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# ![@GreenOriginInv Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1860761509061701633.png) @GreenOriginInv Green Energy Investor

Minbos Resources is close to finalizing financing for its Cabinda phosphate fertilizer project in Angola. Vulcan Energy received a $104 million grant for its zero-carbon lithium and geothermal energy project. Several lithium-related developments are underway, with increasing demand and potential supply constraints driving growth in the sector.

### Engagements: [-----] [#](/creator/twitter::1860761509061701633/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1860761509061701633/c:line/m:interactions.svg)

- [--] Week [------] +28%
- [--] Month [-------] -19%
- [--] Months [-------] +53%
- [--] Year [---------] +424%

### Mentions: [--] [#](/creator/twitter::1860761509061701633/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1860761509061701633/c:line/m:posts_active.svg)

- [--] Week [--] -35%
- [--] Month [---] -22%
- [--] Months [---] +118%
- [--] Year [-----] +101%

### Followers: [-----] [#](/creator/twitter::1860761509061701633/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1860761509061701633/c:line/m:followers.svg)

- [--] Week [-----] +1.30%
- [--] Month [-----] +9.50%
- [--] Months [-----] +78%
- [--] Year [-----] +278%

### CreatorRank: [-------] [#](/creator/twitter::1860761509061701633/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1860761509061701633/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  74.03% [cryptocurrencies](/list/cryptocurrencies)  64.94% [stocks](/list/stocks)  57.14% [automotive brands](/list/automotive-brands)  31.82% [financial services](/list/financial-services)  29.22% [currencies](/list/currencies)  20.78% [countries](/list/countries)  18.18% [technology brands](/list/technology-brands)  16.88% [travel destinations](/list/travel-destinations)  1.3% [celebrities](/list/celebrities)  1.3%

**Social topic influence**
[$pls](/topic/$pls) #34, [$qtwo](/topic/$qtwo) #2, [$sgml](/topic/$sgml) #5, [$atlx](/topic/$atlx) #1, [$min](/topic/$min) #6, [$vul](/topic/$vul) #1, [$ltr](/topic/$ltr) #2, [$rio](/topic/$rio) #79, [$alb](/topic/$alb) #23, [$igo](/topic/$igo) #5

**Top accounts mentioned or mentioned by**
[@elonmusk](/creator/undefined) [@grok](/creator/undefined) [@evcurvefuturist](/creator/undefined) [@access_variaba](/creator/undefined) [@shangguanjiewen](/creator/undefined) [@moonshaman9279](/creator/undefined) [@bencbai](/creator/undefined) [@mark4xx](/creator/undefined) [@teslaownerssv](/creator/undefined) [@lithiumionbull](/creator/undefined) [@adi_mbull](/creator/undefined) [@adamlowisz](/creator/undefined) [@comingsoon_okr](/creator/undefined) [@levithunderbold](/creator/undefined) [@nigghusbkillin](/creator/undefined) [@usuallyyjlee](/creator/undefined) [@daando37](/creator/undefined) [@theapeofgoldst](/creator/undefined) [@silversanta](/creator/undefined) [@deptofcountry](/creator/undefined)

**Top assets mentioned**
[Pulsechain (PLS)](/topic/$pls) [Q2 Holdings Inc (QTWO)](/topic/$qtwo) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) [Minswap (MIN)](/topic/$min) [Realio Network (RIO)](/topic/$rio) [Alien Base (ALB)](/topic/$alb) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Tesla, Inc. (TSLA)](/topic/$tsla) [JPMorgan Chase (JPM)](/topic/$jpm) [Boyd Gaming Corporation (BYD)](/topic/$byd) [GammaSwap (GS)](/topic/$gs) [UBS Group AG (UBS)](/topic/$ubs) [Infinity Natural Resources, Inc (INR)](/topic/$inr) [Litentry (LIT)](/topic/$lit) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Lucid Group Inc (LCID)](/topic/$lcid) [Eastman Chemical Company (EMN)](/topic/$emn) [SPDR GOLD ETF (GLD)](/topic/$gld) [SSV Network (SSV)](/topic/$ssv) [Gradium (GRD)](/topic/$grd) [Meme Alliance (MMA)](/topic/$mma) [Chromia (CHR)](/topic/$chr) [Public Masterpiece Token (PMT)](/topic/$pmt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"๐Ÿ”‹๐Ÿ”‹LITHIUM DESTOCKING CHINA This is the first time I see such analysis coming out of SMM for China. Were in consolidation territory. As the demand-supply picture becomes clearer a new path will be found. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $TLG $EMN https://twitter.com/i/web/status/1956972639492444616 https://twitter.com/i/web/status/1956972639492444616"  
[X Link](https://x.com/GreenOriginInv/status/1956972639492444616)  2025-08-17T06:53Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹COMEX DEFAULT INCOMING I found this article on silver market stress and what may happen in March illuminating. $AGMR $GRSL $KUYA $EXN $SOMA $B $SIL $SLV $SILJ https://t.co/VrppsMxTCg https://t.co/VrppsMxTCg"  
[X Link](https://x.com/GreenOriginInv/status/2019452376491446689)  2026-02-05T16:45Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹BATTERY ENERGY STORAGE BOOM BYD just announced signing another 12.5GWh of energy storage with Saudi Electricity Company bringing the operational & construction figures in Saudi Arabia to a massive 25.5GWh The kingdom has roared up the world rankings for grid-scale batteries and is now in a close race with Germany to take the number [--] spot for globally deployed storage behind only China and the US. The implication is that well witness a demand catalyst which will drive demand for lithium graphite phosphate and other chemicals in the coming months and years. $BYD $TSLA $CATL $LGES $SQM $PLS"  
[X Link](https://x.com/GreenOriginInv/status/1890967618091167761)  2025-02-16T03:33Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹BENCHMARK LITHIUM PRICE A slight cooling of the spot price but the fundamentals of the lithium market are going from strength to strength. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $GLN $PMET $ABAT https://twitter.com/i/web/status/1961733893612277943 https://twitter.com/i/web/status/1961733893612277943"  
[X Link](https://x.com/GreenOriginInv/status/1961733893612277943)  2025-08-30T10:13Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM BRIGHT SPOT Some green amongst the red. $LIT Mysteel daily reporting on China #lithium market 20260213๐Ÿ‘‡ Please click the link below if you wish to know more information about China's lithium-ion #battery industry https://t.co/NpxUNR9tPg https://t.co/Kfi8OaSPlB Mysteel daily reporting on China #lithium market 20260213๐Ÿ‘‡ Please click the link below if you wish to know more information about China's lithium-ion #battery industry https://t.co/NpxUNR9tPg https://t.co/Kfi8OaSPlB"  
[X Link](https://x.com/GreenOriginInv/status/2022143909053558808)  2026-02-13T03:00Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE FLOOR Seems nearly everyone has commented on this so why be left out - this is very good news at this stage of the lithium cycle. $PLS $LIT $GLN $EMH $AGY Strong data point demonstrating robust demand for #spodumene - $1000 price floor with no capped upside PLUS $100M interest-free pre-pay for the off-take. Well done @henderson_dale @pls_global $PLS https://t.co/zGSgSFA59Y Strong data point demonstrating robust demand for #spodumene - $1000 price floor with no capped upside PLUS $100M interest-free pre-pay for the off-take. Well done @henderson_dale @pls_global $PLS"  
[X Link](https://x.com/GreenOriginInv/status/2021047500657000618)  2026-02-10T02:24Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹SOTKAMO SILVER I am a latecomer to this one. However as it recently cooled of its highs and SPROTT has been buying recently I decided to come aboard. I have calculated value of this company based on $75/oz silver price and it is printing cash which should be reported soon I hope. $SILJ $SIL $SLV $VSO.F Sotkamo Silver PE Ratio sensitivity. https://t.co/OwXPbNdZOj Sotkamo Silver PE Ratio sensitivity. https://t.co/OwXPbNdZOj"  
[X Link](https://x.com/GreenOriginInv/status/2021302948228210847)  2026-02-10T19:19Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹GOLD Lower CPI - AI deflation - more competitive dollar - BRICS - National Debt - the pressure to lower interest rates is irresistible - no $KAU $GLD $GDX $SOMA $ORV $GG.V US Core CPI Tumbles To Slowest In [--] Years https://t.co/uvkghSSMgj US Core CPI Tumbles To Slowest In [--] Years https://t.co/uvkghSSMgj"  
[X Link](https://x.com/GreenOriginInv/status/2022310104532726168)  2026-02-13T14:01Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹COMMODITIES SUPERCYCLE The need for the US to do something about us National Debt the debasement thesis industrialization and abandonment of the rules based order still stand more than ever and this is super bullish for commodities. $COPX $LIT $GDX $GLD $SIL $SILJ $SLV We now have: [--]. US President with a [------] price target on the Dow [--]. New Fed Chair who is "required" to cut interest rates [--]. $2000 stimulus checks back in discussion [--]. US government buying $200 billion in mortgage bonds [--]. New $1.2 trillion funding bill signed into We now have: [--]. US President with a [------] price target"  
[X Link](https://x.com/GreenOriginInv/status/2020514106273362159)  2026-02-08T15:04Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER SILVER USA check out this case study on the value add of implementing a solar PV project at a school. This is likely to accelerate. Solar PV demand will continue to boom in the US meaning they need silver silver and more silver. $APGO $AGMR $EXN $BML $MMA $IVR $SSV In [--] yrs this #solar installation at an Arkansas high school turned the districts budget from a $250K deficit to a $1.8 million surplus. They're using the surplus to pay teachers more We have the solutions. Implement them. #ActOnClimate #ClimateAction #climate #NoWarNoWarming https://t.co/YDMsCVw0Ks In [--] yrs this #solar"  
[X Link](https://x.com/GreenOriginInv/status/1996796116910985683)  2025-12-05T04:17Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹THE COMMODITIES TRIO Gold Silver and Copper. If ever three wise men bring you gifts - insist on these. $AGMR $SOMA $CGNT $MMA.V $PEX.V $B $SSA.V $GLD $SIL $SILJ $EXN $AAG $AGX Charted: Gold Silver Copper & S&P [---] returns over [--] months ๐Ÿ“ˆ Read more: https://t.co/hav30pVbKg https://t.co/Mqhv5DWJ2b Charted: Gold Silver Copper & S&P [---] returns over [--] months ๐Ÿ“ˆ Read more: https://t.co/hav30pVbKg https://t.co/Mqhv5DWJ2b"  
[X Link](https://x.com/GreenOriginInv/status/1998017833129951389)  2025-12-08T13:12Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM BANDWAGON BOOM Great to see positive reaffirmation from the finance sector. [----] will be the year of lithium. European Metals Holdings looks exciting in the short term. DFS due anyway $QTWO $GLN $AGY $ATLX $PLS $SGML $LTR $CHR #WR1 #A11 $LKE $EMH $LIFT Morgan Stanley on Lithium ๐Ÿ‘‡ Lithium demand is beating expectations driven by a surge in Energy Storage Systems (ESS). ESS production is up 70% YoY and MS expects another 50% growth in [----] tightening the supplydemand balance. China lithium carbonate prices have already https://t.co/a5ryXrWxyp Morgan Stanley on Lithium ๐Ÿ‘‡ Lithium"  
[X Link](https://x.com/GreenOriginInv/status/2000778089585106990)  2025-12-16T04:00Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹COPPER BOOM ๐Ÿ’ฅ Read Marks assessment carefully. Junior mining stocks still hold great value. Its last orders.hurry. I recently invested in $ESM.TO Good luck $CGNT $SURG.V $MMA.V $TRBC.V $ORV $SOMA $BHP $VALE $RIO $FMG $GLEN "Stratospheric New Highs": The Copper Hoarding Has Begun. ๐Ÿš€ Copper isn't just rallying. It's preparing for a supply shock of historic proportions. The Catalyst: Anticipation of U.S. tariffs is causing a massive physical hoard. โžก Refined copper is flooding into the U.S. with https://t.co/5K3QFlYxIT "Stratospheric New Highs": The Copper Hoarding Has Begun. ๐Ÿš€ Copper"  
[X Link](https://x.com/GreenOriginInv/status/2000901093228995049)  2025-12-16T12:09Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM SPOT FORECAST Without doing any regression analytics or deep cross sectional data analysis but just by observing DFS numbers being reported - to meet the growth in demand I expect the new normal to be $30000 per mt. $PLS $SGML $ATLX $FL.V $EMH $LKE $AGY $GLN $GRD $CHR #WR1 #A11 $KOD As of today the spot price of #lithium carbonate (in $) reached $14026 per mt marking the highest level since Jun [--] [----]. It's the 9th consecutive day of price increases. We appear to be heading toward a $ 16k milestone. A new bottom on Dec [--] [----] is about to be confirmed https://t.co/ch2DjClUWV As"  
[X Link](https://x.com/GreenOriginInv/status/2002989270231888291)  2025-12-22T06:27Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM SUPPLY IS FALTERING I like thiswill lithium do a silver Probably. $PLS $QTWO $GRD $CHR $GLN $AGY $SGML $LIFT $LKE $VUL $EMH this isn't #lithium demand waking up. it's supply failing quietly for months & finally getting priced. forecasts priced sc6 nameplate. reality delivered sc5.0 to [---]. delays cuts & partial ramps. selected major projects: [----] kt on paper. [----] kt produced. dec '25 snapshot. https://t.co/jx5ySb2sCJ this isn't #lithium demand waking up. it's supply failing quietly for months & finally getting priced. forecasts priced sc6 nameplate. reality delivered sc5.0 to"  
[X Link](https://x.com/GreenOriginInv/status/2004770410056090060)  2025-12-27T04:24Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM MARKET TRENDS Great to see YJLee back on the channel. Watching this with a coffee โ˜• now. Were simply not bullish enough on batteries. Lithium is busting out. $LIRC $QTWO $GRD $LIT $EMH $VUL $GLN $AGY $PLS $NILI $LAC $LKE ๐Ÿ”ฅ [----] Pod Up w/ @usuallyYJLee ๐Ÿ”ฅ Why lithium prices spikedand why this rally feels different Are ESS shipments driving real demand or just inventory Can supply keep up with a 2Mt+ lithium market Is silver the next structural deficit trade ๐Ÿ“บ https://t.co/UxuaQJ8WyQ ๐Ÿ”ฅ [----] Pod Up w/ @usuallyYJLee ๐Ÿ”ฅ Why lithium prices spikedand why this rally feels different Are"  
[X Link](https://x.com/GreenOriginInv/status/2009665541401903542)  2026-01-09T16:36Z [----] followers, [----] engagements


