Picked up my first EV, a Tesla Model Y RWD, in Sydney and drove it to Coffs Harbour! Since age 10, I've dreamt of a future without petrol fumes & noisy ICE cars. Charged effortlessly with Tesla Superchargers. From my last ICE in 2012 to now, the future is here and its electric.
By 2030, China's electrification crusade may render ICE cars obsolete in China, signaling more than an environmental triumph. This strategic pivot is set to disrupt global auto industries, positioning China as the unequivocal leader in EV innovation and production. $LRS $PLS $LTR…
@VigilantFox
A fact check of some of the claims:
COVID came from a lab: The origins of COVID-19 are still under investigation, but the scientific consensus is that it emerged from a natural reservoir in bats and jumped to humans, likely through an intermediary animal species. There is no…
Global EV sales hit 13.8 million in 2023, with a projected rise to 17.5 million in 2024, spotlighting the escalating demand for lithium to meet battery production needs.
#LithiumMarket
#EVsales
#lithium
$LRS $LTR $PLS $LTM $SGML
#WR1
$SYA $WML $MIN $GLN
CATL's new battery redefines the EV game again: 1.5M km range, 0% degradation after 1K cycles, & 15-year warranty. Rapidly heading toward 2M km battery. Testament to China's lead in battery tech & EV innovation. 🚗🔋
#ElectricVehicles
#Innovation
#Lithium
🌍 Ethiopia, population 128M, bans ICE vehicle imports effective immediately, aiming to cut oil dependence & leverage its 97% renewable energy. Amid forex challenges, this marks a significant leap in the electric vehicle transition. ⚡
#lithium
#EVFuture
With CATL's Jianxiawo
#lithium
mine shutdown looming, a 3% global supply cut could push the market from surplus to deficit in 2024. Gov incentives & strong stock performance hint at optimism, yet a major short squeeze remains elusive. Volatility remains.
Tesla Model 2, ready by '25 with CATL MP3 batteries. Charges 10 mins for 400km, better in cold, priced at 25k aprox, longer range. More industry shake-up & disruption from '23's top-seller. ICE OEM's should be afraid, very afraid..
#TeslaModel2
#EVFuture
Digging into
#lithium
lepidolite research, it turns out
@sparkes_dwayne
predictions were spot-on. China churned out ~97kt LCE from 12 lepidolite mines in 2023. But it seems the lepidolite party might be winding down, as current prices have left half of these in the red.
#Rebound
🚀 Signs continue pointing north for the lithium market! A steady climb in prices suggests we might be seeing more than just a flash in the pan. The rebound case strengthens. 💹
#Lithium
#MarketWatch
#WR1
$LRS $LTR $PLS $GLN
#GL1
$AZS $MIN $LTM $PMT
#WC8
$AGY $AZL $SYA $VUL $DLI
Concerns over
#lithium
demand debunked. Someone tell those analysts - EV market sales are surging in early 2024! 🚗💡 Jan-Feb: USA +21%, Sweden +3%, Belgium +42%. China's NEV early March +39%, 1.214M units YOY, up 38%.
#ElectricVehicles
#EVsOnTheRise
For the first time in a year, lithium futures have cruised above the 60-day MA. This could be the trend reversal we've been waiting for. Too early to pop the champagne? 🥂🚀
#Commodities
#Trading
#InvestmentTrends
Quality projects
#WR1
$LRS $GLN $LTR $AZS $PLS $LTM $MIN $PMT $WES
China's NEV market is on fire! March 1-24 saw an 84% monthly & 39% yearly increase, hitting 490K units. YTD sales soared to 1.55M, up 38% from last year, with a penetration rate of 48%. The march toward stomping out ICE in the country is in force! 🔌
#EV
🚀🔋 China is outdoing itself in the EV market, kicking serious arse and ICE into the curb! Sales of electric vehicles have now surpassed 50%, a goal many thought wouldn't be achieved until 2028.
#EVRevolution
#ChinaLeads
#FutureIsElectric
#Lithium
🌍💪
Xiaomi SU7 snags 50,000 orders in 27 mins! Max spec boasts a 101 kWh CATL Qilin battery, 800km range (656km WLTP) & 0-100 in 2.78s. With a peak speed of 265 km/h, and fast-charging of 510 km in 15 mins on China's advanced chargers, it's game-on.
