Jay White

March Q&A: Lake MD David Dickson discusses "Argentina Week" and US-Argentina relations, the benefits of direct lithium extraction, the latest re the Kachi Lithium Brine Project & the improving lithium market outlook in this new interview: investorhub.lakeresources.com.au/activity-updat… $LKE $LLKKF

$LKE MD David Dickson was proud to attend "Argentina Week" in NYC last week, pitching Argentina as an attractive investment destination for global investors & featuring Argentina President @JMilei (JPMorgan's Jamie Dimon is sitting in front of David in the photo) $LLKKF 🇦🇷

BESS is having a ball. In China, battery storage systems' had a substantial spike in December, as monthly capacity reaches new record. 📊 @benchmarkmin $ALB $LAC $LAR

Mar 17, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $22,888.93 1 day: $+217.30 (+0.96%) 📈 YTD: +35.39% #Spodumene Concentrate (6%, CIF China) Price: $2,185.00 1 day: $+25.00 (+1.16%) 📈 YTD: +41.15% Sponsored by @LibraEnergyMats

Lithium demand forecasts through 2040 show an interesting trend. Expected CAGR by end use: - EVs, 9% - BESS, 11% Plus, despite much discussion, EVs still expected to remain the largest contributor. 📊 @benchmarkmin $ALB $LAC $LAR

In recent Rock Stock videos I’ve suggested the extremely negative US EV narrative is likely already “priced in” to #lithium equities — leaving room for an upside surprise. Today TD Cowen published a 60+ page note making a similar contrarian case. The ingredients for a potential demand shock may be forming: ✅EV models today cover only ~11% of the US auto market ✅20+ new EV launches coming in the next 12–18 months ✅EV buyer loyalty ~70–80% In a country with 2+ cars per household, even a partial shift to “1 ICE + 1 EV” could surprise the market.

🔋 Lithium is back in focus. Prices are up more than 125% over the past year as demand expands beyond EVs and governments increasingly treat the metal as a strategic resource. With supply disruptions, evolving policy tools and rapid growth in grid‑scale energy storage, lithium is being repriced, not just as a commodity, but as critical infrastructure. ⚡️🏗️Read more from Jacob White, Director, ETF Product Management at Sprott. sprott.com/insights/lithi…

Some thoughts on the metals and materials that can benefit from disruption in the Middle East that people may be forgetting while they focus on oil and gas... #lithium #rareearths #graphite #anode #antimony #tungsten #aluminium blog.rkequity.com/2026/03/09/its…

$LKE has been promoted to the All Ordinaries Index, effective prior to the open of trading on Monday, March 23: investorhub.lakeresources.com.au/announcements/… $LLKKF #ASX #lithium

#Lithium is the future …

"Kachi: Powering the Green Transition with Sustainable Lithium from Argentina" - read more: smallcaps.com.au/article/kachi-… $LKE $LLKKF #lithium via @SmallCapsASX

No coffee today as i spat it out reading the news that Zimbabwe is bringing forward the ban of unprocessed lithium exports, effective immediately. The export of all raw ore and spodumene concentrates is immediately banned. A lot of tonnes about to come out of the supply side. The only producer that doesn't export concentrate is the Arcadia mine by Huayou Cobalt, who have recently commissioned a lithium sulphate plant. The Bikita mine is also set to have a sulphate plant built but to the best of my knowledge it isn't completed yet. Lithium sulphate is an intermediate product between spodumene concentrate and lithium carbonate. Sulphate contains about 12.62 Li which equates to about 27.2% li2O. Compare this to lithium carbonate which contains 40.4% li2O. Why produce sulphate instead of lithium carbonate? Well the answer is quite simple really: Lower capex, less power and water, save on transporting costs of raw ore (more tonnes). Instead of transporting concentrate, you're shrinking it by ~ 4/5 fold. It works well in jurisdictions that are considered unstable. You lower the transport costs and in turn don't have to put in the same capital as you would with a lithium hydroxide/carbonate plant. This year from Zimbabwe alone, i had the following producers doing spodumene concentrate in my supply table: Sabi Star~ 280kt SC6 eq Dison Gwana ~ 100kt SC6 eq Bikita ~ 380kt SC6 eq Kamatavi ~300kt SC6eq Zulu~50kt SC6eq 1.11Mtpa of SC6 equivalent halted. That's about 140kt of LCE. In a tightly balanced market, it could get scary. As I've said before (i really am a broken clock), in 2022 during the boom, 784kt of LCE hit the market and the demand was 854kt of LCE, an 8% deficit. An 8% deficit is what cause the massive spike in lithium price. It was then a 1-3% surplus that caused the massive downturn in prices. Its a very fine balance in this lithium market and small factors could throw it into a deficit/surplus. From what we've seen, small surpluses/deficits cause massive price swings. 140kt of LCE has just come out of the market. Food for thought. Thanks for reading!

