jay jay

@Andr_rej Inflation is back baby inflation is back!

Lithium prices went down today, uncertainty over the war in the Middle East persists, #lithiumstocks under pressure.

@___Cashy Anyone following the Winter snowstorms in the US? Ideal market for Sodium Ion.

#Lithium prices must be booming again. Sodium battery articles back in the headlines. #Headlines by design. Sodium will help transition the world into electrification in niche markets but by the time they compete on scale and price point Solid State Lithium will be entrenched. 1000-1500km range 2-5min charge 30 year + battery life

@TheBTCTherapist $67,000 for a bunch of electrons is expensive!

I seriously cannot believe people aren’t buying as much Bitcoin as possible at $67,000. How much lower do you think it can go? Fair value vs gold is already over $180,000 — we’ve never been so undervalued compared to precious metals. Saylor knows it more than anyone. Patience.

@daando37 I have followed many lithium projects and all have encountered issues during ramp up.

altitude doesn't change physics. it changes boiling point, not membrane rejection. nanofiltration is pressure driven, not 'sea level' vibes. you validate it on site in commissioning. that's literally why commissioning exists. if altitude broke process plants, chile & peru would be empty. they didn't ship a bbq filter. they shipped an industrial skid.

$GLN sylvinite ponds completed & nanofiltration on the pad. that's the flowsheet's heart in the desert. hmw p1 just moved from 'maybe' to 'mechanical'. nanofiltration plant delivered, commissioning next. first brine early q2 '26, first LiCl in h1 '26. ~5.2ktpa LCE is a start.

@Vivek4real_ Why have fools gold when you can have real gold.

🇺🇸 VICE PRESIDENT JD VANCE SAID, “CHINA DOESN'T LIKE BITCOIN. WE SHOULD BE ASKING OURSELVES, WHY IS THAT?” “WHY IS OUR BIGGEST ADVERSARY SUCH AN OPPONENT OF BITCOIN?” “IF THE CCP IS LEANING AWAY FROM BITCOIN, THEN MAYBE THE US SHOULD BE LEANING IN TO BITCOIN."

@IndianGems_ Actual Indians

USA has ChatGPT USA has Grok USA has Claude USA has Gemini USA has Llama USA has Copilot China has DeepSeek China has Qwen China has Ernie China has GLM China has Kimi India has?

@jczuleta Trump wants coal powered steam cars.

#Ford wants to partner with Chinese EV makers to produce low-cost EVs in the US. bloomberg.com/news/articles/… "Ford has been open to working with Chinese companies. Farley has sought to partner with Chinese carmakers and battery makers to learn from them, while at the same time developing its own low-cost electric vehicle coming in 2027 that aims to be competitive with China’s BYD, the world’s top seller of EVs." If approved, this would change everything in the global auto, battery and #lithium industries.

@clowndownunder One mans shit box is another mans treasure.

A 4-bedroom, 2-bathroom house with parking for 6 cars sold for $2,000,000 in Bankstown

@EVCurveFuturist CATL release Sodium Ion Tectrans II battery for trucks.

China’s electric truck sales just tripled to ~230k units, now ~20% of all heavy trucks sold. This isn’t hitting diesel anymore — it’s hitting gas. Freight is pure economics & electric already wins on TCO. When trucks flip, fuel demand collapses fast. bloomberg.com/news/articles/…

@GalanLithium The solution is dilution.

GLN secures A$40M to boost Hombre Muerto West Phase 1 production to 5.2ktpa LCE and progress Greenbushes South exploration. go.relait.co/2p8xvbju #ASX #GalanLithium #HMW

@CarlCapolingua Tesla waving the white flag? Cease production of Model S and X. I guess Teslas no longer S.3.X.Y

#LITHIUM Thurs 🕯️ = Critical 🚨 2 x rejections of 181.05-200.25k Supply Zone 2 x significant ⬛🕯️ = Motivated supply Volatility + Price Action consistent with Credible Point Of Supply = ⚠️ BUT! No volume confirmation = Thin market, lacking conviction! 🤔 $PLS $MIN $LTR $ALB $LAC

@ryu_tay @usuallyYJLee CATL launched second Sodium Ion battery and target 30% market share.

