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@jczuleta "As anticipated following the rise in futures prices a few hours ago the stocks of the two major #lithium companies are skyrocketing today. Since the new development seems to be linked to a lithium operation halt it'll likely affect the spot prices sustaining the price rebound"
@jczuleta on X 2025-07-17 16:38:01 UTC 12.2K followers, 7551 engagements

"#Zimbabwe: The new #lithium operation will likely generate over 70ktpa of LCE and will be online by 2027. Hopefully by then many of the lithium demand shocks I have identified will have occurred and will not lead to a new wave of oversupply"
@jczuleta on X 2025-07-17 20:51:11 UTC 12.2K followers, 1640 engagements

"31 of the XX critical minerals (CM) demanded by the world are in #Bolivia So Villalobos finally agrees with me. It's a shame that an int'l organization would refuse to timely publish a report on #lithium & CM I prepared a few yrs ago bc it was too long"
@jczuleta on X 2025-07-20 04:17:09 UTC 12.2K followers, XXX engagements

"At mkt close today the average #lithium carbonate futures price rose by XXXX% exceeding the average LC spot price by CNY 4137 decreasing contango. Mkt sentiment is still up as reflected by all futures in the green & the most-traded futures contract almost reaching CNY 70k"
@jczuleta on X 2025-07-18 08:08:08 UTC 12.2K followers, 1582 engagements

"I wouldn't be too optimistic especially since most of the demand shocks I have identified haven't yet taken effect and a surge in EV demand alone won't be enough to push #lithium prices higher"
@jczuleta on X 2025-07-20 05:35:45 UTC 12.2K followers, 5525 engagements

"As of today the #lithium carbonate price (in dollars) has increased for XX consecutive days reaching over $9k/mt. In the last XX days the price of $Li2CO3 rose by XXX% while the prices of $SQM $ALB Tianqi & Ganfeng increased by XXXX% XXXX% XXX% & XXX% respectively"
@jczuleta on X 2025-07-15 03:56:07 UTC 12.2K followers, 9267 engagements

"At market close today the average #lithium carbonate futures price rose by XXXX% the highest increase since 11/13/24 surpassing the average LC spot price by CNY 3597 increasing contango. Market sentiment was back at its plenitude. But no one knows for sure if it will last"
@jczuleta on X 2025-07-15 00:21:42 UTC 12.2K followers, 4381 engagements

"A free advisory message for short-term investors: Expect a surge in the $SQM and $ALB stock prices tomorrow. #Lithium"
@jczuleta on X 2025-07-02 05:32:46 UTC 12.2K followers, 4904 engagements

"As of today the #lithium carbonate price (in dollars) has increased for XX consecutive days. In the last XX days the price of $Li2CO3 rose by XXXX% while the prices of $SQM $ALB Tianqi and Ganfeng increased by XXXXX% XXXXX% XXXX% and XXX% respectively"
@jczuleta on X 2025-07-10 05:15:26 UTC 12.2K followers, 11.1K engagements

"At market close today the average #lithium carbonate futures price increased by XXXX% exceeding the average LC spot price by CNY 4370 rising contango. Market sentiment was up again as reflected by all futures in the green"
@jczuleta on X 2025-07-18 00:55:38 UTC 12.2K followers, 3412 engagements

"At market close yesterday the average #lithium carbonate futures price declined by XXXX% surpassing the average LC spot price by CNY 3170 decreasing contango. Market sentiment was somewhat subdued as reflected by not all futures in the green"
@jczuleta on X 2025-07-17 04:40:35 UTC 12.2K followers, 1243 engagements

"It's crazy $SQM and $ALB are currently up more than X% and X% respectively on the New York Stock Exchange. This simply reflects their stocks' heavy dependence on the Chinese lithium spot and futures markets"
@jczuleta on X 2025-07-02 15:51:53 UTC 12.2K followers, 4303 engagements

"Just exchanged some views on the role of #lithium in teleportation"
@jczuleta on X 2025-07-19 17:20:13 UTC 12.2K followers, XXX engagements

"SK On announces that it will purchase 6kt #lithium hydroxide from a Korean refinery to produce cathode material at its factories in Korea and export to its battery manufacturing base in the US. However it is not clear where the Korean refinery will get the Li concentrates from"
@jczuleta on X 2025-07-18 06:23:27 UTC 12.2K followers, 2007 engagements

"#Bolivia can exploit most critical minerals such as antimony bismuth tin silver zinc gallium germanium indium #lithium #magnesium manganese niobium tantalum zinc germanium gallium among others. They include XX out of XX critical minerals"
@jczuleta on X 2025-07-20 03:37:37 UTC 12.2K followers, XXX engagements

"As predicted a few hours ago both $SQM & $ALB rallied today. #Lithium"
@jczuleta on X 2025-07-08 19:17:47 UTC 12.2K followers, 2332 engagements

"Just as with semiconductors as the US and Europe restrict the export of their technologies to China this move could only encourage remanufacturing in the West. Trade restrictions often lead to unexpected and harmful outcomes for those who impose them"
@jczuleta on X 2025-07-15 21:06:07 UTC 12.2K followers, 1525 engagements