🚨⚡️LITHIUM BULL CASE JUST GOT REAL ⚡️🚨 Zimbabwe’s sudden lithium concentrate export ban isn’t a surprise, it’s the FUTURE arriving early. 🇿🇼🔋 Governments want VALUE ADD, not raw exports. Remember: concentrate exports were ALREADY scheduled to end in 2027. This is acceleration, not reversal. 👀 Expect rumors soon: “temporary ban”, “shipments restarting”, “policy easing” , just like the CATL lepidolite reopening chatter that began Aug-2025. Noise ≠ trend. The structural shift remains unavoidable. 📉 Supply tightening NOW 📈 Processing shift underway 🔥 Global inventories shrinking 2026 lithium market faces a projected ~200k tonnes LCE supply deficit and the market is NOT priced for it yet. Demand keeps compounding while supply policy risk spreads across resource nations. 💥 Result? Higher floors, sharper squeezes, faster price discovery. 🇨🇳 GFEX lithium > ¥250,000 increasingly looks IMMINENT & UNAVOIDABLE as physical scarcity meets policy reality. This isn’t a cycle. It’s a supply regime change. 🔋🌍 #Lithium #EV #BatteryMetals $LKE $LLKKF #ALB #SQM #PLS #ELV #A11 #EnergyTransition #Mining #Argentina #USA #Commodities #LithiumBull #EVRevolution #SupplyShock #ResourceNationalism #GFEX #LCE #ElectricVehicles

With the largest undeveloped #lithium project in Argentina #LakeResources looks forward to attending #ArgentinaWeek in NYC. $LKE $LLKKF #kachi @Lilac_Solutions

🔥🐉 FIRST TRADING DAY AFTER CHINESE NEW YEAR AND LITHIUM JUST WOKE UP THE DRAGON! 🐉🔥 Battery-grade lithium carbonate SPOT and GFEX SURGE 🚀📈 with strong price action showing renewed momentum across the EV & BESS supply chain ⚡🔋 💥 Prices ripping higher 💥 Buyers stepping back in 💥 Open interest rising 💥 Market sentiment flipping BULLISH After weeks of consolidation, today’s move signals something BIG: GLOBAL demand returning, inventories tightening and energy transition metals back in focus 🌍⚡ This isn’t just a bounce, this looks like EARLY TREND REVERSAL ENERGY 👀🔥 EV adoption accelerating 🚗⚡ Battery demand expanding 🔋📊 Supply discipline tightening ⛏️ Smart money watching lithium VERY closely right now 👇 If momentum continues, today could mark the START of the next leg up 📈🐂 #Lithium #LithiumBull #EVRevolution #BatteryMetals #EnergyTransition $LKE $LLKKF #ALB #PLS #ELV #A11 #Argentina #Commodities #MiningStocks #EVStocks #ChinaMarkets #ChineseNewYear #BullMarket #CleanEnergy #ElectricVehicles #BatteryBoom #CommoditySupercycle #MarketMomentum 🚀🔥📈

🚨⚡️LITHIUM MOMENTUM IS BACK and $LKE could be entering its defining era! 🔋🌎 Lake Resources is targeting 2026 as the launch year for construction at the Kachi Project in Argentina 🇦🇷 , a US$1.16B development that could reshape next-gen lithium supply. With environmental approval expected soon and FID on the horizon, the project is moving from planning ➡️ execution. 💥 Phase 1: 25,000 tpa lithium carbonate 🚀 Expansion target: 50,000 tpa 💧 DLE technology = less water, higher efficiency, no evaporation ponds 🤝 Lilac Solutions partnership powering scalable ion-exchange extraction Meanwhile, lithium prices are showing signs of recovery 📈 after market normalization, with demand from EVs and energy storage accelerating again 🔌🚗⚡️. If approvals, financing & DLE scaling align in 2026, Kachi could become one of Argentina’s most important lithium projects, right as the cycle turns bullish. Smart money watches BEFORE construction starts 👀 mineria.com.ar/lake-resources… #Lithium #LakeResources #LKE #BatteryMetals #EVRevolution $LKE $LLKKF @pldocmd #EnergyTransition #MiningStocks #CleanEnergy #ArgentinaMining #DLE #LithiumBoom #Commodities #ASX #Investing #Bullish