"Sorry not $SYG but $SGA.AX Sarytogan Graphite"  
[X Link](https://x.com/GreenOriginInv/status/2010249190841147666)  2026-01-11T07:15Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM BULL MARKET There are many lithium investments one could add to their portfolio. Cannot fault $SGML to be there as a high quality investment. Another interesting one would be $ATLX and of course $QTWO as the monster early stage resource. However $LIT is riding high. Well done to all those that positioned themselves more than [--] months ago ๐Ÿ’š and I still say that I am very impressed with $PLS the most. Final comment - Mark is a smart guy. LITHIUM BULL RUN IS BACK THIS STOCK IS READY TO RIDE IT $SGML ๐Ÿš€ Today I reopened a position in Sigma Lithium my favourite lithium stock. Here's"  
[X Link](https://x.com/GreenOriginInv/status/2011274660017815912)  2026-01-14T03:10Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER SAYS ILL BE BACK And.it always is. $AGMR $AGLD $SOMA $ORV $GWM $GG $SIL $SILJ ๐Ÿšจ Silver Futures just snapped back to $91.61 after getting flushed. Liquidity sweep oscillator reset. Beat the market ๐Ÿ“ˆ Join our Substack. https://t.co/5LfxVMDWVJ https://t.co/TrvE3u7lwp ๐Ÿšจ Silver Futures just snapped back to $91.61 after getting flushed. Liquidity sweep oscillator reset. Beat the market ๐Ÿ“ˆ Join our Substack. https://t.co/5LfxVMDWVJ https://t.co/TrvE3u7lwp"  
[X Link](https://x.com/GreenOriginInv/status/2011841913746571551)  2026-01-15T16:44Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹THE LITHIUM PRICE BULL ๐Ÿ‚ I reiterate - we are in a lithium bull market. I repeat: ๐ŸฅŠ [----] was the year of stabilization ๐ŸฅŠ [----] is the year of realization ๐ŸฅŠ [----] will be the year of the boom ๐Ÿ’ฅ $QTWO $PLS $GRD $INR $PMET #WR1 $GLN $AGY $LIT $ATLX $SGML #LITHIUM futures heading to lunch STRONGER ๐Ÿ’ช ๐Ÿ” +4.7% = best gain since 13-Jan swing high โœ… ๐Ÿ” Close near high CRITICAL to confirm 142.1k as new point of demand + hold 138k-148.5k demand zone ๐Ÿง ๐Ÿ” Next supply = 174.06k swing high ๐ŸŽฏ $MIN $PLS $IGO $LTR $PMT $ALB $LAC $LIT $SQM https://t.co/aP4Mwt5Qwk #LITHIUM futures heading to lunch"  
[X Link](https://x.com/GreenOriginInv/status/2013461084854985137)  2026-01-20T03:58Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM IRON MANGANESE PHOSPHATE LMFP Telling you way in advance - $FRB.AX most impressive manganese investment I have seen. The lithium bull market will carry certain metals with it eventually. DYOR - still multiple bags left $LIT $SQM $MIN $LTR $RIO $GLEN"  
[X Link](https://x.com/GreenOriginInv/status/2013482663357882420)  2026-01-20T05:24Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹SOLAR AND EVs Want to understand in artistic way whats driving lithium and silver demand Pour a drink ๐Ÿฅƒ and have a listen ๐Ÿ™‚ $LIT $ALB $INR $NILI $QTWO $PMET $LAC $RIO $GLEN Just dropped a new track: Sun for Free. Its about the quiet shift already underway EVs solar batteries and the moment energy stopped being something you buy and started being something you capture. No slogans. No politics. Just physics.โšกโ˜€#LFP #EnergyTransition #Solar https://t.co/cXzhNWrXW0 Just dropped a new track: Sun for Free. Its about the quiet shift already underway EVs solar batteries and the moment energy"  
[X Link](https://x.com/GreenOriginInv/status/2014342288441577609)  2026-01-22T14:20Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM & BATTERY METALS The lithium bull is running loose. What to do You have a real physical bull market premised on massive industrial transformation. Therefore for existing producers its time to be old fashioned and get back to valuations. $SGML.V and $PLS.AX are good. DYOR For developers determine how long you are willing wait - for example I waited on $KOD.L and $ATLX I also like $GLN and $AGY Emerging developers - the market darling is $QTWO.V and $PMET.V Upcoming micro caps - I kinda like $GRD.V And finally USA focus - it has to be $NILI #Lithium https://t.co/4eKFNgbydM #Lithium"  
[X Link](https://x.com/GreenOriginInv/status/2014552143550873679)  2026-01-23T04:13Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM IN EUROPE It does look like that Europe is going to emerge as a massive consumer of battery metals. Therefore strategic companies for lithium graphite copper manganese etc will really benefit. $VUL $EMH $EMN $TLG $SGA $ESM.TO $KNI"  
[X Link](https://x.com/GreenOriginInv/status/2014651024586461240)  2026-01-23T10:46Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM TAIL WINDS Its amazing to see multiple transformations on one platform - lithium ion batteries which makes them a General Purpose Technology. Imagine BESS deployment as ubiquitous as light bulbs ๐Ÿ’ก. $LIT $ALB $PMET $BRW $ATLX $SGML $FL.V $LIFT $RIO $LAC Batteries are the lightbulb of the 21st century: Global BESS deployment up 51% in [----] to [---] GWh with another 50% jump expected in [----] to [---] GWh (enough to power 50m UK homes for a full day) The age of stored energy isnt coming; its already here https://t.co/CxSY23gJas https://t.co/Np7Spl8t1S Batteries are the lightbulb of the"  
[X Link](https://x.com/GreenOriginInv/status/2014685322110714150)  2026-01-23T13:03Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER Just bought $AGMR and $SAM @Ptasznikdemon I'm fully allocated @Ptasznikdemon I'm fully allocated"  
[X Link](https://x.com/GreenOriginInv/status/2017311668985073771)  2026-01-30T18:59Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM SHARE PRICE SCORE A lot of green. Some interesting reds on the YTD. Take a look at $NILI $AGY $INR could be a good entry point. ๐ŸŸข NEW: #Lithium Scoreboard January [--] [----] https://t.co/cgU0VpdwSG ๐ŸŸข NEW: #Lithium Scoreboard January [--] [----] https://t.co/cgU0VpdwSG"  
[X Link](https://x.com/GreenOriginInv/status/2017824822244606340)  2026-02-01T04:58Z [----] followers, [----] engagements


"@daando37 Perspective"  
[X Link](https://x.com/GreenOriginInv/status/2017954946998796653)  2026-02-01T13:35Z [----] followers, [--] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM BULLS @daando37 provides good analysis on various commodities. Good to be connected to those seeking deeper insight. $LIT $PLS $SGML $RIO $QTWO read between the lines: futures pulled back so refineries stopped offering spot. buyers closed old back priced tons. sellers don't want to de stock. that's not 'oversupply'. that's a market w/ weak liquidity & tight prompt availability around cny & planned outages. prices can read between the lines: futures pulled back so refineries stopped offering spot. buyers closed old back priced tons. sellers don't want to de stock. that's not"  
[X Link](https://x.com/GreenOriginInv/status/2018557007922622467)  2026-02-03T05:27Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹COPPER BULLISH This is super bullish for copper. $COPX $CGNT $SURG $SCMI $PEX $CLA.AX $HGO.AX $ESM.TO China the worlds largest consumer of industrial metals is looking to expand its copper inventories to secure supply https://t.co/iLaWw9bWOy China the worlds largest consumer of industrial metals is looking to expand its copper inventories to secure supply https://t.co/iLaWw9bWOy"  
[X Link](https://x.com/GreenOriginInv/status/2018679883782566257)  2026-02-03T13:36Z [----] followers, [----] engagements


"@MrBreakouts Come on $HGO"  
[X Link](https://x.com/GreenOriginInv/status/2018935782791323650)  2026-02-04T06:32Z [----] followers, [--] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER PRICE ACTION At this stage with fundamentals intact and even $GOOGL announcing double AI spending to $185bn - the structural deficit in silver will simply be exacerbated. Therefore its better to focus on the overall monthly silver price performance rather than the hourly movements even though its entertaining. Silver miners are printing ๐Ÿ’ต above $70/oz. $SIL $SILJ $SLV $AGMR $EXN $KUYA $GRSL $BML $EQTY Incredible volatility continues in the precious metals markets. Silver ran to $90 to only tumble nearly $17/ounce to $73/ounce before rebounding. This is something else"  
[X Link](https://x.com/GreenOriginInv/status/2019299716618678689)  2026-02-05T06:39Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE From Benchmark Mineral Intelligence. There has been a pullback in the lithium spot price. However look at all commodities including gold silver copper all of them have pared their gains. Extreme leveraged speculators are being flushed out in general before another leg up in a general commodities Supercycle. All long term fundamentals remain but in the short term we are beholden to momentum and leveraged positions. $LIT $COPX $GDX $GLD $SIL $SILJ $SLV https://twitter.com/i/web/status/2019448498547224732 https://twitter.com/i/web/status/2019448498547224732"  
[X Link](https://x.com/GreenOriginInv/status/2019448498547224732)  2026-02-05T16:30Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹GOLD & SILVER WILL BOOM ๐Ÿ’ฅ It seems the new Fed chair believes in a productivity miracle which enables a drop in interest rates. Couple that with a weak labor market. $SIL $SILJ $SLV $GDX $GLD $COPX $LIT $GOOGL $TSLA $META $MSFT $APPL $NVDA"  
[X Link](https://x.com/GreenOriginInv/status/2019479725878730886)  2026-02-05T18:34Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹COMMODITIES IN DEMAND Amazon updates on massive AI spending and that means infrastructure which means power and commodities. Silver copper lithium graphite aluminum its all in demand. We are in the midst of the great rotation from everything to commodities which in the short term are killing commodities stocks too but the DEMAND is there $LIT $COPX $SIL $SILJ $GLD $GDX $AMZN https://twitter.com/i/web/status/2019605616336203896 https://twitter.com/i/web/status/2019605616336203896"  
[X Link](https://x.com/GreenOriginInv/status/2019605616336203896)  2026-02-06T02:54Z [----] followers, [----] engagements


"@Mark4XX I keep saying Mark if we put just $70 into our NPV models its like silvers mines are the new central banks"  
[X Link](https://x.com/GreenOriginInv/status/2019794129291772196)  2026-02-06T15:23Z [----] followers, [----] engagements


"@Mark4XX @TheApeOfGoldST Bought more EQTY today"  
[X Link](https://x.com/GreenOriginInv/status/2019794557874098273)  2026-02-06T15:25Z [----] followers, [--] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM INVESTING I took a new position in LibertyStream Infrastructure. It reminds a little bit of Vulcan Energy $VUL Business Model and Operations LibertyStream's core business model revolves around proprietary DLE technology that extracts lithium from brine without traditional evaporation ponds enabling faster more environmentally friendly production compared to conventional mining. The company partners with oil and gas operators to access brine streams turning a disposal liability into a revenue opportunity. Key milestones include successful pilot projects achieving 90% lithium"  
[X Link](https://x.com/GreenOriginInv/status/2019822540605329833)  2026-02-06T17:16Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹STOCKS OF SILVER Silver is being depleted. Demand far exceeds supply. Economics [---] - even if there is short term turbulence the setup for the silver price to rise is a no brainer. I recently topped up in: $EQTY $AGMR $KUYA $EXN $SLV $SIL $SILJ Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC"  
[X Link](https://x.com/GreenOriginInv/status/2020191906463187322)  2026-02-07T17:44Z [----] followers, [----] engagements


"@FirstSquawk Interest rate cuts incoming"  
[X Link](https://x.com/GreenOriginInv/status/2020346921987256776)  2026-02-08T04:00Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹COBALT USA An interesting company for the USA is Electra Battery Materials $ELBM.V In early February [----] the Trump administration launched Project Vault a $12 billion initiative to create a U.S. strategic critical minerals reserve. It combines a $10 billion loan from the Export-Import Bank (EXIM) with $2 billion in private capital. The program targets stockpiling of cobalt lithium rare earths gallium nickel copper and others to shield U.S. manufacturers (EVs defense tech) from supply shocks and reduce China dependence. This is positive for Electra: ๐Ÿ”‹As North America's first planned"  
[X Link](https://x.com/GreenOriginInv/status/2020464977321337034)  2026-02-08T11:49Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM GOLD SILVER COPPER This type of news is clearly bullish for commodities. Kevin Warsh believes interest rates can be reduced due to the deflationary impact of AI. $LIT $SIL $SLV $SILJ $GLD $GDX $COPX $BATT BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show another strong wave of cooling inflation this time driven by a 20% drop in natural gas prices charged to residential https://t.co/VzP9LL29U3 BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from"  
[X Link](https://x.com/GreenOriginInv/status/2020493007146160164)  2026-02-08T13:40Z [----] followers, [----] engagements