"As a result of the #lithium carbonate price bottom I just announced Chinese and Australian lithium stocks are rising. We can expect the same for $SQM and $ALB tomorrow"
@jczuleta on X 2025-07-08 03:12:22 UTC 12.2K followers, 7536 engagements

"Scientists achieve 'magic state' breakthrough XX years in the making quantum computers could never be truly useful without it Live Science This paves the way for quantum computers to truly going beyond classical supercomputing. An incredible discovery"
@jczuleta on X 2025-07-20 02:28:56 UTC 12.2K followers, XXX engagements

"Chinese futures rule $SQM & $ALB's stocks. Following a slight decline earlier today the stock prices of the world's X largest #lithium companies are experiencing significant falls on the NYSE. Let's hope this will not impact the $Li2CO3 spot price next week. Stay tuned for more"
@jczuleta on X 2025-07-11 15:09:00 UTC 12.2K followers, 1567 engagements

"Stellantis retreats from #hydrogen. This is another good news for #lithium"
@jczuleta on X 2025-07-15 00:56:04 UTC 12.2K followers, 4533 engagements

"E Run to the End Xiaomi YU7's actual battery life is XX% off and the high-speed battery life is nearly 500km_Max_Test_Low Battery It couldn't be all perfect for Xiaomi right Would the rumors about a possible merger between Xiaomi & BYD now make sense"
@jczuleta on X 2025-07-20 09:44:56 UTC 12.2K followers, XXX engagements

"After midday #lithium carbonate futures prices rebounded today anticipating a recovery in spot prices tomorrow. Expect a positive impact on $SQM & $ALB's shares in a few hours just as was the case with Tianqi & Ganfeng at SMM's close. Stay tuned for further details"
@jczuleta on X 2025-07-17 07:26:45 UTC 12.2K followers, 2978 engagements

"Enjoyed the interview. Found the new ESG -DOD dychotomy interesting but doubt about its validity in other countries besides the US. REE separation tech is urgently needed in the West. Lastly the discussion about #lithium refining should factor in final product demand issues"
@jczuleta on X 2025-07-20 18:39:18 UTC 12.2K followers, 1075 engagements

"@geoffreykarren Although some destocking may have occurred this month following the rebound in prices it's uncertain whether the trend will reverse anytime soon. "As of Jun XX 2025 China's cumulative #lithium carbonate sample inventory stood at 140kmt.""
@jczuleta on X 2025-07-20 07:46:49 UTC 12.2K followers, XXX engagements

"Farassis Energy supplies an eVTOL company in China with its #lithium semi-solid batteries. This company's all-solid-state batteries are expected to be used in eVTOL and humanoid robots in the future"
@jczuleta on X 2025-07-18 06:32:31 UTC 12.2K followers, XXX engagements

"A #Nuclear #Fusion Breakthrough May Be Closer Than You Think The fuel sourcestritium & deuteriumcome from.seawater and #lithium & should be cheap to produce compared to fossil fuels. By 2030 Li may become an energy source not just an energy carrier"
@jczuleta on X 2025-07-20 03:22:01 UTC 12.2K followers, 1071 engagements

"As of today the #lithium carbonate price (in dollars) has increased for XX consecutive days reaching almost $9k/mt. In the last XX days the price of $Li2CO3 rose by XXXX% while the prices of $SQM $ALB Tianqi & Ganfeng increased by XXXX% XXXX% XXX% & XXX% respectively"
@jczuleta on X 2025-07-14 02:42:58 UTC 12.2K followers, 9745 engagements

"As of today the #lithium carbonate price (in $) has increased/remained constant for XX days reaching $9450/mt. In the last XX days the price of $Li2CO3 rose by XXXX% while the prices of $SQM $ALB Tianqi & Ganfeng increased by XXXX% XXXX% XXXX% & XXXX% respectively"
@jczuleta on X 2025-07-21 03:06:52 UTC 12.2K followers, 3378 engagements

"Chamber approves report calling for annulment of agreement between #Codelco and $SQM for #lithium exploitation: Will Boric's government comply with this ruling I doubt it. This contract is the cornerstone of Boric's lithium strategy"
@jczuleta on X 2025-07-01 14:44:38 UTC 12.2K followers, 1030 engagements

"Amazing This will only increase the use of #lithium batteries and humanoid robots. Exciting time ahead"
@jczuleta on X 2025-07-17 19:07:27 UTC 12.2K followers, 1597 engagements

"As investors realized that spot #lithium carbonate prices (in dollar terms) in China were bottoming out today shares of $SQM and $ALB the world's largest Li companies by market capitalization surged XXXX% and XXXX% their highest levels since April X and April X respectively"
@jczuleta on X 2025-07-08 22:30:46 UTC 12.2K followers, 3287 engagements

"At market close today the average #lithium carbonate futures price increased by XXXX% exceeding the average LC spot price by CNY 3502 slightly widening contango. Market sentiment remains upward but far less optimistic than yesterday as not all futures are in the green"
@jczuleta on X 2025-07-16 01:09:41 UTC 12.2K followers, 1691 engagements