HMW – progressing toward production. Strong construction momentum at Galan Lithium’s 100% owned Hombre Muerto West project in Argentina, with works advancing in partnership with Authium Limited ahead of first production in H1 2026. #HMW #GLN #Lithium #Argentina

🚨🔥 LKE just moved one step closer to becoming a MAJOR lithium producer and the market still hasn’t fully priced it in! 🇦🇷⚡️ Lake Resources expects EIA approval + FID in 2026 for the US$1.16B Kachi Project, the moment that transforms a developer into a producer. Once approved, construction starts and production could follow in ~30 months ⏳➡️🏭 💧 DLE tech = lower water use 📈 Lithium prices rebounding (+79% since Nov) 🌍 EV + BESS demand accelerating 🏦 Institutions raising long-term price forecasts ⚡ Argentina macro improving fast This isn’t just another lithium story, it’s a derisking phase transition. Approval unlocks financing. Financing unlocks construction. Construction unlocks cash flow. Smart money watches permits. Retail notices later. 👀 If EIA lands this semester, sentiment could flip FAST 🚀 bnamericas.com/en/features/la… #LKE #LakeResources #Lithium #ASX #EV #EnergyTransition #BatteryMetals #MiningStocks #CleanEnergy #DLE #Argentina #Commodities #Investing #Bullish $LKE $LLKKF @pldocmd #CriticalMinerals