#XiaomiSU7
We're witnessing a pivotal shift: the ICE car market contracted by 32% since 2020, dropping to an estimated $97.8B as we steer into 2025. This seismic shift signals more than innovation; it's the prelude to the imminent collapse of ICE supply chains and total EV domination!
#EV
January 2024's NEV sales in China continued their upward trajectory, reaching 700,000 units—a significant 71.6% YOY growth from January 2023's 408,000 units. The industry's top five contributors were BYD, with 201,493 units; Tesla, with 71,447; Geely, with 65,826; Changan, with…
A shift in the
#lithium
landscape today. Domestic chemical prices dip, while ore stands firm in China's spot market. LC futures surge 6.14%, outpacing spot prices by CNY 3,111. Contango returns, waving goodbye to a brief backwardation stint.
#CommodityMarkets
#MarketTrends
2023 EV sales hit 14.2M units, up 35%. Tesla MY tops with 1.21M, followed by BYD Song & Tesla M3. EVs are 15% of global sales, with record 82GWh battery installed. 🇨🇳 leads, 8.4M units. 🇺🇸🇨🇦 & Europe see significant growth.
#ElectricVehicles
#2023Trends
…
Jan's global EV sales jumped 69% YOY, despite a 26% drop from Dec, reflecting market volatility & strong demand. EU CO2 regs may boost growth, but balancing EV adoption with lithium supply is key, requiring innovation in battery tech.
#EVGrowth
$LRS
#WR1
$SYA $PLC $BUR $PIM $LNR…
Check it out 👀 Lithium is on the recovery trail, but don't get your boots on just yet... this could be the start of something, or it could be a flash in the pan. Stay tuned! 📈
#Lithium
#MarketWatch
#WR1
$LRS $LTR $PLS $GLN
#GL1
$AZS $MIN $LTM $PMT
#WC8
$AGY $AZL $SYA $VUL $DLI
Seeing
#lithium
prices drop? Think of it as the market's short-term panic offering a long-term opportunity. The market is never right in the long term. Lithium, crucial for the tech and EV future, is on sale. Today's red portfolios are tomorrow's green gains. GLTAH
#LongTermGain
Nio launches the first mass-produced 150 kWh semi-solid battery pack, hitting a new high with an energy density of 260 Wh/kg and a range of up to 1,055 km on a single charge. Your turn Kodak, err I mean Toyota.
#Innovation
#Nio
#ElectricVehiclesc
#lithium
BYD is quietly becoming an automotive titan, with ambitions as electric as their vehicles! Setting their sights on a record-breaking 4 million New Energy Vehicle sales by 2024, they're not just leading the charge — they're redefining it.
#ElectricVehicles
#BYD
The Spodumene Concentrate Index (CIF China) shows signs of recovery at $1,013/mt. Rebound offers a measure of relief to Australian spod suppliers & the battery material sector.
#Lithium
#MarketWatch
#WR1
$LRS $LTR $PLS $GLN
#GL1
$AZS $MIN $LTM $PMT
#WC8
$AGY $AZL $SYA $VUL $DLI
The
#TeslaSemi
is hitting the roads soon with a game-changing 500-mile range & 0-60 in 20 sec, even when fully loaded! With fast-charging Megachargers & a goal of 50k units/year by 2024, it's set to revamp sustainable trucking. 🌎⚡️
#ElectricVehicles
#TruckingRevolution
#lithium
CATL absolutely crushing it with nearly 40% of the EV battery market! 🚀 BYD's growth is impressive too, even though they lost some market share. EV world picking up speed with massive 60% jump in battery capacity. Strong shift towards cleaner energy. 🔋🌱
#EVrevolution
#lithium
January Global Automotive Battery Report: CATL Leads with 39.7%, BYD Follows with 14.4%
According to the latest report from South Korean market research firm SNE Research, the global installed capacity of electric vehicle batteries in January 2024 reached 51.5 GWh, marking a…
Lithium's economic impact is set to soar over the next 30 years, driving the green tech revolution and reshaping energy markets. Essential for batteries, its value in the global economy cannot be overstated.
#LithiumEconomics
#GreenTech
#FutureEnergy
In the new criticality matrix (2025-2035), the main uses of critical minerals are as:
1) Battery metals
2) Semiconductors
3) Permanent magnets
4) Light-weight metals
5) Catalytic converters
#Lithium
is on its way to rule the world!
