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@matt_fernley "The release of @Q2Metals' Exploration Target for the Cisco project puts it squarely at the top table in terms of hard rock #Lithium projects worldwide. Q2 published an ET of 215-329Mt @ 1.0-1.38% Li2O. While not a resource the magnitude of the estimate suggests that this could grow into a world-scale project"
@matt_fernley on X 2025-07-25 08:15:43 UTC 4993 followers, 4946 engagements

"I asked a technical analyst to flag key resistance levels in the GFEX lithium carbonate future and they flagged Rmb70000/t (US$9.7/kg) as the next breakout level Rmb77900/t (US$10.8/kg) as a prior trend trigger and if prices went through that medium-term targets around Rmb82850-102100 (US$11.5-14.2/kg). What would that mean for stocks Well at prices around US$10.8/kg most low-cost brine assets are profitable and that only becomes more so at US$11.5-14.2/kg. It's a similar situation for miners with implied SC6 prices around US$850-900/t at the Rmb77900/t level and north of US$1000/t at levels"
@matt_fernley on X 2025-07-18 09:20:38 UTC 4978 followers, 10.1K engagements

"Big move in #Lithium carbonate futures to close the week out and it's been a huge move off the bottom in recent weeks. But's it's not atypical for lithium to trade like this as we've seen before. Average SpodCon price is now above US$800/t (US$810/t) with prices as high as US$840/t being quoted. That's quite a change from the US$617/t (SC6 CFR China) level we saw in June"
@matt_fernley on X 2025-07-25 06:47:58 UTC 4994 followers, 15.9K engagements