the company name stayed the same does not mean the same level of accuracy remains. I had a lot of respect for BMI, but recently not so much. Do your own research.

Perhaps it's time for investors to review the track record of different forecasters. Inaccurate forecasts could cost them millions. Consider this for a moment. Suppose you choose a pessimistic forecast that predicts the price of #lithium carbonate will be roughly half its current price by 2030. If you rely on this forecast, you might decide not to invest in lithium or to divest from your existing lithium projects before then. But what if the price were to reach $40,000 per ton within four years?

@splitf @WayneHines24470 @jczuleta Why the change in respect and who owns them now?

@WayneHines24470 @jczuleta They all sou ss fine in theory, but BMI called the last over supply and now they’re doing it again Why should t we believe them?

@KylePotatoBake @jczuleta Perhaps a better approach is to look at methodology, data quality and margins of error, along with WHOM is making the assessment+skills +experience rather than merely the entity hiring individuals. BMI owner has said hires on cultural fit, this can result in unheard contrarians.

@AsiaN6809 What impact? What happened in Nigeria?

Impact on lithium carbonate from Nigeria due to today’ news- Daily 70t, monthly 2100t (From only one factory)

@jczuleta Juan you’re in danger of creating too many terms that people wont be bothered learning. Can you please write in ‘plain english’.

As predicted in a previous post (x.com/jczuleta/statu…), I am now in a position to declare that the February 06 #lithium carbonate price low was a "pseudo-bottom," namely, a significant price low with a corresponding rebound but not sufficient to comply with one or more of the assumptions to confirm a bottom (See the excerpt from my 2025 @SeekingAlpha article #_ftnref1" target="_blank" rel="nofollow noopener">seekingalpha.com/article/475894…).

@SparkyTrade56 @jczuleta He’s a great analyst. And yes, his posts always leave a little easter egg that makes you search their profile for explanation.

@KylePotatoBake @jczuleta He talks in riddles lol. Still tryna learn to pick it apart 😂

Having just confirmed a pseudo-bottom, what remains to be tested is my Golden Rule, namely that, during a price rebound, two consecutive declines in price are enough to call not only a pseudo-bottom but also the end of a real bottom.