WALL STREET- ASX CRUSADER
1.9K posts
@Sw197843
Wall Street and ASX investor. Chasing the elusive 10x. TECH 🎱 Coreweave, SMCI, FL1.,GLN WR1, ALB
Coal India looks to Argentina for lithium brine assets, critical minerals Tags: #Argentina #CoalIndia #lithium #mining Read more: argentinareport.com/coal-india-loo…
Hi friends, I gave a full-length presentation on #lithium at the Ignite Conference in Singapore last month. #Electric cars, trucks, BESS, mining equipment, ships, eVTOLs, drones, aircraft, etc. Enjoy! youtu.be/BLpgyuaQwQE?t=1
In August 2025 I gave you Lithium Squeeze, in Oct Polar Bear Shorts, followed by Lithium Bull Run in Nov. All three landed. Now comes Lithium Deficit Looms Large. This isn’t sentiment anymore, it’s structure. Supply lagging, demand compounding. Aiming for a 4th home run. Enjoy! “LITHIUM DEFICIT LOOMS REAL” Yeah Yeah Lithium deficit looms real, I been sayin’ it While they called it oversupply, I was weighin’ it Price got crushed but demand never cave in it Now the gap shows up and they late tryin’ to play in it Capex cut, now the pipeline thin Projects delayed, can’t just turn it on again You don’t build mines in a quarter, that’s spin Now the clock ran out and the squeeze sets in EV wave, grid load spike Storage stackin’ day and night Every megawatt gotta feed that bite But the supply chain stuck, can’t match that height They watched the chart, I was watchin’ the curve They saw a dip, I saw lag and a swerve You can’t rush geology, that’s nerve Now the market wakes up and it’s gettin’ what it deserves Inventory low, that buffer got drained What looked like surplus was timing misframed Now contracts tight, everything re-chained Whole system strained, now it’s gettin’ repriced From “too much lithium” to “who’s got stock?” Same voices flip when the pressure knocks Now they chase entries after it pops But the edge is gone when the deficit rocks Time’s the cost they ignored for years Now it shows up loud, crystal clear You can’t fast-track supply outta thin air When demand’s exponential, year on year This ain’t a bounce, this a phase shift Whole market realigns when the base lifts Supply gets outrun, that’s the main twist Now the next leg up… you don’t wanna miss Lithium deficit looms real… no debate Curve locked in, now it’s all about rate Demand too strong, supply too late Yeah the real run starts… welcome to fate ⚡🔥
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?
.@SigmaLithium's record quarter was not just about the headline numbers. Ana Cabral makes the case that $SGML is now combining cash generation, debt reduction, and a clearer path to scale. The pitch: margins first, volume second w/ low costs and operating discipline. 📺→ youtu.be/VIUM9s6rjKM
Lithium producers are shifting from defense to growth. Is Quebec the next Western Australia? What to look out for in this cycle? We discuss $ELVR, $ALL.l, $LAR ramp-up, Greenbushes, EV demand, heavy REE, copper, silver/gold + @anson_ir / POSCO 📺: youtu.be/SjLPFBgJtns
Reply of Ganfeng on weekly inventory change of SMM