"@trend_bullish Thats a beautiful TP - beautiful"  
[X Link](https://x.com/GreenOriginInv/status/2020546206389403740)  2026-02-08T17:12Z [----] followers, [--] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM INVENTORIES This is positive balancing for a lithium bull market. $LIT $QTWO $SGML $LIFT $LIB.V $NILI $ATLX @MGNewEnergy A fall in inventory and restocking of #lithium carbonate appears to explain the recent price rebound. This might be counteracting the volatility of the futures. @MGNewEnergy A fall in inventory and restocking of #lithium carbonate appears to explain the recent price rebound. This might be counteracting the volatility of the futures"  
[X Link](https://x.com/GreenOriginInv/status/2020863428961632551)  2026-02-09T14:12Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹SOLAR & STORAGE Its no secret that we are in the age of solar and storage. This means we are in the age of lithium silver copper graphite manganese and other critical minerals. Recent positions include: $EMM.V $ELBM.V $LIB.V $SCMI.V $NEXT.TO $ESM.TO Elon calls it early. Chips arent the problem anymore. Power is. AI outruns the grid by [----]. Electricity becomes the bottleneck. @elonmusk https://t.co/3Du3gkbAOS Elon calls it early. Chips arent the problem anymore. Power is. AI outruns the grid by [----]. Electricity becomes the bottleneck. @elonmusk https://t.co/3Du3gkbAOS"  
[X Link](https://x.com/GreenOriginInv/status/2021204313306251595)  2026-02-10T12:47Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹NEXTSOURCE MATERIALS NextSource Materials Announces C$25 Million LIFE Offering to Advance UAE Battery Anode Facility. Recap of Key NPV Components: ๐Ÿ”‹Molo Graphite Mine (Madagascar): Post-tax NPV of $285 million USD at a 10% discount rate (conservative adjustment from the company's 8% rate of $370 million). This assumes Phase [--] expansion to [---] ktpa concentrate production with average annual cash flows of $52 million over a 25-year life based on $1191/t selling price. ๐Ÿ”‹UAE Battery Anode Facility (BAF): Post-tax NPV of $316 million USD at 10% (from company's $442 million at 8%). This"  
[X Link](https://x.com/GreenOriginInv/status/2021287609817833856)  2026-02-10T18:18Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹MORE LITHIUM DEMAND $PLS $ALB $EMH $VUL $GLN $AGY $LIB.V $GRD.V $ATLX $TSLA - TESLA SEMI LONG RANGE PRICED AT $290000 Teslas 500-mile Semi Long Range is now quoted at $290000 up 60% from the original $180000 price promised in [----]. The Standard Range (325 miles) is listed around $260000. Despite the increase Tesla undercuts the average https://t.co/rU4rQ2vFbF $TSLA - TESLA SEMI LONG RANGE PRICED AT $290000 Teslas 500-mile Semi Long Range is now quoted at $290000 up 60% from the original $180000 price promised in [----]. The Standard Range (325 miles) is listed around $260000. Despite the"  
[X Link](https://x.com/GreenOriginInv/status/2021288112995934663)  2026-02-10T18:20Z [----] followers, [----] engagements


"@EVCurveFuturist Chris (have to get used to that ๐Ÿ™‚) is on fire"  
[X Link](https://x.com/GreenOriginInv/status/2021422956149342255)  2026-02-11T03:16Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM & BATTERY METALS Chris has performed some great analysis between AI assistants and research outlets like BNEF. The concept behind of a Tipping Point in of itself is worthy of historical consideration. Implications are that demand for lithium and other battery metals are ramping up Before we actually know and thats why we always get surprised. [----] and [----] will be formative years for lithium and other battery metals. $LIT $PLS $GLN $AGY Stop arguing about when EVs take over. The only thing that mattered was battery cost. Once $100/kWh was breachedearlier than I assumedmass"  
[X Link](https://x.com/GreenOriginInv/status/2021425928128053369)  2026-02-11T03:27Z [----] followers, [---] engagements


"@BULLReturns Interesting analysis ๐Ÿง"  
[X Link](https://x.com/GreenOriginInv/status/2021503078340669822)  2026-02-11T08:34Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹SOTKAMO SILVER Just like Sprott Asset Management I seem to keep buying more in $VSO.F The company just has to prove it can boost silver recovery rates each quarter and reach towards its target for [----]. It only has a market cap of 160M. I am looking for this to 3X. $SIL $SILJ $SLV $GLD $GDX Sotkamo update: PE of only [---] Compared to Hecla PE of [--] this is a steal. https://t.co/FyXHgrnk0V Sotkamo update: PE of only [---] Compared to Hecla PE of [--] this is a steal. https://t.co/FyXHgrnk0V"  
[X Link](https://x.com/GreenOriginInv/status/2021659173226782950)  2026-02-11T18:54Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE BOOM ๐Ÿ’ฅ Not to be too dramatic but were in the year of realization. All thats happening is in preparation for [----]. So far no news on mothballed operations or anything drastic. Why When resource companies take a beating they learn capital discipline and making money for shareholders is kinda important. We always over shoot and this is when the tight squeeze comes. $VUL $EMH $KOD $LIT $IRN $DSM $QTWO $ALB $LTR $AGY $GLN $ATLX $LIB.V $GRD.V $NILI Mysteel daily reporting on China #lithium market 20260212๐Ÿ‘‡ Please click the link below if you wish to know more information about"  
[X Link](https://x.com/GreenOriginInv/status/2021781270338863138)  2026-02-12T02:59Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹INDUSTRIAL SILVER BULLS Well we all know solar uses silver and we also know that lithium battery storage is a complimentary good. $SIL $SILJ $SLV $BML $MMA.AX $IVR.AX $AGMR.V $EXN.V $VSO.F @teslaownersSV China is an amazing powerhouse of manufacturing and understands very well that solar is the future. Its just a fact @teslaownersSV China is an amazing powerhouse of manufacturing and understands very well that solar is the future. Its just a fact"  
[X Link](https://x.com/GreenOriginInv/status/2021798703053287753)  2026-02-12T04:09Z [----] followers, [---] engagements


"@FayeKnoozIV Atlas is looking yummy - patience I guess"  
[X Link](https://x.com/GreenOriginInv/status/2021812088549642586)  2026-02-12T05:02Z [----] followers, [--] engagements


"@TheStocksKing @stats_feed Heard about it previously and congrats to the team but from what I recall not an easy one and was not sure how to enter"  
[X Link](https://x.com/GreenOriginInv/status/2022345906797027556)  2026-02-13T16:23Z [----] followers, [--] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER GOES MAINSTREAM And like clockwork in the cycle - mainstream media has caught on. @FT $BML $AGMR $AGX $SSV $ORV $SOMA $DEF $KTN $EQTY $IVR $MMA.ax"  
[X Link](https://x.com/GreenOriginInv/status/1999367947052286228)  2025-12-12T06:37Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹BUY MINERS DONT SELL Generational wealth to be made. $MMA $CGNT $AGMR $SOMA $AAG $GWM $SILJ $GLD $KAU $BML $ESM $HGO $GLN $QTWO Investors need to stop selling mining stocks just because gold and silver prices fall or in todays case give up portions of their daily gains. None of this noise matters to their profits which will be much higher than expected even if metal prices fall substantially lower. Investors need to stop selling mining stocks just because gold and silver prices fall or in todays case give up portions of their daily gains. None of this noise matters to their profits which"  
[X Link](https://x.com/GreenOriginInv/status/2000596356218691852)  2025-12-15T15:58Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM GETTING HOT ๐Ÿฅต Alright I call this my only wild card. I have come aboard the Grounded Lithium train. ๐Ÿš‚ We give DLE a chance - novel technology and security of supply benefit. Lets see. OK RBE - lets follow this one closely. $GRD.V $FL.V $QTWO #WR1 $LIFT $PMET $RIO $GLEN $ALB $LIT $LKE $VUL $AGY $GLN $SQM $GRD.v @GroundedLithium RBE's 10x Haymaker Lithium Bet: 4.2Mt LCE in Sask (1Mt M&I) PEA: $1B NPV 48.5% IRR @ $25k lithium MktCap: $4.3M (0.5% of NPV) JV with $DNN funding up to $15.15M to earn 75% - minimizes dilution DLE pilot + PFS underway (Due 1H 2026) https://t.co/bTHbbecha5"  
[X Link](https://x.com/GreenOriginInv/status/2001320744060629108)  2025-12-17T15:57Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER RUN Santa Clause just came to town. Silver juniors will be the major success stories through [----]. $AGMR $EXN $BML $IVR $AAG $AGX $SAM Intensifying Shortage: This Is What A Run On The London Silver Market Looks Like https://t.co/CNWGCH17yt Intensifying Shortage: This Is What A Run On The London Silver Market Looks Like https://t.co/CNWGCH17yt"  
[X Link](https://x.com/GreenOriginInv/status/2004219818803974259)  2025-12-25T15:56Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM SPOT PRICE Not bad for a Friday ๐Ÿ’ช As demand accelerates and supply responds meekly you know the script. Happy Lithium [----]. $PLS $QTWO $ATLX $EMH $CHR $GRD $LIT $AGY $GLN $NILI $KOD $LTR $MIN"  
[X Link](https://x.com/GreenOriginInv/status/2006952280797655315)  2026-01-02T04:54Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER BOOM ๐Ÿ’ฅ There is a physical supply deficit ๐Ÿ’ธ We need more silver $AGMR $EXN $BML $MGG $SSV $SIL $SILJ $SLV Silver ripping ๐Ÿš€ Back above [--] ๐Ÿ“ˆ https://t.co/FQbMdT2JwX Silver ripping ๐Ÿš€ Back above [--] ๐Ÿ“ˆ https://t.co/FQbMdT2JwX"  
[X Link](https://x.com/GreenOriginInv/status/2019058300751314947)  2026-02-04T14:39Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER BOOM ๐Ÿ’ฅ Nice to be in a stock with the greatest OTC ticker ever - $GAYMF $GWM.V $GWM.v @galwaymetals RBE's highest conviction gold junior. Breakout confirmed on volume. This has the look of a 2016/2020-style move. Multi-bagger within a few months. https://t.co/WrDrDd3do1 $GWM.v @galwaymetals RBE's highest conviction gold junior. Breakout confirmed on volume. This has the look of a 2016/2020-style move. Multi-bagger within a few months. https://t.co/WrDrDd3do1"  
[X Link](https://x.com/GreenOriginInv/status/2014893168102433031)  2026-01-24T02:49Z [----] followers, [----] engagements


"@Mark4XX What fascinating times - I added a few more to $EQTY"  
[X Link](https://x.com/GreenOriginInv/status/2018952229257142354)  2026-02-04T07:38Z [----] followers, [----] engagements


"@Silver__Santa @ItsCoachE I pumped up in EQTY too lets see how we land end of the month ;-)"  
[X Link](https://x.com/GreenOriginInv/status/2019793725178753334)  2026-02-06T15:22Z [----] followers, [--] engagements


