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OzBandit

@EVCurveFuturist

2,346
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Following
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Cosmic #Stardust , #Humanist , #Atheist . Futurist #ESG #Investor . Shaping #ElectricFuture via #Lithium & #BatteryMetals . #SustainableMining & #EV advocate - DYOR.

Australia
Joined March 2012
Don't wanna be here? Send us removal request.
@EVCurveFuturist
OzBandit
20 days
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.
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@EVCurveFuturist
OzBandit
4 months
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…
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@EVCurveFuturist
OzBandit
1 month
@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…
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@EVCurveFuturist
OzBandit
4 months
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
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OzBandit
1 month
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
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@EVCurveFuturist
OzBandit
1 month
🌍 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
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@EVCurveFuturist
OzBandit
3 months
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.
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@EVCurveFuturist
OzBandit
28 days
🚨 #LithiumDeficit Alert: By 2024, we're looking at a looming deficit in lithium supply. The EV revolution is outpacing lithium production. Time to accelerate the mining of large deposits! 🔋 #LithiumRush #EVBoom #SustainableEnergy #lithium #WR1 $LTR $LRS $VUL $AZS $GLN #PMT #A11
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@EVCurveFuturist
OzBandit
1 month
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
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
2 months
🚀 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
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
1 month
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
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@EVCurveFuturist
OzBandit
18 days
🚀🔋 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 🌍💪
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@EVCurveFuturist
OzBandit
1 month
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
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@EVCurveFuturist
OzBandit
11 days
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
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@EVCurveFuturist
OzBandit
3 months
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…
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@EVCurveFuturist
OzBandit
3 months
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
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@EVCurveFuturist
OzBandit
3 months
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
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@EVCurveFuturist
OzBandit
3 months
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…
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
3 months
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
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@EVCurveFuturist
OzBandit
1 month
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
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OzBandit
3 months
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
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
2 months
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
@DriveGreen80167
DriveGreenLiveGreen
2 months
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…
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OzBandit
3 months
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
@jczuleta
Juan Carlos Zuleta
3 months
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!
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@EVCurveFuturist
OzBandit
2 months
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…
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@EVCurveFuturist
OzBandit
3 months
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
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@EVCurveFuturist
OzBandit
2 months
🚀 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 🌬️💥
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@EVCurveFuturist
OzBandit
14 days
⚡️🚘 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
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@EVCurveFuturist
OzBandit
3 months
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
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@EVCurveFuturist
OzBandit
4 months
📢 Exciting News for #Lithium Bulls! 🚀 After 61 straight trading sessions, Lithium Carbonate Spot prices recorded their first daily gain since October 18, 2023! 📈🤯 #LithiumMarket $TESLA $BYD $LRS $LTR $PLS $LTM $SGML #WR1 $SYA $WML $MIN $GLN $BUR $LNR $PMT #NIS #WC8 $CXO
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@CarlCapolingua
Carl Capolingua
4 months
🚨 Breaking News #Lithium Bulls! Lithium Carbonate Spot logs first daily gain since 18 October 2023! 🤯 That's 61 trading sessions! 🗓️ #ASX $PLS $LTM $CXO $SYA $LTR $MIN $PMT
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@EVCurveFuturist
OzBandit
2 months
🚀 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
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@EVCurveFuturist
OzBandit
3 months
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
@jczuleta
Juan Carlos Zuleta
3 months
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.
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@EVCurveFuturist
OzBandit
5 months
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.…
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@EVCurveFuturist
OzBandit
4 months
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
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@EVCurveFuturist
OzBandit
27 days
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
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@EVCurveFuturist
OzBandit
2 months
#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
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@EVCurveFuturist
OzBandit
25 days
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
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@EVCurveFuturist
OzBandit
3 months
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
@HC_Haplo
Haplo
3 months
The lithium carbonate spot price graph has been reset to the same level as Apr 2021. How long will the flatline period last this time?
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@EVCurveFuturist
OzBandit
27 days
🔌 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
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@EVCurveFuturist
OzBandit
5 months
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! 📈…
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@EVCurveFuturist
OzBandit
3 months
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
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@EVCurveFuturist
OzBandit
3 months
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,…
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@EVCurveFuturist
OzBandit
4 months
Facing a tough #lithium market, remember the #CockroachTheory : Be the waiter, not the panicking patrons. Stay calm, observe market trends, and act with strategy, not fear. Composed responses can turn chaos into opportunities. #RenewableEnergy #Batterystorage #EnergyTransition
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@EVCurveFuturist
OzBandit
3 months
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,…
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@RodneyHooper13
Rodney Hooper
3 months
$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…
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@EVCurveFuturist