Sipping my morning smoothie & pondering the future of battery tech &
#lithium
. 🌅🔋 Beyond Tesla Bots & electric vehicles, there's a whole world of untapped potential waiting to be explored. This story is still in its embryonic stage.
#Innovation
#GreenTech
$LRS
#WR1
$VUL $LTR
As…
With surging demand for EVs & energy storage,
#LithiumMarket
is on the brink of a sharp V-shaped recovery by mid-2024. Prepare for a dynamic shift as prices are expected to rebound, reflecting the increasing value of this crucial battery metal. DYOR
#Lithium
#contango
$ESG $LCE
🚀 A shift in the breeze is on the horizon for
#WR1
! With its undervalued assets catching the market's eye, we could be on the cusp of seeing this hidden gem soar during the short squeeze. The winds of change could be bringing something big.
#Lithium
#Investing
#ASX
🌬️💥
⚡️🚘 EVolution in action! The rate of EV battery replacements due to failure has plummeted from 7.5% to a mere 0.1% over a decade, showcasing incredible advances in reliability, even as the EV market skyrockets. LFP leads!
#EVs
#BatteryTech
#GreenEnergy
Exciting news in the
#EV
space! LG Chem and GM ink a monumental $18.6B deal to supply battery materials for the next decade. This partnership will fuel the production of batteries for 5 million EV's, involving 35,000 tons of
#lithium
!
#ElectricVehicles
🚀 Ganfeng, leading the global
#lithium
market, mirrors patterns also seen in SQM, Tianqi, and Albemarle. Trend echoed by Australia's top producers, $PLS and $MIN. Consistent bounce suggests a strong market recovery, with Feb 5th marking the turnaround date. 🔋
#MarketTrends
In the
#lithium
market, 'contango' means futures prices are above the spot prices, hinting at an expected price rise. This pattern often precedes a recovery, suggesting that lithium might see a rebound. Thanks
@jczuleta
Quality projects first. $LRS
#WR1
$PLS $BUR
#LithiumMarket
All
#lithium
chemical and ore prices but 1 (which went up) remained constant today in the Chinese stock market. The average futures LC fell by 0.12%, still exceeding the average spot LC price by CNY 1,112, & maintaining the contango process that has been going on for 21 days now.
U.S. BEV sales soar! Q3 2023 sees a 143% jump from Q3 2021, and a 44% increase from Q3 2022. Totaling 90,246 more units year-over-year, BEVs now represent 7.5% of all auto sales. Top performers: Tesla Model Y & 3, Chevy Bolt, Rivian, Ford Mustang Mach-E, Hyundai IONIQ 5, VW ID.4.…
China's EV Market Leaps Forward in 2023
Total vehicle sales: 30.1 million
BEVs: 6.7 million (22.3% of total)
PHEVs: 2.8 million (9.3% of total)
NEVs (BEVs + PHEVs): 9.5 million (31.6% of total)
A monumental shift towards electrification!
#EVMarket
#ChinaEVs
#lithium
$LRS
Despite naysayers & FUD, Australia's EV market is surging! 2023 saw a dramatic rise, doubling sales to 87,000 BEVs & by Q1 2024, there are over 180,000 EVs cruising the Oz roads. Growth remains solid & future, bright.
#EVsAustralia
#SustainableTransport
#China
's
#NEV
market keeps growing! March 1-10, retail sales of passenger NEV surged to 154k units, a 39% YOY increase & a 64% rise from last month. 2024 is off to a strong start with 1.214 million units sold so far, up 38% YOY.
#CPCA
#ElectricVehicles
Q1 2024 sees 4.4M EVs sold globally, up 25% YOY. China and Europe lead, while the US lags. 2024 projections: over 16M EVs, market penetration >20%. Despite slowing growth rates, robust adoption continues.
#ElectricVehicles
#GreenFuture
#EVs2024
#Lithium
Lithium prices have circled back to April 2021 levels, hitting a flatline. Will history repeat or will new trends emerge? Watch EV market shifts and policy changes to gauge when the tide will turn.