"๐Ÿ”‹๐Ÿ”‹COPPER BOOM ๐Ÿ’ฅ The most underrated and undervalued copper play ready to go BOOM ๐Ÿ’ฅ. For a commodity thats going to go BOOM ๐Ÿ’ฅ $CLA.AX $COPX $MMA.V $CGNT.V $HGO.AX $SURG.V $SCMI.V $ESM.TO I've been explaining for a month now that the price of Celsius Resources is a once-in-a-lifetime opportunity and that the intention was to sell the entire MCN project. I think the market has finally realized this. $CLA.AX https://t.co/2tBxLnbZ6i I've been explaining for a month now that the price of Celsius Resources is a once-in-a-lifetime opportunity and that the intention was to sell the entire MCN"  
[X Link](https://x.com/GreenOriginInv/status/2021799882953036214)  2026-02-12T04:13Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM BOOMERS ASX will open soon. Whats looking lithium tasty $LIT $LTR $MIN $GLN $AGY $INR #WC8 #WR1 $PLS $VUL $EMH $ELV $RCM #Lithium 10x. 100x. 1000x. are possible in this cycle Position yourself early and ignore the noise https://t.co/G39cCt7PNR #Lithium 10x. 100x. 1000x. are possible in this cycle Position yourself early and ignore the noise https://t.co/G39cCt7PNR"  
[X Link](https://x.com/GreenOriginInv/status/2015443407267889500)  2026-01-25T15:15Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹COMMODITIES SUPERCYCLE Data centers are only one segment igniting elevated demand for commodities. Others include mobility cooling electrification and urbanization. For industrials I am expecting lithium to lead the charge. $LIT $ATLX $NILI $BRW $QTWO $EMH $VUL $GLN $AGY $GRD.AX AI will ignite a commodity supercycle - Data center operators have a combined market cap of $27T - They are committing to spend $7T - Into sectors with a combined market cap of $9T Thats the equivalent of trying to push the Hoover Dam through a garden hose. - On paper you https://t.co/oEyRBUhbVa AI will ignite a"  
[X Link](https://x.com/GreenOriginInv/status/2022539971694125526)  2026-02-14T05:14Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹GLOBAL COPPER BOOM ๐Ÿ’ฅ Alex Darden who leads infrastructure investment in the Americas for global private-markets firm EQT Partners Inc. said that even if there were some hype around AI the list of tailwinds combined with the fact that grid infrastructure is historically under-invested is creating significant opportunities. And its not just a [----] opportunity Darden said. This is a multi-year probably multi-decade investment cycle that were entering now. $BHP $SURG.V $ESM.TO $CGNT.V $PEX.V $MMA.V $RIO $GLEN $VALE"  
[X Link](https://x.com/GreenOriginInv/status/1998316224430907831)  2025-12-09T08:58Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM MANGANESE An interesting article in the FT regarding the choice by $GM and $F to pioneer LMR batteries as the next technology choice for larger cars especially. We already know that the next evolution of LFP batteries are LMFP. So those that have confidence on the use of manganese for the future can position in small caps early. Some nice stocks to consider: $EMM.V $EMN.V $FRB.AX - there are of course others. https://twitter.com/i/web/status/2020798607042195841 https://twitter.com/i/web/status/2020798607042195841"  
[X Link](https://x.com/GreenOriginInv/status/2020798607042195841)  2026-02-09T09:55Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹ATLAS LITHIUM The NPV of Atlas Lithium $539M at assumed lithium prices. However at todays lithium price this would exceed $700M and the current market cap is about $100M. So today I bought more shares with the initial catalyst of a firm FID confirmed in Q1 [----]. I like Atlas because it is expected to be in production by late 2026/early [----]. Finance is there and so are offtakers. $LIT $ATLX $SGML $QTWO Feb [--] [----] #Lithium Carbonate 99.5% Min China Spot Price: $20764.42 [--] day: $+180.56 (+0.88%) ๐Ÿ“ˆ YTD: +22.83% #Spodumene Concentrate (6% CIF China) Price: $2000.00 [--] day: $+0.00 (+0.00%) โžก"  
[X Link](https://x.com/GreenOriginInv/status/2022377865833254965)  2026-02-13T18:30Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹GOLD SILVER COPPER Gold seems to be taking centre stage these days. I think we have to postulate about two perhaps overlapping theses: ๐Ÿ”‹We are undergoing a big monetary reset where gold plays the the role of the last resort central asset or currency reserve and the dollar still maintains quite a dominant role in foreign fiat currency transactions ๐Ÿ”‹We are in one of those cyclical moments where a general rotation of capital is going into gold but will recede and partially reverse once the cycle is over Where these two aspects intersect and over what timeframe will reveal itself in the"  
[X Link](https://x.com/GreenOriginInv/status/2022620850902704410)  2026-02-14T10:36Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹BESS & TRUMP TARIFFS Without a deal lithium battery prices in the US could sky rocket. ๐Ÿš€ A nice chart from Benchmark Mineral Intelligence. $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM"  
[X Link](https://x.com/anyuser/status/1913765203486953713)  2025-04-20T01:22Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM DEMAND This type of adoption and S-curve growth in battery demand and hence critical mineral demand is easy to overlook when the market price is in the doldrums. $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM More batteries every month. https://t.co/EpYne4U3i2 More batteries every month. https://t.co/EpYne4U3i2"  
[X Link](https://x.com/anyuser/status/1919610746436038863)  2025-05-06T04:30Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹ELECTRIC VEHICLES Growth in EVs continues to break records. Not long to go before lithium and other battery metals feel the heat in the demand. So many transactions taking place shows we are at the bottom of the commodities cycle. $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM"  
[X Link](https://x.com/anyuser/status/1924698359152947447)  2025-05-20T05:27Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM CARBONATE COST CURVE China has deliberately flooded the lithium market and crashed prices aiming to frustrate new entrants. I think they have been successful. $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM"  
[X Link](https://x.com/GreenOriginInv/status/1925833103257333959)  2025-05-23T08:36Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM & MANGANESE General Motors seems to be taking the initiative in North America. It seems worldwide there is a movement towards lithium - manganese rich chemistries. A nice chart from Benchmark Mineral Intelligence shows this. $GM $EMN $VUL $VOWG $RNO $MBG $BMW $STLA https://twitter.com/i/web/status/1931938332843368726 https://twitter.com/i/web/status/1931938332843368726"  
[X Link](https://x.com/GreenOriginInv/status/1931938332843368726)  2025-06-09T04:56Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹HIGHER LITHIUM PRICES Joe Lowry doubles down with conviction that CATL is sowing the seeds for higher lithium prices. $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS CATL is sewing the seeds for higher #lithium prices by supporting demand for the electrification of trucks. As demand grows @catl_officials lepidolite & other money losing lithium assets will not be sufficient to keep the market over-supplied. https://t.co/OR4uyBNVl1 CATL is sewing the seeds for higher #lithium prices by supporting demand for the"  
[X Link](https://x.com/anyuser/status/1932432001409105933)  2025-06-10T13:37Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM IN [----] It looks like both demand and supply are re-balancing towards a pivotal year in [----]. Refining outside China reduces concentration of market power currently held by refiners in China. $LIT $MIN $PLS $ALB Zimbabwe is set to ban the export of lithium concentrates from [----] as it extends its push for more local processing. https://t.co/2mvz9JiR3a Zimbabwe is set to ban the export of lithium concentrates from [----] as it extends its push for more local processing. https://t.co/2mvz9JiR3a"  
[X Link](https://x.com/anyuser/status/1932612748371706320)  2025-06-11T01:36Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM BULL MARKET COMING This is a great piece on all the critical questions with respect to lithium supply demand and price. Thank you @robweir2 @Lithium_Royalty $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS Critical Minerals Roundtable โ› @robweir2 - @Lithium_Royalty $LIRC #LITHIUM The $LIRC Royalty Portfolio + Catalysts Ahead Lithium pricing environment Critical minerals demand outlook Lithium supply curtailments https://t.co/tnDlO12vWy Critical Minerals Roundtable โ› @robweir2 - @Lithium_Royalty $LIRC #LITHIUM"  
[X Link](https://x.com/anyuser/status/1934630559516353001)  2025-06-16T15:14Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE INCENTIVE COST CURVE From the latest video by SC Insights its interesting to see the evolution of where we are on the lithium incentive price cost curve current situation remains unsustainable $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS"  
[X Link](https://x.com/anyuser/status/1935506805490102436)  2025-06-19T01:15Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹THE LITHIUM BOTTOM I re-post this discussion as well as the many responses coming in on the back of commentary by Dwayne Sparkes. For what its worth I remain a $VUL Bull ๐Ÿ‚ and do note the on market buying for $PLS $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS ๐Ÿ”ฅ NEW VIDEO ๐Ÿ”ฅ With lithium prices near 4-year lows is now the time to buy @matt_fernley joins @LithiumIonBull and @RodneyHooper13 to discuss valuations production risks and the path to recovery. ๐Ÿ”‘ Key Themes Discussed: ๐Ÿ“‰ Are we near the bottom of lithiums"  
[X Link](https://x.com/anyuser/status/1936957539582623784)  2025-06-23T01:20Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM OPTIMISM Its good to see some lithium optimism. $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS Highlight for me #FastmarketsLBMR was recent #RockStockChannel guest @usuallyYJLee presentation entitled: Raging Bull in a #Lithium China Shop in which he upgraded his already outlier bullish [----] forecast from 4.3mt to 4.6mt Pessimism in the lithium sector is at an https://t.co/CIWga3XmKK Highlight for me #FastmarketsLBMR was recent #RockStockChannel guest @usuallyYJLee presentation entitled: Raging Bull in a"  
[X Link](https://x.com/anyuser/status/1937748679479218177)  2025-06-25T05:44Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹WoW LITHIUM PRICE NEUTRAL A nice chart for the weekend from Benchmark Intelligence on perhaps a watershed moment for lithium week on week. I think this will be the case if the consensus on demand forecasts for [----] - [----] are simply too low - lets see what happens. We know for sure there are bottlenecks for additional new supply. Nobody is lending into a surplus market loss making process without firm offtake agreements. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS"  
[X Link](https://x.com/anyuser/status/1938784244144226668)  2025-06-28T02:19Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM BATTERY CHEMISTRY An interesting chart showing the dominant growth of LFP batteries. However moving forwards I would expect there to be a blend tilting towards LMFP. Manganeses time under the sun is coming with companies like Euro Manganese well placed. However excess lithium battery supply needs to balance out soon to incentivize future investments. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS"  
[X Link](https://x.com/GreenOriginInv/status/1939144460098519347)  2025-06-29T02:10Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM BOTTOMED OzBandit illustrates this well and a nice lithium message for a Monday $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS Mine closures stacking. Surplus fading. EVs & BESS exploding. Now base models get [--] kWh packs All signs point to a #lithium bottom. This bounce back wont be gentle. Buckle up.โšก๐Ÿ“ˆ#Accumulation #EVs #BESS #LFP $QTWO $PMT $PLS $VUL $PFE $LTR $MIN $IGO #WC8 #WR1 #GLN #INR #DLI https://t.co/NxnF1BVhgv Mine closures stacking. Surplus fading. EVs & BESS exploding. Now base models get"  
[X Link](https://x.com/anyuser/status/1939545176982143159)  2025-06-30T04:42Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹BRING ON THE LITHIUM BULL ๐Ÿ‚ Agree with you Matt - not just lithium but many battery metals and especially graphite and manganese. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS Is the drop in fundraising activity in battery materials just sowing the seeds for the next bull market I believe so. #Lithium #nickel #manganese #batteries #ElectricVehicles https://t.co/PNU5uxWhjo Is the drop in fundraising activity in battery materials just sowing the seeds for the next bull market I believe so. #Lithium #nickel"  
[X Link](https://x.com/anyuser/status/1939924645928439844)  2025-07-01T05:50Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹EU INVESTS 852M in BATTERY PROJECTS EU invests [---] million in [--] battery projects. (And theyre doing it at industrial scale). ๐Ÿ‘‡ [--]. France Automotive Cells Company [--] lithium-ion lines in [--] gigafactories [----] GWh of NMC battery cells across two sites [--]. Poland LG Energy Solution Wroclaw New line for 46-series cylindrical EV battery cells 85M cylindrical cells/year [--]. Sweden NOVO Energy [--] million cells = [----] GWh Circular design recycled inputs biodiversity protections [--]. France Verkor Doubles gigafactory capacity to [--] GWh/year Next gen automation [--]. Germany Cellforce Group Silicon/carbon"  
[X Link](https://x.com/GreenOriginInv/status/1941759621460291905)  2025-07-06T07:22Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM ION BULL ๐Ÿ‚ I high recommend watching this clip. It was interesting to learn more about Howards background and commend him for his courage to become a leading voice for the lithium industry. All the hallmarks are present for a new lithium price commodities supercycle: 1) Some companies are valued below replacement cost 2) Many lithium exploration companies are just not there anymore 3) Acquisitions from the likes of RIO PLS and not to mention China 4) Very low lithium prices putting many operations into losses 5) Massive demand growth and government policy support in most"  
[X Link](https://x.com/anyuser/status/1941842696714285367)  2025-07-06T12:52Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM SPOT PRICE Benchmark Mineral Intelligence published a lithium carbonate spot price of $8475 on 2nd July. WoW green & positive. A few more weeks of this and we have an official bottom with the next leg up in our sights. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS https://twitter.com/i/web/status/1942083705142452306 https://twitter.com/i/web/status/1942083705142452306"  
[X Link](https://x.com/anyuser/status/1942083705142452306)  2025-07-07T04:50Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LGES BATTERY PROFIT BOOM US battery manufacturing expands; support credits remain in place until [----]. If BESS demand and EV demand can expand despite revocation of consumer side credits then lithium demand may continue to expand in the US more than expected. Picture credit - Financial Times $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS"  
[X Link](https://x.com/anyuser/status/1942114742224494965)  2025-07-07T06:53Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE SQUEEZE From Benchmark Mineral Intelligence Benchmark data shows that lithium carbonate prices fell by 16% during Q2 Whats more spodumene and mica concentrate supply face a shortfall of 60kt LCE this year. ๐Ÿ“‰ Feedstock supply tightness coupled with chemical overcapacity is squeezing converter margins lowering utilisation rates and causing several mines in Africa and Australia to operate at a loss. As a result there is a risk of project delays or curtailments in the second half of [----]. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE"  
[X Link](https://x.com/anyuser/status/1942379652506345602)  2025-07-08T00:26Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM DEMAND IN WAITING A few days ago I posted a summary of industrial scale battery giga factories across Europe. Here is a news-flow from the UK - a country where EVs are booming and BESS is being integrated into services to the National Grid. The outlook across North America UK and Europe look promising for all kinds of battery metals. Growth in electricity demand - growth in renewables - growth in energy storage. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS"  
[X Link](https://x.com/anyuser/status/1942799578958352764)  2025-07-09T04:14Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM SQUEEZE IS COMING Highly read reputed online author and commentator @EVCurveFuturist is one of the first to declare The bottom is in. The squeeze is coming $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS Lithium spot price likely hit their true bottom in early Maynow [--] days into recovery. [----] days of solid uptrend in both prices & lithium stocks. Spod is rising & converter restarts are looming. The bottom is in. The squeeze is coming. $PLS $LTR $INR $RIO #QTWO #PFE #WC8 $VUL https://t.co/i2vYYNbYes"  
[X Link](https://x.com/anyuser/status/1942899572205855019)  2025-07-09T10:52Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM ECONOMICS Some of the best lithium economics and trend analysis on this forum comes from Juan Carlos. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS As of today the #lithium carbonate price (in dollars) has increased for [--] consecutive days. In the last [--] days the price of $Li2CO3 rose by 5.65% while the prices of $SQM $ALB Tianqi and Ganfeng increased by 13.25% 17.63% 6.28% and 5.5% respectively. https://t.co/ZHosxZ5YGw As of today the #lithium carbonate price (in dollars) has increased for 13"  
[X Link](https://x.com/anyuser/status/1943205240221675778)  2025-07-10T07:06Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹ANOTHER LITHIUM DEMAND DRIVER From the industry there is a renewed focus on Round-The-Clock distributed generation. Large gas turbines and nuclear simply take too long Therefore we see massive demand for solar PV and BESS lithium ion batteries ๐Ÿ”‹- despite policies in the US we do not see a slowdown in this trend there. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR"  
[X Link](https://x.com/anyuser/status/1943499708833431653)  2025-07-11T02:36Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM GRAND BOTTOM @EVCurveFuturist doubles down with his unequivocal claim grand bottoms in $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS [----] vibes are setting in. The #lithium bulls stretching cracking its neck. ready to run. I might be early but Im calling it: grand bottoms in. Asymmetric recovery incoming. #EVs #Accumulation #BESS #LFP $QTWO $PMT $PLS $VUL $PFE $LTR $MIN $IGO #WC8 #WR1 $GLN $INR $DLI $LIS https://t.co/QIPb0Rw2VC [----] vibes are setting in. The #lithium bulls stretching cracking its neck."  
[X Link](https://x.com/anyuser/status/1943506045709504794)  2025-07-11T03:02Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM-ION CLOCK Tick tock.Tick tock what time do you make it on the Lithium-Ion Clock $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR"  
[X Link](https://x.com/anyuser/status/1943531408095416622)  2025-07-11T04:42Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹DIRECT LITHIUM EXTRACTION A very interesting projection by Benchmark Mineral Intelligence for lithium in the USA led by the likes of Chevron. There are big hopes in the Smackover formation. Who disagrees with the projection Pertinent to note that Vulcan Energy is a pioneer in DLE from geothermal brines. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $CVX $XOM $EQNR"  
[X Link](https://x.com/anyuser/status/1943630387038593040)  2025-07-11T11:16Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹ WHY THE LITHIUM BOTTOM MATTERS Using the global lithium ETF as a proxy $LIT. Looking back two points are highlighted as previous grand bottoms. Subsequent to the bottom there were significant increases in value. Looking forwards you can see the potential current grand bottom indicated by the black cross. History might not repeat but it does tend to rhyme. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR"  
[X Link](https://x.com/anyuser/status/1943903153214067137)  2025-07-12T05:20Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM STOCKS USA Sam Gatlin from Kansas makes another technical comparison in the chart and asks is it time to but lithium stocks $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR Is it time to buy Lithium stocks https://t.co/igr4h72PPS Is it time to buy Lithium stocks https://t.co/igr4h72PPS"  
[X Link](https://x.com/anyuser/status/1944221552532238374)  2025-07-13T02:25Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹THE LITHIUM EFFECT โš โš โš  Attention ๐Ÿšจ๐Ÿšจ๐Ÿšจ all Investors CEOs Financiers Developers Refiners Traders OEMs and Automotive industry stakeholders. This latest piece by @EVCurveFuturist is THE best article I have read to date on the past present & future of lithium. Invention innovation technology supply demand prices marketsits all here $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $BMW $NIO $ZK $XPEV $LCID My latest piece: From fringe experiment to civilization enabler#Lithium batteries now power fleets homes"  
[X Link](https://x.com/anyuser/status/1944259336903053494)  2025-07-13T04:55Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹GLOBAL BESS DEPLOYMENT The lithium market finding a new bottom is no aberration. It is based on the firming up of multiple vectors for demand including BESS. See graphic from Benchmark Mineral Intelligence. In the coming [--] months this lithium price strength will form and cascade through to other battery metals in high demand. Along with others I predict high purity manganese to increase in focus. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR"  
[X Link](https://x.com/anyuser/status/1944631361131925820)  2025-07-14T05:33Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE RALLY The lithium price rally continues. Its imperative to choose high quality companies in this cycle as an investor. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR As of today the #lithium carbonate price (in dollars) has increased for [--] consecutive days reaching over $9k/mt. In the last [--] days the price of $Li2CO3 rose by 8.1% while the prices of $SQM $ALB Tianqi & Ganfeng increased by 11.7% 19.4% 9.6% & 8.2% respectively. https://t.co/VsAzbit62Q As of today the #lithium carbonate price (in"  
[X Link](https://x.com/anyuser/status/1944978933406958016)  2025-07-15T04:34Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM & GEOECONOMICS We tend to discuss and show supply-demand-price analyses from a global total perspective. However consider this analysis from a recent Vulcan Energy information pack. A picture speaks a thousand words. Perhaps this provides additional focus on capital allocation choices and location - The Art of Geoeconomics $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR"  
[X Link](https://x.com/anyuser/status/1945395823828983859)  2025-07-16T08:11Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹TWO LITHIUM MINES AWAY FROM DEFICIT Another interesting scenario from Benchmark but is it likely $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR"  
[X Link](https://x.com/anyuser/status/1945556920548352399)  2025-07-16T18:51Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM MINE CLOSURES It doesnt seem like a huge amount but nevertheless there could be more. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR Zangge #lithium brine operation halted by the government GFEX flying https://t.co/vyqK0sKmBV Zangge #lithium brine operation halted by the government GFEX flying https://t.co/vyqK0sKmBV"  
[X Link](https://x.com/anyuser/status/1945727646085595540)  2025-07-17T06:09Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM CARBONATE PRICE If we continue to see further rational supply side discipline combined with progress on gigafactories and end consumer demand then we should continue to see continued progress in the Benchmark lithium spot price. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR https://twitter.com/i/web/status/1945874094211162544 https://twitter.com/i/web/status/1945874094211162544"  
[X Link](https://x.com/anyuser/status/1945874094211162544)  2025-07-17T15:51Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM DEMAND - DONT FORGET Just a reminder that lithium action is not all on the supply side. Perhaps a question for @EVCurveFuturist and others. Are most EV demand projections inclusive of robotaxi fleets or is the potential there for robotaxis to become a demand vector unto themselves $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID"  
[X Link](https://x.com/anyuser/status/1946076273719046360)  2025-07-18T05:15Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE FORECAST I asked Copilot for an analysis of the lithium market and to summarize it in a chart. Here is the result up to [----]. All the labeling on the chart was inserted by AI ๐Ÿค– not me. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID https://twitter.com/i/web/status/1946817950557614312 https://twitter.com/i/web/status/1946817950557614312"  
