BlackStannis

@D_Melissa2 @AlboMP The PM is doing his best but has failed the Australian people (like liberals did before him). Destroying fossil fuel industries before alternatives are viable to completely replace and not having emergency supplies put us here.

I don’t care what the naysayers crow about, I’m very happy @AlboMP is our PM. In terms of leadership he has been decisive and working hard to mitigate the worst of this Iran War fuel crisis from day one. I shudder to think how Taylor would have handled things. #auspol

@BarrettYouTube China had warships circling the country mapping out critical infrastructure, conducted live fire exercises with no notice between Australia and New Zealand causing commercial flights to reroute and they stopped buying Aussie coal when Morrison pissed them off over free speech.

Australia just announced a $53 BILLION military spending surge… and guess who they’re pointing at? China. Why on earth would China attack Australia? China is one of Australia’s largest trading partners. We’re talking about hundreds of billions in trade, resources, energy, agriculture, all flowing both ways. It makes absolutely ZERO strategic sense for China to disrupt that. You don’t attack a country you rely on economically. That’s not how geopolitics works in 2026. This looks a lot less like “defense” and a lot more like pressure from the United States. Washington has been pushing its allies for years to ramp up military spending, fall in line with NATO-style targets, and plug into blocs like AUKUS. And surprise, surprise Australia suddenly “discovers” a massive threat just as it commits tens of billions more to defense. Let’s not forget this also conveniently aligns with buying more US-linked military hardware, deeper integration into US strategy, and further escalation in the Indo-Pacific. Meanwhile, the narrative being pushed is that China is some imminent threat to Australia… despite the fact that the two economies are deeply intertwined and mutually dependent. This isn’t about China attacking Australia. This is about aligning with US geopolitical strategy, justifying massive spending, and selling a threat that doesn’t match reality. And once again It’s the taxpayers footing the bill.

@Matt_Camenzuli If they only put proper safe guards in place and redirected the corrupt/unnecessary portion of NDIS we would have our fuel reserve and self sufficiency.

If the Australian government redirected the NDIS spending to drilling and refining... If it bypassed planning processes, and set aside the red tape, how long would it take to get us back to a place where we were fuel self-sufficient? Wouldn't we all be better off?

@mineralsmindset Given the market cap, room for growth but not a multi bagger. Look at advanced explorers or those with depressed market caps about to restart or ramp up. CXO, ELV, A11, DLI, GL1.

#ASX Lithium Sector Top Picks $PLS the top #lithium name for Morgan Stanley and Macquarie both rated outperform. Meanwhile on price, UBS sees #spodumene heading toward US$4,000/tonne SC6 by years end. Currently Spot sits at around US$2,100/tonne. However, It is important to note that fuel prices will effect the cost of production. "For example, fuel represents approximately 7% of PLS Group’s (PLS) unit costs." marketindex.com.au/news/why-the-m…

@sparkes_dwayne One of the overlooked aspects of CATL earmarking 4.4B for exploration is they likely have the inside word from higher ups that China Lepidolite is dead and not coming back. Think about that implication, there is not a handbrake this time, any low cost projects will thrive.

Lithium's dead they said. There's too much of it around they said. Why was my account banned again? 😏

@zuess05 Learn to code, so you know how its done and can better instruct AI to generate something that more closely resembles what you are trying to achieve. The message is still the same, for me as learn to code was always a metaphor for "embrace technology".

Serious question. For the last 10 years, society told everyone "just learn to code" to escape the middle class. Now Claude writes the code. What exactly is the career advice for an 18-year-old right now?

@JimFergusonUK Why have politicians not resigned or been replaced by more competent peers? Why no accountability? Gov policy has led to this outcome making it unfavourable to invest/continue operations in the essential fossil fuels industry and by not holding required reserves.

🚨 AUSTRALIA RAN OUT OF TIME — THIS IS HOW A NATION BECOMES VULNERABLE In 2002: 8 refineries Today: 2 left They now supply less than 20% of fuel. The rest? Imported. “Processed in foreign refineries… through some of the most contested shipping lanes on the planet” Australia exports its own oil — then buys it back at market price. And now the reality hits: “Barely 36 days of petrol in reserve” Fuel disappearing in some areas Diesel shortages emerging Prices pushing toward $3.50/L Farmers warning: Food prices could rise by 50% This didn’t happen overnight. It was “a long string of reasonable decisions” Each one small. Each one logical. Until the system had no resilience left. Now ask yourself: If supply chains fail… if shipping lanes close… What happens next? This is not just Australia. This is the blueprint.

