Dave Lewis

How can a gold mine generate millions of $$$ without mining new ore? In Episode 3 of The Resource Insider, I visit the San Agustín mine, @HeliostarMetals’ cash engine in Durango, Mexico. Discover how residual leaching is fueling Heliostar’s growth, how the team is supporting the community, and what it means for the future of the business. Full episode link in reply. 👇 #gold $HSTXF $HSTR $HSTR.v

$BNZ / BNZ.ax / $BZ / $BZ.v delivers its thickest high-grade hit at Glenburgh: 79m @ 4.4 g/t Au from 534m at Zone 126, ~70m down-dip. Backed by 44m @ 4.6 g/t and 20m @ 2.6 g/t. Lenses 1–4 remain open at depth. Full announcement here: loom.ly/-a1sQF4

@RKEquityRocks @LithiumIonBull @RodneyHooper13 @usuallyYJLee Love this. It does seem like an obvious inflection doesn’t it. Great interview, thanks guys!

🔥NEW VIDEO🔥 @LithiumIonBull and @RodneyHooper13 welcome back @usuallyYJLee of Arcane Capital Advisors for a timely deep dive into his outlier bullish thesis on lithium demand. 🔑 Key Themes: 1. Demand Surprise Incoming? YJ is forecasting global lithium demand of 1.6 million tons in 2025—well above consensus—and sees a sharp inflection into deficit territory by Q4 this year. His 2030 forecast of 4.4 million tons is 1M tons higher than Albemarle’s. 2. EVs + Energy Storage + More From surging China EV sales and battery energy storage (BESS) buildouts to under-the-radar demand from e-buses, container ships, and even humanoid robots, YJ walks through where traditional forecasts fall short—and how cumulative “small” applications could drive major upside. 3. Boom/Bust to Boom Again? After a brutal downcycle, oversupply fears may be overblown. Many marginal projects are delayed or shelved, while low prices are now unlocking new demand globally. With Arcane’s 15-year fund track record outperforming clean energy indices, YJ shares where he’s deploying capital now—and why his team believes lithium equities are at compelling entry points. Watch the full discussion here 👉 youtu.be/QhxpGBQ5HG8

@robert_ivanhoe 🤞

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We are going to need more lithium.

Forget about rare earth minerals. We need more copper npr.org/2025/03/16/nx-…

“If you’re going through hell, keep going”

@BenzMining has implemented its 2025 drilling campaign at the Glenburgh #Gold Project. #Galt has been excited to be involved with the re-commissioning of the exploration camp, & supervision of drilling activities for Benz Mining to achieve their targets. #mining #miningindustry

@GarrettGoggin I cut this out of the WSJ 20 years ago. I planned to be ready when the inevitable real bull market arrived.

The biggest Gold bull market since the 1970's and nobody cares. We have a long way to go.

@lukester588 But for a while now. All one has had to do is follow what is happening in Asia and stay out of Chinas way in terms of prices. They are installing batteries and solar. Oz solar. Texas. Vvvv b

Read some condescending remarks from antinuclear "greens" past few days, who think renewables are adequate to vault us into a zero carbon future. I'm posting this for their future reading. Debunk their fears. FWIW I consider their posture really foolish. medium.com/generation-ato…

once you learn how the sausage is made in your industry, some of the glamour falls away once you've worked in three or five industries, you realize it's all sausage, humans have never produced anything that wasn't sausage, and if you think you see non-sausage— nope, sausage

Great interview by our director Blair Way via Kitco Mining at @the_PDAC 2025 following our cesium announcement and explaining the potential ramifications for Patriot: youtu.be/9f0bv8X7iNk?si… $PMET $PMT

@Fat_Electrician @eadatt When they land here in their solar powered ships.

I hope I live long enough to see the sheer disappointment on aliens’ faces when we explain that we’ve had nuclear energy since the 1950s, yet we still burn coal—because hippies in the ’60s and ’70s were too fucking stupid to differentiate a nuclear bomb from a power plant.

@ausstockchick @AltechBatteries Another theme being underestimated debated here in USA. But is already playing out in Asia /OZ- Texas. Like it happened already and it is working.

Grid storage is essential. Storing energy when it's cheap like excess solar during the day and discharging when prices are high will help reduce electricity costs for consumers. @AltechBatteries plans for CERENERGY® battery modules to provide grid storage solutions. $ATC

@sparkes_dwayne @GreenOriginInv Patriot spent the years drilling out the Reserve at CD5. So that's it likely. “world class”.

@GreenOriginInv This graph can’t be correct. There’s not a single exploration company looking for lithium on the ASX atm. They’ve all switched to gold (PLC, TG6, MI6, etc.)

🔋🔋LITHIUM EXPLORATION SPENDING Even with soft lithium prices, exploration spending continued to increase. With the current supply glut and challenging outlook to 2030 will this continue? Furthermore, how will any of these mines go into production without a higher lithium prices? Share prices have collapsed by 80% in many cases from their highs. $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA

Global #BESS installations are surging past previous forecasts. @rhomotion's 2025 projection of 348GWh matches the avg. 2028 forecast from publicly available data I could find. Are we now on a trajectory to over 1TWh by 2030? #Lithium #EnergyStorage

About 90 minutes until launch of the first ever USD #Lithium Carbonate physical-futures contract! Y’all ready for a US price for Lithium? Delivery into Baltimore? Not just onshore Chinese index-weighted pricing?

@JodyDahrouge Its a no brainer. At these prices I will take beaten down hard rock tier 1 location and size. Back it up.

I am betting 2025 sees a strong Lithium price recovery. Worldwide demand is growing at seemingly far greater rates than predicted, particularly for battery energy storage systems (BESS). cnevpost.com/2025/02/27/chi…

@jczuleta Thanks for these updates. Great stuff.

Except for all but 1 domestic #lithium carbonate & hydroxide, as well as lepidolite prices, which fell, all other Li chemical & ore prices remained unchanged today in the Chinese spot market. Despite the good news from the NEV market, prices continue to be depressed.