[X Link](https://x.com/anyuser/status/1946817950557614312)  2025-07-20T06:22Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM BOTTOM HYPOTHESIS Another update from @EVCurveFuturist on the grand lithium bottom hypothesis. If true were entering into the beginning of perhaps a 24-36 months cycle So far key pricing metrics including futures are green. My focus is allocating capital to those companies that are going to make an impact with efficiency and a strong focus on execution. In addition I have a bias towards projects with a view on processing and end-product solutions. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER"  
[X Link](https://x.com/anyuser/status/1947112830924206518)  2025-07-21T01:54Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE GRAND BOTTOM We remain in positive territory for the lithium price; perhaps another [--] days before we can be certain of a grand bottom for the lithium price. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID As of today the #lithium carbonate price (in $) has increased or remained constant for [--] days reaching $9613/mt a 15.5% rise. Consequently over the last [--] days the stock prices of $SQM $ALB Tianqi & Ganfeng have increased by 17.6% 33.4% 18.7% & 16.4% respectively"  
[X Link](https://x.com/anyuser/status/1947504920644723175)  2025-07-22T03:52Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM & COMMODITIES SUPERCYCLE Regardless of short term politics the world is undergoing a massive transition which involves cleaner energy and advanced technology. This transition is premised on access to critical minerals and other commodities. The lithium price cycle is a long time coming and there are many others that will follow. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID"  
[X Link](https://x.com/anyuser/status/1947835020506223053)  2025-07-23T01:43Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE IN CHINA From Benchmark Mineral Intelligence: Benchmark data shows that the Jiangxi region is forecast to account for the largest share - 38% - of Chinas mined #lithium output in [----]. But the Yichun Natural Resource Bureau has reported that permit issues were found at eight Chinese #lithium mines in Yichun Jiangxi. โ› If the mines affected fail their audits production may be halted which could disrupt Chinas lithium supply pipeline and destabilise near-term and future prices. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD"  
[X Link](https://x.com/anyuser/status/1948237950283575375)  2025-07-24T04:24Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹THE LITHIUM RAGING BULL ๐Ÿ‚ The Energy Transition Investor declares [----] = Lithium Deficit year $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID This Raging Lithium Bull as Howard @LithiumIonBull names me๐Ÿ˜‰ maintains that [----] = #lithium Deficit year. Key reason is the underestimated DEMAND. [----] = 4.6Mt demand in my model. The main futures LC2509 on GFEX just jumped 7.8% this morning. Fun times are here https://t.co/VFhTsemLc4 This Raging Lithium Bull as Howard @LithiumIonBull names me๐Ÿ˜‰ maintains"  
[X Link](https://x.com/anyuser/status/1948238645636247693)  2025-07-24T04:27Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM GRAND BOTTOM @EVCurveFuturist has been my number one go to on calling the Grand Bottom. So far so unbelievably good A group of us lithium investors on X have been ๐Ÿ’ฏ consistent in our longer term thematic for lithium. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID The "Grand Bottom" case strengthens. Since June [--] #lithium carbonate futures (GFEX.LC2509) are up +21.5%from [-----] to [-----]. Volume surging. Open interest rising. Deals Done. Doubters Quiet. #EV #BESS #LFP $QTWO $PMT $PLS $VUL"  
[X Link](https://x.com/anyuser/status/1948274593803665532)  2025-07-24T06:50Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM CARBONATE SPOT PRICE Lithium carbonate spot price from Benchmark Mineral Intelligence on 23rd July [----]. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET"  
[X Link](https://x.com/anyuser/status/1949101483145810003)  2025-07-26T13:36Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE GRAND BOTTOM I believe this continues to support @EVCurveFuturist hypothesis that we indeed are at our grand bottom. The implications of which can be transformational. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET As of today the #lithium carbonate price (in $) continued to rise reaching $10283.17/mt a 23% increase since the bottom date. As a result over the last [--] days the stock prices of $SQM $ALB Tianqi & Ganfeng have increased by 27% 45% 39% & 25% respectively."  
[X Link](https://x.com/anyuser/status/1949673854336483710)  2025-07-28T03:30Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICES & INVESTMENT Just a reminder on a down day that we need higher lithium prices to incentivize investment in new production. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $KCLI https://twitter.com/i/web/status/1950751516492431708 https://twitter.com/i/web/status/1950751516492431708"  
[X Link](https://x.com/anyuser/status/1950751516492431708)  2025-07-31T02:52Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM CARBONATE SPOT PRICE From Benchmark Mineral Intelligence a succinct explanation of last weeks spot price action: ๐Ÿ“ฃ BMI Lithium Carbonate (Spot) Price EXW China rises to [-----] USD/t on [--] July This sharp uptick represents a 10% increase from last weeks price and lessens the YoY decrease to 12%. How is the market responding ๐Ÿ“‰ Chinese producers cut back on inventories ๐Ÿ“ˆ Traders built up stockpiles to meet improved demand $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT"  
[X Link](https://x.com/anyuser/status/1951196015916093915)  2025-08-01T08:19Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM DEMAND FORECASTS A flashback to SC Insight webinar. I recall by [----] they expect BESS demand to be around [---] GWh - this is [---] GWh below projections by CATL. The [---] GWh gap in expectations is equivalent to maybe [--] lithium rock mines (hopeful I memorized this all correctly). They also believe well start to see minor deficits from [----]. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $KCLI"  
[X Link](https://x.com/anyuser/status/1951834528051261646)  2025-08-03T02:36Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM SUPPLY NOT ADJUSTING From SC Insights this is a really good slide on why lithium supply is not responding and not as elastic to price as we expect. Debt service; depreciation/financing; Take or pay agreements; floor pricing. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $KCLI https://twitter.com/i/web/status/1952177013218791782 https://twitter.com/i/web/status/1952177013218791782"  
[X Link](https://x.com/anyuser/status/1952177013218791782)  2025-08-04T01:17Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM MARKET BALANCE AND PRICE Another useful slide on the market balance and lithium price forecast. Need to keep an eye on inventories however with strong demand SC insights forecasts a deficit in [----]. Is there any doubt anywhere that we have continued strong demand Do the math ๐Ÿงฎ $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT"  
[X Link](https://x.com/anyuser/status/1952907586451148811)  2025-08-06T01:40Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE SURGE Anyone watched the interview The importance of critical minerals dawning on everyone. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT"  
[X Link](https://x.com/GreenOriginInv/status/1952989927735722494)  2025-08-06T07:07Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹GFEX LITHIUM PRICE BOUNCE How fast will we recover; not sure but I presume in spurts but on a more steady trajectory. Nevertheless from industry there is continuous growth in demand for both EVs and BESS. New mines will not be financed without high enough lithium incentive prices. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT And there we go.there is a bounce off the 5th Aug interim low in the GFEX #Lithium future which establishes the June lows as the bottom for this cycle."  
[X Link](https://x.com/anyuser/status/1953356587273470025)  2025-08-07T07:24Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹NORTHVOLT RESURRECTION Lithium-ion battery production back on the menu in Sweden. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT"  
[X Link](https://x.com/GreenOriginInv/status/1953484111978590450)  2025-08-07T15:51Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM LEPIDOLITE MINE With current reports that another mine has been closed - are we at [--] OClock yet Impact on lithium price $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT Chinese financial news site 'Futures Daily' () seems to be the origin of the claim that CATL's lepidolite mine was halted yesterday with no immediate plans to resume. #lithium jianxiawo https://t.co/qZlNKZEUHq Chinese financial news site 'Futures Daily' () seems to be the origin of the claim that CATL's"  
[X Link](https://x.com/anyuser/status/1954355279426118081)  2025-08-10T01:33Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE POSITIVE YTD What a huge turnaround - this is it finally the lithium price is positive year to date $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT Aug [--] [----] #Lithium Carbonate 99.5% Min China Spot Price: $10345.07 [--] day: $+361.04 (3.62%) ๐Ÿ“ˆ YTD: +0.86% #Spodumene Concentrate (6% CIF China) Price: $840.00 [--] day: $+63.00 (8.11%) ๐Ÿ“ˆ YTD: +2.94% Sponsored by @OrestocksNews Aug [--] [----] #Lithium Carbonate 99.5% Min China Spot Price: $10345.07 [--] day: $+361.04 (3.62%)"  
[X Link](https://x.com/anyuser/status/1954771389959024651)  2025-08-11T05:06Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM DEMAND FOR DATA CENTERS In this prediction of incremental data center investments of [---] GW if we assume just one hour battery backup installations then that would be [---] GWh of lithium-ion batteries. A bit crude but just an example. Comments welcome. This excludes any configuration to support renewables or a weak local grid which would entail even more. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT"  
[X Link](https://x.com/anyuser/status/1955220097301413911)  2025-08-12T10:49Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE LONG & STRONG The market remains upbeat - doesnt surprise me given the supply-demand fundamentals and battery pack cost curves. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $TLG $EMN Aug [--] [----] #Lithium Carbonate 99.5% Min China Spot Price: $11747.55 [--] day: $+263.83 (2.3%) ๐Ÿ“ˆ YTD: +14.53% #Spodumene Concentrate (6% CIF China) Price: $978.00 [--] day: $+38.00 (4.04%) ๐Ÿ“ˆ YTD: +19.85% Sponsored by @LibraLithium Aug [--] [----] #Lithium Carbonate 99.5% Min China Spot"  
[X Link](https://x.com/anyuser/status/1957312848885076058)  2025-08-18T05:25Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹DIRECT LITHIUM EXTRACTION Those companies that successfully pioneer Direct Lithium Extraction to full production will be at the cutting edge of refined lithium supply. Vulcan Energy is one of those pioneering companies close to making this a reality. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $TLG $EMN https://twitter.com/i/web/status/1957867047435792497 https://twitter.com/i/web/status/1957867047435792497"  
[X Link](https://x.com/anyuser/status/1957867047435792497)  2025-08-19T18:07Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM DEMAND E-TRUCKS These demand projections from Arcane Capital could really shock โšก lithium demand very soon. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $TLG $EMN https://twitter.com/i/web/status/1959065120027615714 https://twitter.com/i/web/status/1959065120027615714"  
[X Link](https://x.com/anyuser/status/1959065120027615714)  2025-08-23T01:28Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹STAGGERING GROWTH IN LITHIUM BATTERIES - CHINA Chinas battery energy storage capacity is now above [---] GW up 110% vs. last year surpassing hydro for the first time ever. This growth will continue and be replicated all over the world. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $TLG $EMN https://twitter.com/i/web/status/1959665505201193213 https://twitter.com/i/web/status/1959665505201193213"  
[X Link](https://x.com/anyuser/status/1959665505201193213)  2025-08-24T17:13Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹CHINESE LITHIUM STOCKS This whole set up looks very nice for the next leg up in the lithium price commodity cycle. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $GLN $PMET $ABAT Chinese #lithiumstocks surged on CATL expansion plans. Spodumene spot prices returned to growth (+0.6% today). https://t.co/3xL4PWB99R Chinese #lithiumstocks surged on CATL expansion plans. Spodumene spot prices returned to growth (+0.6% today). https://t.co/3xL4PWB99R"  
[X Link](https://x.com/anyuser/status/1961390224447344836)  2025-08-29T11:27Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM BATTERIES - TRILLION ๐Ÿค‘ Happy weekend and a reminder of a recent prediction. Grid scale batteries - predominantly lithium ion are the next trillion dollar business in energy. Taking off right now - reserve your seat and fasten your seatbelts. Although the focus is on lithium I am also positioned in manganese and graphite. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $GLN $PMET $ABAT $EMN $SGA"  
[X Link](https://x.com/anyuser/status/1961984236631814593)  2025-08-31T02:47Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM ION BATTERY DEMAND Pay attention to the chart ๐Ÿ“Š- lithium ion batteries demand will follow. The only way to scale in the short to medium term is solar + storage. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $GLN $PMET $ABAT The AI Revolution is so massive that electricity prices are moving in a literal straight line higher. Energy is the new limiting factor to AI growth. https://t.co/ZCy6l2UM3W The AI Revolution is so massive that electricity prices are moving in a literal straight line"  
[X Link](https://x.com/anyuser/status/1962462887185875378)  2025-09-01T10:29Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE FALSE SUMMIT Looking at the recent improvement in the lithium price its clearly a warm up or false summit. The market price is still not signaling a structural shift. However it will soon enough. You aint seen nothing yet Chart: SC Insights $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $GLN $PMET $ABAT https://twitter.com/i/web/status/1962546288739946841 https://twitter.com/i/web/status/1962546288739946841"  
[X Link](https://x.com/anyuser/status/1962546288739946841)  2025-09-01T16:01Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM & ESS DEMAND If you are looking for a lithium demand shock segment; look at grid integrated battery energy storage systems. The variation in expected demand out to [----] is around [--] lithium mines. Source: SC Insights $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $GLN $PMET $ABAT https://twitter.com/i/web/status/1963449913934844026 https://twitter.com/i/web/status/1963449913934844026"  
[X Link](https://x.com/anyuser/status/1963449913934844026)  2025-09-04T03:51Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹SOLAR & SILVER & LITHIUM The Big Read in the FT today - global boom in solar means also global boom in battery energy storage which means global boom in silver & lithium. @EVCurveFuturist - relevant to your recent post. $VUL $QTWO $LIRC $PLS $SGML $ALB $SSV $BML $AGMR $EXN https://twitter.com/i/web/status/1983418867763556696 https://twitter.com/i/web/status/1983418867763556696"  
[X Link](https://x.com/GreenOriginInv/status/1983418867763556696)  2025-10-29T06:21Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER COPPER LEAD All of these items are considered critical. My favorite on the ASX is BOAB Metals. $BML I am also holding some other silver stocks such as $AGMR $EXN $SSV and copper too $MMA $PEX Silver is essential for the energy transition and lead is still an important industrial battery metal. Silver is now officially considered a critical metal in the US. Game on. https://t.co/45a74pkcwU Silver is now officially considered a critical metal in the US. Game on. https://t.co/45a74pkcwU"  
[X Link](https://x.com/GreenOriginInv/status/1986502221106966742)  2025-11-06T18:33Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER BOOM ๐Ÿ’ฅ Silver is essential in electronics EVs solar PV defense jewelry and a store of wealth. Get ready for the Santa ๐ŸŽ…๐Ÿฝ rally. $AGMR $BML $ORV $GSVR $SLV $APGO $EXN $GRSL Silver still looks relatively cheap despite the historic rally: The gold-to-silver ratio is now above [--] points on an annual basis near the highest level since the 1980s. This is [----] standard deviations above its long-term historical mean according to Crescat Capital. This https://t.co/CK8rbd47Qa Silver still looks relatively cheap despite the historic rally: The gold-to-silver ratio is now above [--] points on"  
[X Link](https://x.com/GreenOriginInv/status/1990478816507277531)  2025-11-17T17:55Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹ORVANA $ORV A bit of profit taking today however although cost increases would be expected we need to look at the impact with a US$4000/oz gold price. Also the patience to watch this play out. - Valuation Impact: Q1 strength could drive 2040% share price upside to CA$1.401.60 (from CA$1.19) implying market cap CA$190220 million. Trades at 0.7x NAV; sustained gold US$4000 supports re-rating to peer multiples (0.81.0x). - Catalysts: Positive pilot results (expected December) or early dor sales could accelerate momentum. Argentina's Taguas drilling starts January adding speculative upside. -"  
[X Link](https://x.com/GreenOriginInv/status/1994101300351652049)  2025-11-27T17:49Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹GOLDEN MONETARY SYSTEM For those that have not quite realized we are moving to a new gold backed monetary system. This is not a short term aberration. $KAU $ORV $MGG $GWM $B $NEM $SAM $SOMA $JZR $GG $VGZ Breakout Alert ๐Ÿšจ: Gold Kaboom ๐Ÿ“ˆ๐Ÿ“ˆ https://t.co/GAUB2FsrSS Breakout Alert ๐Ÿšจ: Gold Kaboom ๐Ÿ“ˆ๐Ÿ“ˆ https://t.co/GAUB2FsrSS"  
[X Link](https://x.com/GreenOriginInv/status/1994255169098510465)  2025-11-28T04:00Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER PRICE FORECAST NO FURTHER COMMENT $AGMR $SILG $SILJ $SSV $SOMA $ORV $MGG Is silver still underpriced Silver ETFs now reflect 0.3% of all ETF assets the highest in [--] years. This remains below the 0.4% seen during the [----] pandemic high despite the strong rally in silver prices this year. By comparison the [----] peak was nearly 1.8% or [--] times https://t.co/018KtBpybs Is silver still underpriced Silver ETFs now reflect 0.3% of all ETF assets the highest in [--] years. This remains below the 0.4% seen during the [----] pandemic high despite the strong rally in silver prices this year. By"  
[X Link](https://x.com/GreenOriginInv/status/1994597408488263937)  2025-11-29T02:40Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER & GOLD If you are going to read just one post today - let it be this one. Generational wealth is calling for those who are smart enough to see the wood for the trees. Silver: $AGMR $SSV $GSVR.V $AG $ABRA $AAG $GGD $KTN $GRSL $EXN $DEF $SNAG Gold: $TUD $USAU $KGC $GWM $PEX $SPX Platinum: $SBSW $PGE $VO SILVER & GOLD MINERS: THE WORLD'S MOST UNDERVALUED SECTOR Look at the chart. The entire market cap of the global gold & silver mining sector is a rounding error compared to single tech giants. This is an historic mispricing. THE VALUATION GAP IN ONE CHART: โžก Total Mining"  
[X Link](https://x.com/GreenOriginInv/status/1997964280449392653)  2025-12-08T09:39Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER NUCLEAR BAZOOKA Mark provides in-depth insight once again. JP Morgan would definitely not want to miss an inevitable boom. ๐Ÿ’ฅ So they suppress and position and then let loose. This is once in a lifetime chance and Jamie Dimon knows it. $JPM $AGMR $JZR $ORV $EXN $SSV $AAG $BML ๐Ÿšจ JP MORGAN IS HOARDING SILVER. HERE'S WHAT IT MEANS. While silver broke to new all-time highs on December 6th the real story was buried: JP Morgan reportedly shifted [---] million ounces into its vaults. That's an estimated 9% of annual global supply. THE 4-PHASE PATTERN OF A https://t.co/Qc496EGLID ๐Ÿšจ JP"  
[X Link](https://x.com/GreenOriginInv/status/1998329529727942960)  2025-12-09T09:51Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER AND AI Silver is a critical metal for digitalization data centers AI solar PV and batteries. We are at the start of a mega bull phase with a confirmed physical structural deficit. $BML $AGMR $EXN $AAG $AGA $OVR $GSVR $SSV $GRSL $MMA.ax $IVR.ax Silver: Powering AI EVs and the Next-Generation Global Economy Read more: https://t.co/V6ccJyrIht https://t.co/ZkqDCMBNuA Silver: Powering AI EVs and the Next-Generation Global Economy Read more: https://t.co/V6ccJyrIht https://t.co/ZkqDCMBNuA"  
[X Link](https://x.com/GreenOriginInv/status/1998435562160796068)  2025-12-09T16:52Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER BE LIKE NO FEAR Silver shrugs off hawkish FED $AGMR $BML $EXN $ORV $MGG $AAG $IVR $JZR $SIL $SILJ $GS $JPM Silver Shrugs Off 'Hawkish Cut' Fears; Goldman Traders Note 'It's Different This Time' https://t.co/vmBx2zhL6A Silver Shrugs Off 'Hawkish Cut' Fears; Goldman Traders Note 'It's Different This Time' https://t.co/vmBx2zhL6A"  
[X Link](https://x.com/GreenOriginInv/status/1998784955464429762)  2025-12-10T16:00Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER COPPER LITHIUM If these go ahead and we have space based solar and the data centers then were going to need to commodities to make it happen. Here are three stocks I have invested in recently: EMH - lithium ESM - copper AGMR - silver $EMH $ESM.TO $AGMR $SIL $SILJ $LIT OPINION: ELON'S SPACE DATA CENTERS SOUND CRAZY. UNTIL YOU REALIZE CHINA'S WINNING THE AI POWER RACE BY 2-TO-1 While America debates permits for new power plants China just built the largest electrical grid in human history. They generate twice America's electricity charge https://t.co/sL4f57fG8C OPINION: ELON'S SPACE"  
[X Link](https://x.com/GreenOriginInv/status/1999043983717339210)  2025-12-11T09:10Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹GOLD SILVER COPPER $ORV.TO $ORV is a multi-commodity producer. This mine re-start process is sweet music ๐ŸŽผ $GDX $GLD $SIL $SILJ Orvana Minerals Corp. announced a phased restart of the Don Mario plant in Bolivia. Initial circuits are online with full ramp-up targeted from February to April [----]. $ORV.TO Full release ๐Ÿ‘‡ https://t.co/ipS66aTPbt Orvana Minerals Corp. announced a phased restart of the Don Mario plant in Bolivia. Initial circuits are online with full ramp-up targeted from February to April [----]. $ORV.TO Full release ๐Ÿ‘‡ https://t.co/ipS66aTPbt"  
[X Link](https://x.com/GreenOriginInv/status/2001243461278949561)  2025-12-17T10:49Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE ASCENDS Nothing much to say - the price story is playing out as expected. [----] will be a gem $PLS $QTWO $GLN $LKE $VUL $EMH $GRD $CHR $LIT $AGY $LIFT Mysteel daily reporting on China #lithium market 20251218๐Ÿ‘‡ Please click the link below if you wish to know more information about China's lithium-ion #battery industry https://t.co/7C4Ulzj3Yy https://t.co/Rux7HCOY4i Mysteel daily reporting on China #lithium market 20251218๐Ÿ‘‡ Please click the link below if you wish to know more information about China's lithium-ion #battery industry https://t.co/7C4Ulzj3Yy"  
[X Link](https://x.com/GreenOriginInv/status/2001479217146724622)  2025-12-18T02:26Z [----] followers, [----] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER PRICE BOOM ๐Ÿ’ฅ There are times when you simply Find Out. The solution is to ramp up investment in silver mining and processing to produce more silver. You can find a very good choice of miners from the @Silver__Santa profile page. Godspeed. $SIL $SILJ $AGMR $EXN $ORV $AGLD $BML $IVR $MMA $SOMA $MGG $GRSL #SILVER #ELONMUSK Tesla SpaceX AI Optimus Please @retweet https://t.co/2ZcLP5fFyT #SILVER #ELONMUSK Tesla SpaceX AI Optimus Please @retweet https://t.co/2ZcLP5fFyT"  
[X Link](https://x.com/GreenOriginInv/status/2004863745965916369)  2025-12-27T10:35Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹SILVER SUPPLY DEFICIT Its the most simply form of economics - demand is greater than supply. Until that changes prices will rise until we have a new equilibrium. Supply is relatively inelastic in the short run. $AGMR $MGG $GRSL $BML $IVR $MMA $SIL $SILJ $SLV Silver Supply & Demand 2016-2025F ๐Ÿ“ˆ https://t.co/kkytpxuCIC Silver Supply & Demand 2016-2025F ๐Ÿ“ˆ https://t.co/kkytpxuCIC"  
[X Link](https://x.com/GreenOriginInv/status/2008209281682985099)  2026-01-05T16:09Z [----] followers, [---] engagements