🔋🔋THIRD LITHIUM SUPERCYCLE 📍𝐓𝐡𝐞 𝐭𝐡𝐢𝐫𝐝 𝐥𝐢𝐭𝐡𝐢𝐮𝐦 𝐬𝐮𝐩𝐞𝐫𝐜𝐲𝐜𝐥𝐞! 𝐔𝐁𝐒 𝐆𝐫𝐨𝐮𝐩: 𝐂𝐨𝐦𝐩𝐫𝐞𝐡𝐞𝐧𝐬𝐢𝐯𝐞 𝐮𝐩𝐰𝐚𝐫𝐝 𝐫𝐞𝐯𝐢𝐬𝐢𝐨𝐧 𝐨𝐟 𝐥𝐢𝐭𝐡𝐢𝐮𝐦 𝐩𝐫𝐢𝐜𝐞 𝐟𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐬, 𝐰𝐢𝐭𝐡 𝐝𝐞𝐦𝐚𝐧𝐝 𝐞𝐱𝐩𝐞𝐜𝐭𝐞𝐝 𝐭𝐨 𝐝𝐨𝐮𝐛𝐥𝐞 𝐛𝐲 𝟐𝟎𝟑𝟎. 📍📍𝘜𝘉𝘚 𝘎𝘳𝘰𝘶𝘱 𝘩𝘢𝘴 𝘴𝘪𝘨𝘯𝘪𝘧𝘪𝘤𝘢𝘯𝘵𝘭𝘺 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦𝘥 𝘪𝘵𝘴 𝘧𝘰𝘳𝘦𝘤𝘢𝘴𝘵 𝘧𝘰𝘳 𝘭𝘪𝘵𝘩𝘪𝘶𝘮 𝘤𝘰𝘯𝘤𝘦𝘯𝘵𝘳𝘢𝘵𝘦 𝘱𝘳𝘪𝘤𝘦𝘴 𝘣𝘺 74% 𝘵𝘰 𝘜𝘚𝘋 3,131 𝘱𝘦𝘳 𝘵𝘰𝘯 𝘧𝘰𝘳 2026, 𝘸𝘩𝘪𝘭𝘦 𝘵𝘩𝘦 𝘱𝘳𝘪𝘤𝘦 𝘰𝘧 𝘭𝘪𝘵𝘩𝘪𝘶𝘮 𝘤𝘢𝘳𝘣𝘰𝘯𝘢𝘵𝘦 𝘩𝘢𝘴 𝘣𝘦𝘦𝘯 𝘢𝘥𝘫𝘶𝘴𝘵𝘦𝘥 𝘵𝘰 𝘜𝘚𝘋 26,000 𝘱𝘦𝘳 𝘵𝘰𝘯. 𝘛𝘩𝘪𝘴 𝘢𝘥𝘫𝘶𝘴𝘵𝘮𝘦𝘯𝘵 𝘪𝘴 𝘣𝘢𝘴𝘦𝘥 𝘰𝘯 𝘦𝘭𝘦𝘤𝘵𝘳𝘪𝘤 𝘷𝘦𝘩𝘪𝘤𝘭𝘦𝘴 𝘢𝘤𝘩𝘪𝘦𝘷𝘪𝘯𝘨 '𝘵𝘳𝘪𝘱𝘭𝘦 𝘱𝘢𝘳𝘪𝘵𝘺' 𝘢𝘯𝘥 𝘢 𝘴𝘶𝘳𝘨𝘦 𝘪𝘯 𝘦𝘯𝘦𝘳𝘨𝘺 𝘴𝘵𝘰𝘳𝘢𝘨𝘦 𝘥𝘦𝘮𝘢𝘯𝘥, 𝘸𝘪𝘵𝘩 𝘦𝘹𝘱𝘦𝘤𝘵𝘢𝘵𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘨𝘭𝘰𝘣𝘢𝘭 𝘥𝘦𝘮𝘢𝘯𝘥 𝘸𝘪𝘭𝘭 𝘥𝘰𝘶𝘣𝘭𝘦 𝘵𝘰 3.4 𝘮𝘪𝘭𝘭𝘪𝘰𝘯 𝘵𝘰𝘯𝘴 𝘣𝘺 2030. 𝘜𝘉𝘚 𝘣𝘦𝘭𝘪𝘦𝘷𝘦𝘴 𝘵𝘩𝘢𝘵 𝘵𝘩𝘦 𝘮𝘢𝘳𝘬𝘦𝘵 𝘩𝘢𝘴 𝘦𝘯𝘵𝘦𝘳𝘦𝘥 𝘵𝘩𝘦 𝘵𝘩𝘪𝘳𝘥 𝘴𝘶𝘱𝘦𝘳𝘤𝘺𝘤𝘭𝘦 𝘧𝘰𝘳 𝘭𝘪𝘵𝘩𝘪𝘶𝘮 𝘱𝘳𝘪𝘤𝘦𝘴, 𝘸𝘪𝘵𝘩 𝘱𝘦𝘳𝘴𝘪𝘴𝘵𝘦𝘯𝘵 𝘴𝘶𝘱𝘱𝘭𝘺-𝘥𝘦𝘮𝘢𝘯𝘥 𝘨𝘢𝘱𝘴 𝘴𝘦𝘵 𝘵𝘰 𝘴𝘶𝘱𝘱𝘰𝘳𝘵 𝘱𝘳𝘪𝘤𝘦𝘴 𝘴𝘪𝘨𝘯𝘪𝘧𝘪𝘤𝘢𝘯𝘵𝘭𝘺 𝘢𝘣𝘰𝘷𝘦 𝘮𝘢𝘳𝘬𝘦𝘵 𝘤𝘰𝘯𝘴𝘦𝘯𝘴𝘶𝘴. 💡 UBS Group LLC announced a significant upward revision to its lithium price forecast, with the maximum increase reaching 74%. It also projected that global lithium demand would double from 2025 levels to 3.4 million tons by 2030. This marks the third supercycle for lithium prices following the previous two cycles. 🎐 According to Wind Information, this adjustment is based on UBS Group's comprehensive evaluation of global electric vehicle and energy storage system demand, a reassessment of supply prospects, and the market reality that lithium prices have risen approximately 65% since the last update. In a research report released on the 5th by UBS Group’s automotive and battery team through its Q-Series, it was noted that electric vehicles are approaching the "triple parity" of cost, range, and charging time. The teardown analysis of five electric vehicle batteries revealed that battery costs have decreased by about 50%, and lower costs will drive stronger demand. ⛓️‍💥 UBS Group raised its 2026 lithium spodumene price forecast by 74% to $3,131 per ton, while increasing its forecasts for both lithium carbonate and lithium hydroxide by 58% to $26,000 per ton. The 2027 lithium spodumene price forecast was set at $3,469 per ton, 22% higher than the previous estimate. These price forecasts are significantly above market consensus, reflecting UBS Group’s view on the tight supply-demand dynamics. $LIT $AGY $GLN $GRD.V $LIB.V $NILI.V $ATLX $BRW.V $QTWO $PLS $LIRC $EMH $DSM $LTR $TSLA $SGML

February Q&A: Get the latest update from $LKE CEO David Dickson and Lilac Solutions CEO Raef Sully in this video update, which follows the launch of Project Vault, an unprecedented effort to strengthen U.S. critical minerals supply chains investorhub.lakeresources.com.au/activity-updat… $LLKKF