#LithiumMarket
#CommodityTrends
#InvestingInsights
$LRS $PLS
#WR1
$PMT $BUR $LNR
🔌 The future is electric! The 3 biggest EV makers are charging ahead with remarkable growth. Tesla, BYD, & VW Group are setting the pace, showcasing that the shift to electric is not just a trend, but the road ahead. 🚗⚡️
#ElectricVehicles
#Disruption
#TSLA
#BYD
#VW
#lithium
#EV
Market manipulation can't last forever. Lithium prices are bouncing back as the unsustainable buyer's strike ends, with a sharp restocking surge highlighting the essential value and demand for this critical battery component. Watch as
#LithiumCarbontate
futures soar! 📈…
Unfazed by the detractors and advancing, Norway's EV market zooms closer to 100% electric sales, marking a record-breaking month. The drive towards a sustainable future is in full throttle! 🚗⚡
#EVrevolution
#SustainableFuture
#Norway
#lithium
Tesla's unveiling the world's largest Supercharger in Kern County, CA, with 164 stalls on a 100% renewable microgrid. Features include solar canopies, Megapack batteries, and 16 pull-through chargers, powered by a nearby Tesla solar farm. This jaw-dropping, world-class project,…
Despite Toyota's promises of Solid State Batteries since 2020, they remain unseen. Meanwhile, Chinese automaker IM Motors is launching the IM L6 Model in April 2024 with solid-state tech & an impressive 1000km range.
#ElectricVehicles
#Innovation
#lithium
Forecasting lithium demand is a blend of art and science in our swift-moving market. Revisions are frequent, hinting that many may not fully grasp the rapid pace of the energy transition. Embracing S-curve exponential growth, and factoring in EV and energy storage adoption,…
$ALB has updated its
#lithium
demand forecasts. More bullish on demand growth than we are for 2024. Interesting to note their estimates on increased inventory change and EV production growth. That's where the difference lies. Let's hope they're right.
@AlbemarleCorp
has lowered…
The 9.7k
#BYDSeagull
is not just making waves; it's causing the western auto industry to shit their pants! Low priced & high-tech features, it's like watching giants turn into babies before the might of EV innovation. The revolution is here!
#EVRevolution
CATL & BYD plan to slash EV battery prices by 50% in 2024! 🚗💡 Cost-cutting & production optimization bringing LFP batteries down to ~$56.47/kWh, saving manufacturers $3,000 USD+ per vehicle. A major win for EV affordability!
#EVs
#BatteryTech
#Lithium
From 7,200 in 2010 to a staggering 10.3 million in 2023, the growth of pure
#electricvehicle
sales is the epitome of transformation. It's a narrative of gradual change and sudden leaps - proving that the EV revolution is not just coming, it's already here!
The Winsome good news train keeps on rolling 🚂💨. A new discovery of 61.5m at 1.62% Li2O at Adina, combined with the potential for fast-tracking production by retrofitting a diamond hub for lithium processing, signals smart investments and swift progress.
#Lithium
#ESG
#WR1
🔋
While the West debates EV myths, wasting time with FUD, Chinese Chery Automobile proves action speaks louder. Their NEV, the PHEV Fulwin A8, is making waves with a live test to showcase its 2000km range. Progress over debate.
#CheryFulwinA8
#EVRevolution
In January 2024, BYD's exports exploded by 247%, a striking signal of its impending global dominion. With total sales hitting 3 million vehicles in 2023, including a formidable 1.6 million BEVs, and an astounding profit growth of 86.49%, BYD's trajectory is not just upward—it's…
EV prices diverge sharply: U.S., Europe, & Japan near $60K, while China stays competitive below $30K. This graph spells out a tale of innovation and scale - with Australia also riding the wave with boom in EV sales.
#EVMomentum
#TechProgress
#EV
#lithium
BYD's new USD $11k EV ad might just have legacy automakers wondering if they're in the wrong century. Affordable electric is here, leaving gas guzzlers in the rearview mirror. Who knew the future would be so.. budget-friendly? 🚗💨
#ByeByeGas
#HelloSavings
#ElectricVehicles
#BYD
BYD sets a bold 2024 target: 4M units, with 2M BEVs & 2.2M PHEVs. Prioritizing affordability, cost reduction, smarter vehicles, & global production expansion. A clear & present danger to ICE OEMs. Big ICE players firmly in their crosshairs.