"๐Ÿ”‹๐Ÿ”‹GOLD When running our NPV models we thought inserting a gold price of $4000/oz was daring. Still massive value in junior producers. End of the month always has volatility and traders booking profits plus some leverage unwinding. $GDX $GLD $AGD $GG.V $KAU.AX BREAKING: Gold futures fall -$300/oz in [--] hours and officially drop back below $5200/oz. Volatility in gold markets is at [----] levels. https://t.co/vK48mGChmR BREAKING: Gold futures fall -$300/oz in [--] hours and officially drop back below $5200/oz. Volatility in gold markets is at [----] levels. https://t.co/vK48mGChmR"  
[X Link](https://x.com/GreenOriginInv/status/2017089436543242263)  2026-01-30T04:16Z [----] followers, [---] engagements


"@TheApeOfGoldST I am not as experienced a trader as Ape but last night there was blood ๐Ÿฉธ on the streets and being a vampire ๐Ÿง›โ™‚ I had a feeding frenzy and bought dips in stocks like $AGMR for example"  
[X Link](https://x.com/GreenOriginInv/status/2017463603608326550)  2026-01-31T05:03Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@GreenOriginInv Avatar @GreenOriginInv Green Energy Investor

Minbos Resources is close to finalizing financing for its Cabinda phosphate fertilizer project in Angola. Vulcan Energy received a $104 million grant for its zero-carbon lithium and geothermal energy project. Several lithium-related developments are underway, with increasing demand and potential supply constraints driving growth in the sector.