@usuallyYJLee Why lithium stocks getting crushed today?

Battery-makers called in for a stern talking-to. Play nice, boys! All good for #lithium and battery pricing in the long term. This is the start of the anti-involution policy reaching the #battery space. First, it's a warning. Second, it'll be strict numerical limits like "kg LCE/kWh" requirements to weed out the low-efficiency producers. Finally, if need be, comes the compulsory province-wide percentage-capacity cuts. That's how it went in the solar industry in China, and how it might happen for the battery space.

@WayneHines24470 @CarlCapolingua Initial 25-40 GWh per year enough batteries for 400k to 600k entry-level EV's annually, or significantly more in the energy storage and heavy-duty truck start-stop battery sectors. Then expand capacity to its 13 global production bases total capacity 500 GWh

@LiBull888 @CarlCapolingua Any idea on the size of the new Na+ CATL plant Gwh?

Citi on #LITHIUM 🧐: 1. "Although prices have rallied hard, we see scope for prices to stay elevated in the near term on tight fundamentals underpinned by front loading of battery demand, thin stockpiles, anti-involution measures and a limited supply response." BUT!!! ⚠️ 2. "Persistent higher pricing is likely to lead to eventual supply restarts and/or weigh on demand growth. Hence, our conviction on lithium price beyond the next three months remains low." $MIN $PLS $IGO $LTR $PMT $VUL $ALB $LAC $LIT $SQM

@EVCurveFuturist Chinas got #sodiumion batteries and #thorium reactors #energyindependence

Venezuela won’t scare China — it will harden resolve. Oil geopolitics just push China to go harder and faster on EVs, renewables, grids and storage. When oil becomes a risk, it gets engineered out. Scale crushes costs. Old power plays accelerate their own irrelevance. #EV #BESS

@daando37 If materials cost humans will endeavour to engineer it out of the product. Tesla has a target 75% reduction of copper in it's EV's.

you're mixing up chemistries & wiring like it's the same thing. sodium ion swapping Cu for Al in the cell (current collectors) doesn't delete copper from the system. it just moves the problem. the grid buildout is copper. transformers, switchgear, busbars, substations, motors, inverters, cabling & data centers. none of that cares what's inside your cathode. also: 'Al for anode & cathode' isn't how you want to explain it. you mean current collectors, not active materials. li ion uses Cu on the anode side 'cause Al alloys w/ lithium. sodium doesn't plate the same way, so Al can work. cool trivia. doesn't change the macro. & even in vehicles: higher Al share doesn't remove copper. EVs still carry serious copper in windings, harnesses, power electronics, charging & motors. you don't engineer around conductivity for free. you pay in thickness, losses, heat & reliability. substitution exists. it's slow, partial & usually shows up after a price spike: after the damage is done. meanwhile ore grades keep bleeding, strips keep rising, CAPEX keeps inflating. so sure, cope harder w/ 'alternatives'. the system constraint is still metal at scale, delivered, permitted & financed. copper isn't a battery only thing. it's the physical layer of electrification.

more tonnes. less metal. every year. global #copper head grades peaked ~1.1 to 1.2%. we're at ~0.60% in '24/'25 global average. ~40% gone. throughput up. strip up. energy up. CAPEX up. it's geology acting like geology.

@EVCurveFuturist China develops 348.5 Wh/kg Solid State Sodium Ion battery. news.metal.com/newscontent/10…

Happy New Year everyone 🍾 Ending 2025 with this view: 2026 won’t be a constraint story — it’ll be an execution story. #EV adoption, #BESS, renewables, AI power demand, robotics & electrified transport all accelerate together. Debate’s over. #Lithium #LFP evcurvefuturist.com/2025/12/energy…

@jczuleta @WayneHines24470 Hold the phone. China develops 348.5Wh/kg Solid State Sodium Ion battery! news.metal.com/newscontent/10…

@WayneHines24470 @LiBull888 The announcement that EV sales will collapse un Q1 2026, & that 2026 will be the #sodium-ion battery year, are aimed at cooling down the #lithium market. Both the CPCA & CATL couldn't be more obvious.

@LiBull888 FYI ..