#BYD
#EVFuture
Updated Figures - By 2030, China is set to dominate the auto industry with its swift EV adoption, powered by robust policies & manufacturing strengths, steering the global shift towards electrification.
#ElectricVehicles
$PLS $LRS $LTR $AZS
#WR1
$LNR $BUR $PIM $LLI $PMT $MIN $BYD…
When the market is in turmoil, we can only control the controllables.
@WinsomeRes
has expanded the Adina Main Zone strike length with further high-grade intercepts. We believe a 100MT resource is on the cards at Adina. Market cap US$112M.
#Lithium
As I savored my morning smoothie, my thoughts wandered through the evolving lithium space, leading me to an undeniable conclusion: lithium's presence in the electric vehicle battery market remains crucial and vibrant.
The Zeekr 007's launch on December 27, 2023, in Hangzhou,…
Exciting times! 🚀 AKE's Mt Cattlin plant central to the buzz, $WML's promising Jan assays, $BNR's EPA progress, and now $NIS with high-grade spodumene and 140km of cores for Lithium re-assay. The area's mining potential is skyrocketing! 🔋
#Lithium
#Boom
SQM tags Australia as "the next bowl of
#lithium
production," eyeing more projects like the $2.6B Mount Holland. They're bullish on Australia's spodumene for EVs, citing low costs & high environmental standards.
#SQMWesfarmers
$AZS
#WC8
$LTR $PLS $MIN $LTM
🇩🇪EU: 20% of coal fleet to close in next 2 years, falling below 100GW. Germany leads closures.
🇺🇸US: Closed 22.3GW of coal plants in the last 2 years.
🇨🇳China: Approvals exceed closures, needs to close more plants for climate goals.
#renewableenergy
Credit:
@CleanPowerDave
Lithium prices down again today, but EV sales continue to show exponential growth. This suggests that the recent decline in lithium prices is likely to be short-lived, as demand from the EV industry is expected to remain strong.
#lithium
#EVs
#commodities
#ElectricVehicles
#ESG
Debunking EV myths in the face of a $28 trillion ICE industry's FUD! Read the truth behind 21 common misconceptions about electric vehicles and see how they pave the way for a cleaner future. Let's clear the air together!
#EVs
#Sustainability
#FactCheck
All
#lithium
chemical & ore prices, except seaborne chemical, lepidolite & SC Au-Br, increased today in the Chinese spot market. Average LC futures prices fell by 1.22%, surpassing average LC spot prices by CNY 7,944, resulting in a contango for the 13th consecutive trading day.
🚢✨China launches the Greenwater 01, the world's largest electric container ship, featuring a massive 50 MWh battery. That's equivalent to about 806 Tesla Model Y RWD batteries! Disruption accelerating!🌱🔋
#SustainableShipping
#ElectricVessels
#Lithium
TSLA +10% today. Imagine for a moment that Ross Gerber or Gary Black convinced you to dump your $TSLA stock 7 days ago.
#Lithium
next in line.
#BurnTheShorts
Stop listening to retards and start paying attention to the fundamentals.
Tesla's market share in Europe climbs, defying imaginary decline narratives. UK EV sales hit 24.8% in Feb '24, with 22.9% YOY growth, highlighting Tesla and Chinese brands' rise. Electric, diverse, global: the future of mobility.
#EV
#Tesla
#lithium
#ESG
China is not just progressing but accelerating along the S-curve of EV adoption, a hallmark of disruptive innovation. Their aggressive measures to phase out Internal Combustion Engine vehicles are outpacing initial expectations, signaling a shift that could see the country…
BEVs soar with a 385% sales jump from 2019 to 2023, while ICE vehicles face a 14% fall. The future's steering clear of fossil fuels and away from the cave dwelling dinasours. There is no try, there's only do or do not.
#EVRevolution
#SustainableDriving
#EV
Australian EV sales hit record 9.6% market share in February with 10,011 sales, doubling January's figures. Tesla dominates over half the market, follwed by BYD & MG. Momentum continues, with over 100k sales expected in 2024 due to new emissions standards.
With China's lithium carbonate production up 5.4% YoY but down 23% MoM, and lepidolite's 33% drop, spodumene's value shines brighter amid environmental priorities.