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Social Influence

Social category influence finance 74.03% cryptocurrencies 64.94% stocks 57.14% automotive brands 31.82% financial services 29.22% currencies 20.78% countries 18.18% technology brands 16.88% travel destinations 1.3% celebrities 1.3%

Social topic influence $pls #34, $qtwo #2, $sgml #5, $atlx #1, $min #6, $vul #1, $ltr #2, $rio #79, $alb #23, $igo #5

Top accounts mentioned or mentioned by @elonmusk @grok @evcurvefuturist @access_variaba @shangguanjiewen @moonshaman9279 @bencbai @mark4xx @teslaownerssv @lithiumionbull @adi_mbull @adamlowisz @comingsoon_okr @levithunderbold @nigghusbkillin @usuallyyjlee @daando37 @theapeofgoldst @silversanta @deptofcountry

Top assets mentioned Pulsechain (PLS) Q2 Holdings Inc (QTWO) Sigma Lithium Corporation Common Shares (SGML) Minswap (MIN) Realio Network (RIO) Alien Base (ALB) Sociedad Quimica y Minera de Chile SA (SQM) Lithium Americas Corp. Common Shares (LAC) Tesla, Inc. (TSLA) JPMorgan Chase (JPM) Boyd Gaming Corporation (BYD) GammaSwap (GS) UBS Group AG (UBS) Infinity Natural Resources, Inc (INR) Litentry (LIT) Uber Technologies, Inc. (UBER) Lucid Group Inc (LCID) Eastman Chemical Company (EMN) SPDR GOLD ETF (GLD) SSV Network (SSV) Gradium (GRD) Meme Alliance (MMA) Chromia (CHR) Public Masterpiece Token (PMT)

Top Social Posts

Top posts by engagements in the last [--] hours

"๐Ÿ”‹๐Ÿ”‹LITHIUM DESTOCKING CHINA This is the first time I see such analysis coming out of SMM for China. Were in consolidation territory. As the demand-supply picture becomes clearer a new path will be found. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $TLG $EMN https://twitter.com/i/web/status/1956972639492444616 https://twitter.com/i/web/status/1956972639492444616"
X Link 2025-08-17T06:53Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹COMEX DEFAULT INCOMING I found this article on silver market stress and what may happen in March illuminating. $AGMR $GRSL $KUYA $EXN $SOMA $B $SIL $SLV $SILJ https://t.co/VrppsMxTCg https://t.co/VrppsMxTCg"
X Link 2026-02-05T16:45Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹BATTERY ENERGY STORAGE BOOM BYD just announced signing another 12.5GWh of energy storage with Saudi Electricity Company bringing the operational & construction figures in Saudi Arabia to a massive 25.5GWh The kingdom has roared up the world rankings for grid-scale batteries and is now in a close race with Germany to take the number [--] spot for globally deployed storage behind only China and the US. The implication is that well witness a demand catalyst which will drive demand for lithium graphite phosphate and other chemicals in the coming months and years. $BYD $TSLA $CATL $LGES $SQM $PLS"
X Link 2025-02-16T03:33Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹BENCHMARK LITHIUM PRICE A slight cooling of the spot price but the fundamentals of the lithium market are going from strength to strength. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $GLN $PMET $ABAT https://twitter.com/i/web/status/1961733893612277943 https://twitter.com/i/web/status/1961733893612277943"
X Link 2025-08-30T10:13Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM BRIGHT SPOT Some green amongst the red. $LIT Mysteel daily reporting on China #lithium market 20260213๐Ÿ‘‡ Please click the link below if you wish to know more information about China's lithium-ion #battery industry https://t.co/NpxUNR9tPg https://t.co/Kfi8OaSPlB Mysteel daily reporting on China #lithium market 20260213๐Ÿ‘‡ Please click the link below if you wish to know more information about China's lithium-ion #battery industry https://t.co/NpxUNR9tPg https://t.co/Kfi8OaSPlB"
X Link 2026-02-13T03:00Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE FLOOR Seems nearly everyone has commented on this so why be left out - this is very good news at this stage of the lithium cycle. $PLS $LIT $GLN $EMH $AGY Strong data point demonstrating robust demand for #spodumene - $1000 price floor with no capped upside PLUS $100M interest-free pre-pay for the off-take. Well done @henderson_dale @pls_global $PLS https://t.co/zGSgSFA59Y Strong data point demonstrating robust demand for #spodumene - $1000 price floor with no capped upside PLUS $100M interest-free pre-pay for the off-take. Well done @henderson_dale @pls_global $PLS"
X Link 2026-02-10T02:24Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹SOTKAMO SILVER I am a latecomer to this one. However as it recently cooled of its highs and SPROTT has been buying recently I decided to come aboard. I have calculated value of this company based on $75/oz silver price and it is printing cash which should be reported soon I hope. $SILJ $SIL $SLV $VSO.F Sotkamo Silver PE Ratio sensitivity. https://t.co/OwXPbNdZOj Sotkamo Silver PE Ratio sensitivity. https://t.co/OwXPbNdZOj"
X Link 2026-02-10T19:19Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹GOLD Lower CPI - AI deflation - more competitive dollar - BRICS - National Debt - the pressure to lower interest rates is irresistible - no $KAU $GLD $GDX $SOMA $ORV $GG.V US Core CPI Tumbles To Slowest In [--] Years https://t.co/uvkghSSMgj US Core CPI Tumbles To Slowest In [--] Years https://t.co/uvkghSSMgj"
X Link 2026-02-13T14:01Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹COMMODITIES SUPERCYCLE The need for the US to do something about us National Debt the debasement thesis industrialization and abandonment of the rules based order still stand more than ever and this is super bullish for commodities. $COPX $LIT $GDX $GLD $SIL $SILJ $SLV We now have: [--]. US President with a [------] price target on the Dow [--]. New Fed Chair who is "required" to cut interest rates [--]. $2000 stimulus checks back in discussion [--]. US government buying $200 billion in mortgage bonds [--]. New $1.2 trillion funding bill signed into We now have: [--]. US President with a [------] price target"
X Link 2026-02-08T15:04Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER SILVER USA check out this case study on the value add of implementing a solar PV project at a school. This is likely to accelerate. Solar PV demand will continue to boom in the US meaning they need silver silver and more silver. $APGO $AGMR $EXN $BML $MMA $IVR $SSV In [--] yrs this #solar installation at an Arkansas high school turned the districts budget from a $250K deficit to a $1.8 million surplus. They're using the surplus to pay teachers more We have the solutions. Implement them. #ActOnClimate #ClimateAction #climate #NoWarNoWarming https://t.co/YDMsCVw0Ks In [--] yrs this #solar"
X Link 2025-12-05T04:17Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹THE COMMODITIES TRIO Gold Silver and Copper. If ever three wise men bring you gifts - insist on these. $AGMR $SOMA $CGNT $MMA.V $PEX.V $B $SSA.V $GLD $SIL $SILJ $EXN $AAG $AGX Charted: Gold Silver Copper & S&P [---] returns over [--] months ๐Ÿ“ˆ Read more: https://t.co/hav30pVbKg https://t.co/Mqhv5DWJ2b Charted: Gold Silver Copper & S&P [---] returns over [--] months ๐Ÿ“ˆ Read more: https://t.co/hav30pVbKg https://t.co/Mqhv5DWJ2b"
X Link 2025-12-08T13:12Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM BANDWAGON BOOM Great to see positive reaffirmation from the finance sector. [----] will be the year of lithium. European Metals Holdings looks exciting in the short term. DFS due anyway $QTWO $GLN $AGY $ATLX $PLS $SGML $LTR $CHR #WR1 #A11 $LKE $EMH $LIFT Morgan Stanley on Lithium ๐Ÿ‘‡ Lithium demand is beating expectations driven by a surge in Energy Storage Systems (ESS). ESS production is up 70% YoY and MS expects another 50% growth in [----] tightening the supplydemand balance. China lithium carbonate prices have already https://t.co/a5ryXrWxyp Morgan Stanley on Lithium ๐Ÿ‘‡ Lithium"
X Link 2025-12-16T04:00Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹COPPER BOOM ๐Ÿ’ฅ Read Marks assessment carefully. Junior mining stocks still hold great value. Its last orders.hurry. I recently invested in $ESM.TO Good luck $CGNT $SURG.V $MMA.V $TRBC.V $ORV $SOMA $BHP $VALE $RIO $FMG $GLEN "Stratospheric New Highs": The Copper Hoarding Has Begun. ๐Ÿš€ Copper isn't just rallying. It's preparing for a supply shock of historic proportions. The Catalyst: Anticipation of U.S. tariffs is causing a massive physical hoard. โžก Refined copper is flooding into the U.S. with https://t.co/5K3QFlYxIT "Stratospheric New Highs": The Copper Hoarding Has Begun. ๐Ÿš€ Copper"
X Link 2025-12-16T12:09Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM SPOT FORECAST Without doing any regression analytics or deep cross sectional data analysis but just by observing DFS numbers being reported - to meet the growth in demand I expect the new normal to be $30000 per mt. $PLS $SGML $ATLX $FL.V $EMH $LKE $AGY $GLN $GRD $CHR #WR1 #A11 $KOD As of today the spot price of #lithium carbonate (in $) reached $14026 per mt marking the highest level since Jun [--] [----]. It's the 9th consecutive day of price increases. We appear to be heading toward a $ 16k milestone. A new bottom on Dec [--] [----] is about to be confirmed https://t.co/ch2DjClUWV As"
X Link 2025-12-22T06:27Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM SUPPLY IS FALTERING I like thiswill lithium do a silver Probably. $PLS $QTWO $GRD $CHR $GLN $AGY $SGML $LIFT $LKE $VUL $EMH this isn't #lithium demand waking up. it's supply failing quietly for months & finally getting priced. forecasts priced sc6 nameplate. reality delivered sc5.0 to [---]. delays cuts & partial ramps. selected major projects: [----] kt on paper. [----] kt produced. dec '25 snapshot. https://t.co/jx5ySb2sCJ this isn't #lithium demand waking up. it's supply failing quietly for months & finally getting priced. forecasts priced sc6 nameplate. reality delivered sc5.0 to"
X Link 2025-12-27T04:24Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM MARKET TRENDS Great to see YJLee back on the channel. Watching this with a coffee โ˜• now. Were simply not bullish enough on batteries. Lithium is busting out. $LIRC $QTWO $GRD $LIT $EMH $VUL $GLN $AGY $PLS $NILI $LAC $LKE ๐Ÿ”ฅ [----] Pod Up w/ @usuallyYJLee ๐Ÿ”ฅ Why lithium prices spikedand why this rally feels different Are ESS shipments driving real demand or just inventory Can supply keep up with a 2Mt+ lithium market Is silver the next structural deficit trade ๐Ÿ“บ https://t.co/UxuaQJ8WyQ ๐Ÿ”ฅ [----] Pod Up w/ @usuallyYJLee ๐Ÿ”ฅ Why lithium prices spikedand why this rally feels different Are"
X Link 2026-01-09T16:36Z [----] followers, [----] engagements

