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@jczuleta "Well this is happening amid some significant shifts in the Chinese market like Australia's share dropping from XXXXX% in July to XXXX% in August. Are we on the verge of a structural change in the #lithium market"
X Link @jczuleta 2025-10-15T17:04Z 12.7K followers, 1913 engagements

"It's absolutely amazing how @Tesla is so close to BYD in revenue considering they have only X models. What is BYD missing here It all points to a need for BYD to reconfigure its business strategy. Maybe producing some PHEVs is not such a good idea Just guessing. #Lithium"
X Link @jczuleta 2025-10-16T14:19Z 12.7K followers, 1276 engagements

"Chiles environmental agency has fined $ALB nearly $340k for violations at its #lithium operations in Atacama for exceeding its approved water extraction limits between Oct 2019 & 2020 drawing an average of XXXXX lps which is above what was authorized"
X Link @jczuleta 2025-10-04T03:52Z 12.7K followers, 2582 engagements

"$SQM's Salar Futuro Project aimed at improving the productive efficiency of #lithium operations in Salar de Atacama & the Carmen chemical plant raises its budget from $1.5B to $2B. Will start by mid 2026 involving XX pilot tests of DLE & other techniques"
X Link @jczuleta 2025-09-05T05:07Z 12.7K followers, 1348 engagements

"Spodumene refinery residues can be used in direct #lithium extraction as highly effective adsorbents in brine operations. Companies like $ALB $SQM & others that have both types of Li production in their portfolio may want to explore this synergy"
X Link @jczuleta 2025-09-05T22:29Z 12.7K followers, 1302 engagements

"At market close today the average #lithium carbonate futures price rose by XXXX% surpassing the average spot price by CNY 2352 increasing contango. Market sentiment has become highly volatile & uncertain but demand for the white metal continues to climb. Li shocks are on"
X Link @jczuleta 2025-10-15T21:25Z 12.7K followers, XXX engagements

"#BYD joins the solid-state battery party. It promises "solid-liquid parity" by 2030 for 40k vehicles. Too little too late #Lithium"
X Link @jczuleta 2025-10-13T02:01Z 12.7K followers, 1853 engagements

"As of today #lithium carbonate prices (in U.S. dollars) have clearly started to rise again in the Chinese spot market marking the third consecutive day of increasing prices. Although it's still too early to confirm we're at a new bottom there is reason for optimism"
X Link @jczuleta 2025-10-17T02:44Z 12.7K followers, 2687 engagements

"As of today the #lithium carbonate spot price (in dollars) has increased for the second consecutive day while the price in CNY remains unchanged. Stay tuned for more updates on this topic"
X Link @jczuleta 2025-10-16T03:24Z 12.7K followers, 1536 engagements

"Also as we approach midday trading in the Chinese futures market all #lithium carbonate futures prices are rallying. Let's see if this behavior can be sustained until the end of the day. Stay tuned for further details"
X Link @jczuleta 2025-10-16T03:16Z 12.7K followers, 1615 engagements

"At market close today the average #lithium carbonate futures price was up XXXX% surpassing the average LC spot price by CNY 4023 increasing contango for the third consecutive day. Market sentiment is back probably after positive news from the EV segment of the market"
X Link @jczuleta 2025-10-16T22:48Z 12.7K followers, XXX engagements

"SMM's projections for #lithium-ion & all-solid-state batteries for 2030 & 2035. X takeaways are: 1) ESS Li-ion battery demand will grow from 2024 to 2030 at a CAGR of 27%. 2) Global all-solid-state battery penetration is expected to reach X% by 2030"
X Link @jczuleta 2025-10-14T01:12Z 12.7K followers, 1440 engagements