#LithiumMarket
#SpodumeneBoost
#lithium
As predicted -
#China
produced 32kt
#Lithium
Carbonate in Feb 24, up 5.4% YoY but down 23% MoM
Note that production from lepidolite has dropped by 33% MoM
Expect limited production from lepidolite due to little to no profitability + strong environmental focus ordered by Beijing
@sparkes_dwayne
Spot on with the complexity and cost issues of lepidolite due to its higher deleterious elements. Your examples puts it into perspective. Totally agree that the market might swing back to spodumene and brine once these limitations are widely recognized. Plus, the recent issue…
BYD's Seagull EV, now aggressively priced under $10k in China, shakes up the auto market. Its affordability & range challenge both ICE & other EV makers, potentially speeding up the EV transition & forcing price adjustments.
#EVRevolution
#AutoIndustry
Lithium stock uptick fuels optimism, suggesting the downturn in EV battery metals may be nearing its end. This aligns with the robust EV market growth, including a 50.7% increase in US EV sales in 2023.
#LithiumMarket
#EVTrends
#InvestmentOpportunities
#EV
US EV sales saw an impressive 71% surge in Q1 2024 vs. 2022, with a notable rise in non-Tesla models as well! Signifies a broadening market for electric vehicles, driving toward a more sustainable, resilient future. 🚗⚡️
#EVs
#CleanEnergy
#Sustainability
The global electric vehicle (EV) market is experiencing a notable shift in growth dynamics as it moves from a period of rapid expansion to a phase of more stabilized growth, which can be considered a normalization of sales rather than a slowdown. This normalization is a sign of…
Trent warns of underestimated costs & lower recoveries in the
#lithium
sector. Spodumene recovery rates are below 70%, signaling tighter supply & higher prices ahead. Don't overreach trying to time the bounce or bottom – market dynamics can be unpredictable. $LRS $PLS $SYA $LNR
For the industry, our analyst Trent Barnett points out that today's PLS result should remind the market that:
AISC for lithium producers are way higher than studies say –the spodumene price needs to be high for mines to be profitable and justify the capex.
Recoveries…
👏 Diving deep into the commodities market, the analysis drawing parallels between
#lithium
and
#ironore
showcases a keen understanding of market dynamics. Impressive insights on China's strategy and its impact on global pricing. A must-read for investors!
#MarketTrends
…
A couple of days have passed now and I’ve slowly recovered from reading the GS supply table. Some more ramblings on the current lithium market whilst I sip my morning coffee (managed to get this one down).
Following on from my previous post regarding lepidolite production within…
Winsome poised for growth with over 100mt in resources at Adina, aiming for 150mt by year-end, including 50mt in indicated/measured categories. High lithium grades & systematic exploration -} bright prospects. 📷
#Lithium
#Mining
#WR1
@helios_newy
#ESG
Since inception,
#BYD
is kicking some serious sales goals, rapidly emerging as an automotive powerhouse.
2003: Entry into the automotive industry
2008: Sale of the first NEV
2016: 1 million NEVs sold
2022: Stop ICE production
2024: Sale of 7 million NEVs
Toyota's stance on EVs shows the arrogance of incumbency, a sad tale in the 4th industrial revolution. Clinging to past glories, badly outpaced in the rapidly evolving EV market. Another cautionary tale of a giant too slow to change
#RIPToyota
#Disruption
A surge in Battery Electric Vehicle demand, with annual sales set, to jump by over 10 million units between 2025-2028. Peak growth expected in 2027, adding a whopping 13 million BEVs to the road.
#Sustainability
#AutoTrends
#CleanEnergy
#lithium
@tonyseba
@TheDriven_io
@DanielBleakley
Peak BEV demand acceleration still lies ahead. These charts try to illustrate/quantify the magnitude. Between 2025 and 2028 will see the greatest yoy increases with annual demand growing yoy by >10 million vehicles.
🇳🇴Norway sets a global benchmark!🌍By 2025, it will be the first country to ban sale of ICE cars & mild hybrids & have over 50% of all vehicles on the road as full electric BEVs. Cohesive policies and public support towards a sustainable future!
#Lithium
It’s 9AM, overcast & our Tesla Y EV is charging thanks 2 our 10kW rooftop solar. Harnessing clean, organic power of the Australian 🌞—free & sustainable⚡ compared 2 blood oil -> Middle East, & we're feeding extra⚡back into the grid, making💰! How good is that?
#RenewableEnergy