@QBCCIntegrity You want to end the need for defence spending, put politicians and bureaucrats on the front line. There will never be another war and defence will be for rescue/disaster relief operations only. Leaders are far too willing to spend their constituents lives.

Here’s the announcement at the same time as NATO’S post. Not a coincidence

Well this explains Albo’s meeting with Ursula von der Lying and why there all talking up a massive “boost” in defence spending. How does an organisation on the other side of the planet assist Australia’s local defence? They going to put their bases here too?

@QBCCIntegrity @7NewsBrisbane @ChrisReason7 The fuel situation is clearly a crisis but more focus needs to be placed on BOTH major parties failure to prepare and manage. Better governance for energy transition and contingencies are needed, not economically unfeasible platitudes that brought us here (net zero by xxxx).

@7NewsBrisbane @ChrisReason7 Big. Whoop. 26 hours of diesel. Could have been done on the phone. What did it cost us?

Australians are being assured the nation's fuel stocks are safe, despite the refinery fire. The Prime Minister has secured 100 million litres of diesel from Asia, but experts warn an escalation of the fuel emergency plan is now unavoidable. @ChrisReason7

@Rationa55373281 @UnderSecE After procedural irregularities and gov corruption, AVZ are willing to exit for an acceptable offer. AVZ wanted to develop the asset, with local communities, where everyone would prosper, with in country processing to PLS (planned years ago). Not the loot and pillage DSO way.

@UnderSecE All $AVZ wants is a fair commercial value for the Manono mine so a US company can exploit the largest and purest lithium hard rock deposit globally & arrest Chinese control of this strategic asset. Otherwise there will be a protracted battle at the ICSID court with much delay.

President Trump is delivering huge wins for U.S. companies in the DRC! American firms are getting priority access to vital critical minerals - needed for American AI, defense, and tech

@sparkes_dwayne Seems crazy that the worlds largest know lithium source manono is not locked up by a big cashed up miner and continues to languish in legal woes.

Some random thoughts on some of the latest lithium news as a I sip my morning coffee. CATL has brought in Chen Zinghe from Zijin as an advisor for it’s mining division. It’s basically CATL saying they are worried that they can’t find enough lithium to meet their massive growth. It’s impressive how fast CATL has grown and you’ve got to applaud the company. However, I think they are leaving it a bit late as I touched on in an old post of mine (link below). I think they’ve underestimated just how difficult it is to find lithium deposits. Economical lithium deposits are rare and very hard to find. They could go years and find nothing. Zijin doesn’t have a great track record at finding deposits, which is rightly so, they are after all miners, not explorers. And it’s not just Zijin. What was the last deposit that RIO found? Or BHP? Or FMG? The majors are terrible at exploration, despite the fact they have very large exploration budgets. Exploration isn’t just about having a big budget. A geologist working for a major for a wage in a cookie cutter position is going to be less hungry to find something than a prospector working for themselves for 0 dollars and funding early exploration themselves. Projects are largely found by individuals, they then get passed into exploration companies, which then get taken out by miners. Basically every (~90%) current lithium mine and the majority of lithium resources (excluding a lot of the Canadian plays) have been mapped and known about for a 100+ years. Most of them were old tin and tantalum mines. Adover, Kathleen Valley, Pilgangoora, Tabba Tabba, Bikitia, Manono, Greenbushes, Mt Marion, etc. were all discovered over 60 years ago, largely by individual prospectors. During the last lithium boom, if you wanted to find lithium, you toggled on/georeferenced the occurrences of old tin and tantalum workings, pegged the ground, and explored off that. Those days are done. Those are our current lithium mines and resources. So 100 + years of mapping and exploring has found the current mines and resources and we are still in a lithium deficit (spod currently at ~$US2400). I agree with @usuallyYJLee , there isn’t enough mapped lithium around to meet his 2030 bull case. Literally all of the Canadian plays would need to come online. So naturally sodium and other battery types will take a portion of the market for this fact alone. Zijin aren’t explorers. They are miners. Huge difference. A lot of countries don’t understand exploration. The idea of putting capital into what could be seen as a gamble is something they don’t get. They are happy to pay a premium for a nice resource, but the idea of spending a fraction of what they pay for a resource on a “gamble” seems silly. I personally think Zijin (and any major) will struggle to find more greenfields lithium. All the easy low hanging fruit deposits are gone. It’s now largely a drilling under cover game. Once you’ve dusted your first 4-5million on drilling, you start to think maybe it’s just easier to buy these things for a premium. Problem is there aren't really many options available. Exploration for lithium has been on a halt for several years and despite spod at a very healthy price of ~US$2400, it still hasn't picked up yet. Better get exploring soon or big trouble. To finish, on a side note, $PLS just hit an all time high! Cheers for reading!