OzBandit
3 months
The facts are irrefutable... #lithium demand set to rise.
@Toro_AIM
𝙏𝙊𝙍𝙊
3 months
Battery inventories ⬇️ Chinese New Year ✅ 2024 Battery Production 📈 2024 Demand..........📈???
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
23 days
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!
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@EVCurveFuturist
OzBandit
28 days
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 🔋
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@EVCurveFuturist
OzBandit
10 years
Religion is primarily about control. About men's power and control, full stop. http://t.co/gj2KbpxDle
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@EVCurveFuturist
OzBandit
1 month
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
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@EVCurveFuturist
OzBandit
3 months
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…
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
3 months
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…
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@EVCurveFuturist
OzBandit
2 months
#WR1 a multigenerational lithium opportunity – this is the future. #Lithium #SustainableEnergy #ElectricVehicles #jamesbay #Canada
@RodneyHooper13
Rodney Hooper
2 months
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
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@EVCurveFuturist
OzBandit
4 months
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,…
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@EVCurveFuturist
OzBandit
1 month
China's NEV sales grew by 34% YOY in Q1 of 2024, while the US is on track for a 15% YOY increase. If this is what an 'EV sales crash' looks like, we say, bring it on! #EVs #ElectricVehicles #SustainableTransport #Growth #lithium #WR1 $LRS $LLI $LTR $VUL
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@EVCurveFuturist
OzBandit
6 months
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
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@EVCurveFuturist
OzBandit
10 years
This is what makes the term moral in religion an oxymoron. http://t.co/M0CzdQyrPR
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
4 months
Exploring the 2024 #lithium & European EV market: Strategic shifts, ESG focus, and market dynamics reshape the industry. China's influence, operational efficiency, and Europe's response are key. $LRS $LTR $PLS $LTM $SGML #WR1 $SYA $WML $MIN $GLN $BUR $LNR $PMT #KM1 #WC8 $CXO As…
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@EVCurveFuturist
OzBandit
3 months
It's finally official and confirmed by Jato: The No.1 selling car of 2023 is an Electric Vehicle, dethroning the fossil dinosaur from its perch. The EV era is most certainly in full swing🚗⚡ #ElectricVehicle #EVRevolution #TeslaModelY #SustainableFuture
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@EVCurveFuturist
OzBandit
3 months
🇩🇪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
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@EVCurveFuturist
OzBandit
6 months
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
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
2 months
Day 13 of the lithium market's contango choreography – futures pirouette above spot prices yet again, highlighting investor anticipation in the ongoing energy transition narrative. #LithiumMarket #CommoditiesDance #EnergyTransition #lithium #ElectricVehicles
@jczuleta
Juan Carlos Zuleta
2 months
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.
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@EVCurveFuturist
OzBandit
6 days
🚢✨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
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@EVCurveFuturist
OzBandit
10 days
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.
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@EVCurveFuturist
OzBandit
2 months
Final figures show January 2024 EV sales reached 1.1M units, up 66% YOY. BEVs made up 62.9% of sales. After 2.3M EVs sold in Q1 2023, Q1 2024 is set to surpass 3M. Data: EV-volumes Data Center. #EVs #SustainableTransport #BEV #ElectricVehicles #Lithium
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
1 month
Tesla's setting records with a planned, massive new 200+ Supercharger site in Florida, Yeehaw Junction, Osceola County. #Tesla are adding a new stall every hour, powering the #EVrevolution at lightning speed! ⚡🌍 #Supercharger #SustainableFuture #ElectricVehicles #Lithium #EV
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@EVCurveFuturist
OzBandit
4 months
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…
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@EVCurveFuturist
OzBandit
2 months
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.
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@EVCurveFuturist
OzBandit
2 months
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
@Mastermines_CN
Ian Zhang (Teo)
2 months
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
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@EVCurveFuturist
OzBandit
5 months
This will have huge implications on the lithium market! Stay posted. #lithium #evdisruption
@DavidFi_
David Finch
5 months
From BMO this morning re #lithium
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@EVCurveFuturist
OzBandit
5 months
@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…
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@EVCurveFuturist
OzBandit
4 months
2024 #Lithium Market Outlook: A blend of challenges & opportunities. While concerns of oversupply & softening EV demand persist, long-term growth driven by clean energy transition & EV battery adoption remains robust. $LRS $WML $BUR $LNR $PMT #WR1 $PLS $GLN $VUL $ASN $LTR $PIM
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
5 months
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
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@EVCurveFuturist
OzBandit
4 days
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
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@EVCurveFuturist
OzBandit
3 months
BYD licenses its LFP Blade battery technology for eight years to BorgWarner, a key supplier for GM & Ford, paving the way for advanced battery production in Europe and the Americas. #EVs #BYD #BorgWarner #Sustainability #Lithium #LFP #ElectricVehicles
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@EVCurveFuturist
OzBandit
5 months
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…
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@EVCurveFuturist
OzBandit
4 months
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
@EurozHartleys
Euroz Hartleys
4 months
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…
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@EVCurveFuturist
OzBandit
4 months
👏 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
@sparkes_dwayne
Dwayne Sparkes
4 months
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…
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@EVCurveFuturist
OzBandit
2 months
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
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@EVCurveFuturist
OzBandit
1 month
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
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@EVCurveFuturist
OzBandit
4 months
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
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@EVCurveFuturist
OzBandit
5 months
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
@alojoh
AJ
5 months
@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.
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@EVCurveFuturist
OzBandit
29 days
🇳🇴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
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@EVCurveFuturist
OzBandit
8 days
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
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