Ron Loewen retweetledi
Ron Loewen
38.4K posts
Ron Loewen
@ronloewen
Former broker with 30yrs venture capital experience. Investing in early stage lithium/cobalt exploration. Seek independent advice from a qualified broker.
Vancouver, BC Katılım Aralık 2009
6.9K Takip Edilen7.6K Takipçiler
Ron Loewen retweetledi
Ron Loewen retweetledi
Which held its value better since 2000, gold or stocks? Here’s how $10K in each performed 📈
This graphic, created in partnership with @bullionvault, shows how a $10K stake in gold and a $10K stake in the S&P 500 grew from January 2000 to October 2025.
visualcapitalist.com/sp/bv01-gold-o… #bv01
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Ron Loewen retweetledi
Solar power is so obviously the future for anyone who can do elementary math
Jesse Peltan@JessePeltan
The anti-solar mind virus has infected the GOP. There are still plenty of principled conservatives, but they’re being drowned out by ideologues and cronies. Look at this chart and tell me again how solar isn’t “real energy.”
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Ron Loewen retweetledi
Copper is approaching a pivotal inflection point, in my view.
Just as $2,000/oz was a defining level for gold, the $5/lb threshold carries similar significance for copper.
Once this level is decisively breached again, I believe copper could enter a phase of price discovery much like what we saw with gold.
Copper is central to nearly every major infrastructure initiative of the coming decade — ranging from data centers and onshoring to grid modernization, the resurgence of manufacturing, residential development, and more.
Exciting times likely ahead for overall metals in my view.
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Ron Loewen retweetledi
The energy transition is intensifying, with solar energy leading the way. Let's keep an eye on the evolution of all factors (including #lithium).
Jan Rosenow@janrosenow
A HISTORIC MILESTONE: For the first time, solar power generated more electricity globally than nuclear, making it the world’s 4th largest power source. In just 5 years, solar output nearly tripled—from 79 TWh (Apr 2020) to 233 TWh (Apr 2025). The energy transition is speeding up.
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Ron Loewen retweetledi
Indonesia’s Nickel supply was disrupted by a tragic landslide—reminding us how vulnerable global sources can be.
$ACDC's project in B.C. is developing #Nickel responsibly to provide a secure, environmentally-conscious alternative.
Details: bit.ly/4mAlHW1
#Mining #EV
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Ron Loewen retweetledi
Visualizing Europe’s Dependence on Chinese Resources ⛏️
elements.visualcapitalist.com/visualizing-eu…
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Ron Loewen retweetledi
🚀 AI's booming demand means massive energy needs!
Our latest article dives into why domestic #Lithium is the key to powering the future of data centers and securing US energy independence.
🔗to LinkedIn Newsletter via :bit.ly/4kmFuXg
(🇨🇦 $NILI.v | 🇺🇸 $NILIF | 🇩🇪 #DJ5C)
#AISupplyChain #CriticalMinerals
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Ron Loewen retweetledi
Ron Loewen retweetledi
America Needs Lithium. Surge Has It. 🇺🇸
The U.S. is racing to secure critical minerals—and lithium tops the list.
Surge Battery Metals is answering the call with the highest-grade lithium clay resource in the United States.
With 11.2 Mt of LCE and grades up to 3,843 ppm Li, Nevada North is shaping up to be a cornerstone of America’s energy future.
(🇨🇦 $NILI | 🇺🇸 $NILIF | 🇩🇪 DJ5C)
#Geology #Lithium #RareEarths #Trump #Mining #CriticalMinerals
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Ron Loewen retweetledi
China makes up around 50% of the global e-commerce market. It’s no surprise that many global trends in e-commerce are coming out of China.
Astounding chart from @tejparikh90’s latest FT piece. 1/
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Ron Loewen retweetledi
At market close on Thursday, May 22, 2025, average #lithium carbonate futures prices increased by 1.36%, exceeding average LC spot prices by CNY 1,628, increasing contango. Market sentiment was positive for the second consecutive day, as reflected by all futures in the green.
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Ron Loewen retweetledi
As Canada imposes steep tariffs on Chinese EVs and is pledging for faster project approvals, the shift toward a homegrown clean energy economy is gaining steam.
Grid is optimistic—seeing opportunity in the push to strengthen domestic supply chains. A big play is underway.
Let’s watch how it unfolds: bit.ly/4ko6JAv
$CELL $EVKRF #CriticalMinerals #CleanEnergy #EV #SupplyChain
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Ron Loewen retweetledi
While I was discussing affordable EVs as a source of a #lithium/EV demand shock, general affordability was increasing in China. A tenuous line between "business as usual" demand and demand shocks of various types and magnitudes is starting to emerge.
International Energy Agency@IEA
Global electric car sales rose by 35% in the 1st quarter of 2025. The growing affordability of electric models is helping drive this momentum. In China, two-thirds of all electric cars sold last year were cheaper than their conventional equivalents 👉 iea.li/4iS7hNH
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Ron Loewen retweetledi
If you believe parts of the media electric vehicle sales stalled.
The data tells a very different story: Global electric car sales are accelerating at an unprecedented pace. Over past 3 years sales nearly tripled—reaching 17.3m new registrations in 2024 up from 6.5m in 2021.
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Ron Loewen retweetledi
Mining enough copper to develop the world will require its price to more than double, says study
phys.org/news/2025-05-c…
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Ron Loewen retweetledi
Charted: ChatGPT’s Rising Traffic vs. Other Top Websites visualcapitalist.com/charted-chatgp… via @visualcap
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Ron Loewen retweetledi