@SkyNewsAust ... and Victoria will probably still vote them back in.

The Allan Labor government has been accused of showing “contempt for Victorians” after it withheld 950 pages of documents relating to CFMEU corruption on Big Build sites - despite the scandal costing taxpayers an estimated $15 billion. skynews.com.au/australia-news…

@jehovahcar500 @DFCgov @DFC_CEO Once the US exclusivity period runs out if a commercially acceptable offer has not been tabled CATL might step up. They are funding AVZ legal case and CATH are a long time cornerstone investor.

Kobold doesn’t have the money to secure the key Li asset in the DRC which $AVZ has legal rights to. If Trump/USA are genuine about securing Manono’s Li then the USA needs to nominate a new genuine entity that can pay $AVZ true commercial fair value +/- DFC funds. @DFCgov @DFC_CEO

@LithiumPriceBot @claudeai @pls_global DLI GT1 GL1 CXO

My assistant, @claudeai says we're in the #lithium bull 3.0 My @pls_global agrees While I love majors, we made good money on juniors and developers in 2.0 What are your favorite names?

@AlboMP If only we had technology solutions for long distance communication, without needing to make you into a hypocrite. Asking Australians to shoulder a burden working from home because of a crisis you failed to manage or have contingencies in place for (in spite of repeated warnings)

A quarter of Australia’s fuel comes from refineries in Singapore. That’s why I’m here, working with our international partners to keep fuel flowing for Australians. Because when things are uncertain around the world, strong relationships with our neighbours matter more than ever.

@JasonInAU @ElevraLithium CXO just award contract for restart mining, clearly they have faith in longer term pricing too.

🚨 Lithium Alert: China’s refineries are locking in ore 1–2 months ahead, traders’ stocks are at multi-week lows, and supply is narrowing fast. Spodumene prices? 🔥 A surge looks inevitable 🔥 Advantage #Lithium #Producer @ElevraLithium $ELV $ELVR #NAL m.mysteel.net/news/5118674-c…

@FuelAustralia If there is no problem with the supply, why is it so expensive? Didn't the government clamp down on price gouging?

Everyone's panicking about "25 days of diesel left." Here's what that number doesn't tell you. 25 days is what's physically in the tanks right now. It's not a countdown to empty — fuel is still arriving. We're independently tracking 28 inbound fuel tankers from 9 open sources (port schedules, AIS satellite tracking, shipping fixtures). ~1,100 ML of verified supply heading to Australian ports. Using this verified supply, diesel only extends to ~16 May (not good). However, there are almost certainly additional shipments being arranged through confidential industry channels we can't see — the government claims 53 ships / 3,700 ML. The truth is probably somewhere between my verified 28 and their 53. But here's what should concern you: 25 days of reserves has been roughly normal for Australia for years. We never built strategic storage. No 90-day IEA buffer. No sovereign reserve. We're not about to run dry next week. We're just permanently exposed — one chokepoint closure away from exactly this panic, every single time. Storage capacity and domestic production are the real fix. Not panic buying. fuelaustralia.org/reserves

@SkyNewsAust Yet they won’t vote away from the uniparty.

Australian voters have been quietly lowering the bar for so long that the mediocrity of our political class no longer shocks – it just exhausts, writes Caroline Di Russo. skynews.com.au/insights-and-a…

@QBCCIntegrity Put a special levy on LNG exports.

ABC just released an article “Japan assures Australia will get its ‘normal supply’ from Japan They’re promising to maintain supply of just 5% of Australia’s fuel, what’s taking increasing LNG supply and selling it at great profit That’s not a good deal abc.net.au/news/2026-04-0…

@Ryandally08 Covid broke the public’s faith in the establishment, the toothpaste doesn’t go back in the tube.

#BREAKING Anthony Albanese says people used to get their news from “channel 7, 9, ABC or 10” and there would be a “consistency about it” But complains that people are now getting news from “their device, which tells them all sorts of things that aren’t true” More like we know get the truth.