"Sorry not $SYG but $SGA.AX Sarytogan Graphite"
X Link 2026-01-11T07:15Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM BULL MARKET There are many lithium investments one could add to their portfolio. Cannot fault $SGML to be there as a high quality investment. Another interesting one would be $ATLX and of course $QTWO as the monster early stage resource. However $LIT is riding high. Well done to all those that positioned themselves more than [--] months ago ๐Ÿ’š and I still say that I am very impressed with $PLS the most. Final comment - Mark is a smart guy. LITHIUM BULL RUN IS BACK THIS STOCK IS READY TO RIDE IT $SGML ๐Ÿš€ Today I reopened a position in Sigma Lithium my favourite lithium stock. Here's"
X Link 2026-01-14T03:10Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER SAYS ILL BE BACK And.it always is. $AGMR $AGLD $SOMA $ORV $GWM $GG $SIL $SILJ ๐Ÿšจ Silver Futures just snapped back to $91.61 after getting flushed. Liquidity sweep oscillator reset. Beat the market ๐Ÿ“ˆ Join our Substack. https://t.co/5LfxVMDWVJ https://t.co/TrvE3u7lwp ๐Ÿšจ Silver Futures just snapped back to $91.61 after getting flushed. Liquidity sweep oscillator reset. Beat the market ๐Ÿ“ˆ Join our Substack. https://t.co/5LfxVMDWVJ https://t.co/TrvE3u7lwp"
X Link 2026-01-15T16:44Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹THE LITHIUM PRICE BULL ๐Ÿ‚ I reiterate - we are in a lithium bull market. I repeat: ๐ŸฅŠ [----] was the year of stabilization ๐ŸฅŠ [----] is the year of realization ๐ŸฅŠ [----] will be the year of the boom ๐Ÿ’ฅ $QTWO $PLS $GRD $INR $PMET #WR1 $GLN $AGY $LIT $ATLX $SGML #LITHIUM futures heading to lunch STRONGER ๐Ÿ’ช ๐Ÿ” +4.7% = best gain since 13-Jan swing high โœ… ๐Ÿ” Close near high CRITICAL to confirm 142.1k as new point of demand + hold 138k-148.5k demand zone ๐Ÿง ๐Ÿ” Next supply = 174.06k swing high ๐ŸŽฏ $MIN $PLS $IGO $LTR $PMT $ALB $LAC $LIT $SQM https://t.co/aP4Mwt5Qwk #LITHIUM futures heading to lunch"
X Link 2026-01-20T03:58Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM IRON MANGANESE PHOSPHATE LMFP Telling you way in advance - $FRB.AX most impressive manganese investment I have seen. The lithium bull market will carry certain metals with it eventually. DYOR - still multiple bags left $LIT $SQM $MIN $LTR $RIO $GLEN"
X Link 2026-01-20T05:24Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹SOLAR AND EVs Want to understand in artistic way whats driving lithium and silver demand Pour a drink ๐Ÿฅƒ and have a listen ๐Ÿ™‚ $LIT $ALB $INR $NILI $QTWO $PMET $LAC $RIO $GLEN Just dropped a new track: Sun for Free. Its about the quiet shift already underway EVs solar batteries and the moment energy stopped being something you buy and started being something you capture. No slogans. No politics. Just physics.โšกโ˜€#LFP #EnergyTransition #Solar https://t.co/cXzhNWrXW0 Just dropped a new track: Sun for Free. Its about the quiet shift already underway EVs solar batteries and the moment energy"
X Link 2026-01-22T14:20Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM & BATTERY METALS The lithium bull is running loose. What to do You have a real physical bull market premised on massive industrial transformation. Therefore for existing producers its time to be old fashioned and get back to valuations. $SGML.V and $PLS.AX are good. DYOR For developers determine how long you are willing wait - for example I waited on $KOD.L and $ATLX I also like $GLN and $AGY Emerging developers - the market darling is $QTWO.V and $PMET.V Upcoming micro caps - I kinda like $GRD.V And finally USA focus - it has to be $NILI #Lithium https://t.co/4eKFNgbydM #Lithium"
X Link 2026-01-23T04:13Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM IN EUROPE It does look like that Europe is going to emerge as a massive consumer of battery metals. Therefore strategic companies for lithium graphite copper manganese etc will really benefit. $VUL $EMH $EMN $TLG $SGA $ESM.TO $KNI"
X Link 2026-01-23T10:46Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM TAIL WINDS Its amazing to see multiple transformations on one platform - lithium ion batteries which makes them a General Purpose Technology. Imagine BESS deployment as ubiquitous as light bulbs ๐Ÿ’ก. $LIT $ALB $PMET $BRW $ATLX $SGML $FL.V $LIFT $RIO $LAC Batteries are the lightbulb of the 21st century: Global BESS deployment up 51% in [----] to [---] GWh with another 50% jump expected in [----] to [---] GWh (enough to power 50m UK homes for a full day) The age of stored energy isnt coming; its already here https://t.co/CxSY23gJas https://t.co/Np7Spl8t1S Batteries are the lightbulb of the"
X Link 2026-01-23T13:03Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER Just bought $AGMR and $SAM @Ptasznikdemon I'm fully allocated @Ptasznikdemon I'm fully allocated"
X Link 2026-01-30T18:59Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM SHARE PRICE SCORE A lot of green. Some interesting reds on the YTD. Take a look at $NILI $AGY $INR could be a good entry point. ๐ŸŸข NEW: #Lithium Scoreboard January [--] [----] https://t.co/cgU0VpdwSG ๐ŸŸข NEW: #Lithium Scoreboard January [--] [----] https://t.co/cgU0VpdwSG"
X Link 2026-02-01T04:58Z [----] followers, [----] engagements

"@daando37 Perspective"
X Link 2026-02-01T13:35Z [----] followers, [--] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM BULLS @daando37 provides good analysis on various commodities. Good to be connected to those seeking deeper insight. $LIT $PLS $SGML $RIO $QTWO read between the lines: futures pulled back so refineries stopped offering spot. buyers closed old back priced tons. sellers don't want to de stock. that's not 'oversupply'. that's a market w/ weak liquidity & tight prompt availability around cny & planned outages. prices can read between the lines: futures pulled back so refineries stopped offering spot. buyers closed old back priced tons. sellers don't want to de stock. that's not"
X Link 2026-02-03T05:27Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹COPPER BULLISH This is super bullish for copper. $COPX $CGNT $SURG $SCMI $PEX $CLA.AX $HGO.AX $ESM.TO China the worlds largest consumer of industrial metals is looking to expand its copper inventories to secure supply https://t.co/iLaWw9bWOy China the worlds largest consumer of industrial metals is looking to expand its copper inventories to secure supply https://t.co/iLaWw9bWOy"
X Link 2026-02-03T13:36Z [----] followers, [----] engagements

"@MrBreakouts Come on $HGO"
X Link 2026-02-04T06:32Z [----] followers, [--] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER PRICE ACTION At this stage with fundamentals intact and even $GOOGL announcing double AI spending to $185bn - the structural deficit in silver will simply be exacerbated. Therefore its better to focus on the overall monthly silver price performance rather than the hourly movements even though its entertaining. Silver miners are printing ๐Ÿ’ต above $70/oz. $SIL $SILJ $SLV $AGMR $EXN $KUYA $GRSL $BML $EQTY Incredible volatility continues in the precious metals markets. Silver ran to $90 to only tumble nearly $17/ounce to $73/ounce before rebounding. This is something else"
X Link 2026-02-05T06:39Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE From Benchmark Mineral Intelligence. There has been a pullback in the lithium spot price. However look at all commodities including gold silver copper all of them have pared their gains. Extreme leveraged speculators are being flushed out in general before another leg up in a general commodities Supercycle. All long term fundamentals remain but in the short term we are beholden to momentum and leveraged positions. $LIT $COPX $GDX $GLD $SIL $SILJ $SLV https://twitter.com/i/web/status/2019448498547224732 https://twitter.com/i/web/status/2019448498547224732"
X Link 2026-02-05T16:30Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹GOLD & SILVER WILL BOOM ๐Ÿ’ฅ It seems the new Fed chair believes in a productivity miracle which enables a drop in interest rates. Couple that with a weak labor market. $SIL $SILJ $SLV $GDX $GLD $COPX $LIT $GOOGL $TSLA $META $MSFT $APPL $NVDA"
X Link 2026-02-05T18:34Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹COMMODITIES IN DEMAND Amazon updates on massive AI spending and that means infrastructure which means power and commodities. Silver copper lithium graphite aluminum its all in demand. We are in the midst of the great rotation from everything to commodities which in the short term are killing commodities stocks too but the DEMAND is there $LIT $COPX $SIL $SILJ $GLD $GDX $AMZN https://twitter.com/i/web/status/2019605616336203896 https://twitter.com/i/web/status/2019605616336203896"
X Link 2026-02-06T02:54Z [----] followers, [----] engagements

"@Mark4XX I keep saying Mark if we put just $70 into our NPV models its like silvers mines are the new central banks"
X Link 2026-02-06T15:23Z [----] followers, [----] engagements

"@Mark4XX @TheApeOfGoldST Bought more EQTY today"
X Link 2026-02-06T15:25Z [----] followers, [--] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM INVESTING I took a new position in LibertyStream Infrastructure. It reminds a little bit of Vulcan Energy $VUL Business Model and Operations LibertyStream's core business model revolves around proprietary DLE technology that extracts lithium from brine without traditional evaporation ponds enabling faster more environmentally friendly production compared to conventional mining. The company partners with oil and gas operators to access brine streams turning a disposal liability into a revenue opportunity. Key milestones include successful pilot projects achieving 90% lithium"
X Link 2026-02-06T17:16Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹STOCKS OF SILVER Silver is being depleted. Demand far exceeds supply. Economics [---] - even if there is short term turbulence the setup for the silver price to rise is a no brainer. I recently topped up in: $EQTY $AGMR $KUYA $EXN $SLV $SIL $SILJ Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC"
X Link 2026-02-07T17:44Z [----] followers, [----] engagements

"@FirstSquawk Interest rate cuts incoming"
X Link 2026-02-08T04:00Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹COBALT USA An interesting company for the USA is Electra Battery Materials $ELBM.V In early February [----] the Trump administration launched Project Vault a $12 billion initiative to create a U.S. strategic critical minerals reserve. It combines a $10 billion loan from the Export-Import Bank (EXIM) with $2 billion in private capital. The program targets stockpiling of cobalt lithium rare earths gallium nickel copper and others to shield U.S. manufacturers (EVs defense tech) from supply shocks and reduce China dependence. This is positive for Electra: ๐Ÿ”‹As North America's first planned"
X Link 2026-02-08T11:49Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM GOLD SILVER COPPER This type of news is clearly bullish for commodities. Kevin Warsh believes interest rates can be reduced due to the deflationary impact of AI. $LIT $SIL $SLV $SILJ $GLD $GDX $COPX $BATT BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show another strong wave of cooling inflation this time driven by a 20% drop in natural gas prices charged to residential https://t.co/VzP9LL29U3 BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from"
X Link 2026-02-08T13:40Z [----] followers, [----] engagements

"@trend_bullish Thats a beautiful TP - beautiful"
X Link 2026-02-08T17:12Z [----] followers, [--] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM INVENTORIES This is positive balancing for a lithium bull market. $LIT $QTWO $SGML $LIFT $LIB.V $NILI $ATLX @MGNewEnergy A fall in inventory and restocking of #lithium carbonate appears to explain the recent price rebound. This might be counteracting the volatility of the futures. @MGNewEnergy A fall in inventory and restocking of #lithium carbonate appears to explain the recent price rebound. This might be counteracting the volatility of the futures"
X Link 2026-02-09T14:12Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹SOLAR & STORAGE Its no secret that we are in the age of solar and storage. This means we are in the age of lithium silver copper graphite manganese and other critical minerals. Recent positions include: $EMM.V $ELBM.V $LIB.V $SCMI.V $NEXT.TO $ESM.TO Elon calls it early. Chips arent the problem anymore. Power is. AI outruns the grid by [----]. Electricity becomes the bottleneck. @elonmusk https://t.co/3Du3gkbAOS Elon calls it early. Chips arent the problem anymore. Power is. AI outruns the grid by [----]. Electricity becomes the bottleneck. @elonmusk https://t.co/3Du3gkbAOS"
X Link 2026-02-10T12:47Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹NEXTSOURCE MATERIALS NextSource Materials Announces C$25 Million LIFE Offering to Advance UAE Battery Anode Facility. Recap of Key NPV Components: ๐Ÿ”‹Molo Graphite Mine (Madagascar): Post-tax NPV of $285 million USD at a 10% discount rate (conservative adjustment from the company's 8% rate of $370 million). This assumes Phase [--] expansion to [---] ktpa concentrate production with average annual cash flows of $52 million over a 25-year life based on $1191/t selling price. ๐Ÿ”‹UAE Battery Anode Facility (BAF): Post-tax NPV of $316 million USD at 10% (from company's $442 million at 8%). This"
X Link 2026-02-10T18:18Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹MORE LITHIUM DEMAND $PLS $ALB $EMH $VUL $GLN $AGY $LIB.V $GRD.V $ATLX $TSLA - TESLA SEMI LONG RANGE PRICED AT $290000 Teslas 500-mile Semi Long Range is now quoted at $290000 up 60% from the original $180000 price promised in [----]. The Standard Range (325 miles) is listed around $260000. Despite the increase Tesla undercuts the average https://t.co/rU4rQ2vFbF $TSLA - TESLA SEMI LONG RANGE PRICED AT $290000 Teslas 500-mile Semi Long Range is now quoted at $290000 up 60% from the original $180000 price promised in [----]. The Standard Range (325 miles) is listed around $260000. Despite the"
X Link 2026-02-10T18:20Z [----] followers, [----] engagements

"@EVCurveFuturist Chris (have to get used to that ๐Ÿ™‚) is on fire"
X Link 2026-02-11T03:16Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM & BATTERY METALS Chris has performed some great analysis between AI assistants and research outlets like BNEF. The concept behind of a Tipping Point in of itself is worthy of historical consideration. Implications are that demand for lithium and other battery metals are ramping up Before we actually know and thats why we always get surprised. [----] and [----] will be formative years for lithium and other battery metals. $LIT $PLS $GLN $AGY Stop arguing about when EVs take over. The only thing that mattered was battery cost. Once $100/kWh was breachedearlier than I assumedmass"
X Link 2026-02-11T03:27Z [----] followers, [---] engagements

"@BULLReturns Interesting analysis ๐Ÿง"
X Link 2026-02-11T08:34Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹SOTKAMO SILVER Just like Sprott Asset Management I seem to keep buying more in $VSO.F The company just has to prove it can boost silver recovery rates each quarter and reach towards its target for [----]. It only has a market cap of 160M. I am looking for this to 3X. $SIL $SILJ $SLV $GLD $GDX Sotkamo update: PE of only [---] Compared to Hecla PE of [--] this is a steal. https://t.co/FyXHgrnk0V Sotkamo update: PE of only [---] Compared to Hecla PE of [--] this is a steal. https://t.co/FyXHgrnk0V"
X Link 2026-02-11T18:54Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE BOOM ๐Ÿ’ฅ Not to be too dramatic but were in the year of realization. All thats happening is in preparation for [----]. So far no news on mothballed operations or anything drastic. Why When resource companies take a beating they learn capital discipline and making money for shareholders is kinda important. We always over shoot and this is when the tight squeeze comes. $VUL $EMH $KOD $LIT $IRN $DSM $QTWO $ALB $LTR $AGY $GLN $ATLX $LIB.V $GRD.V $NILI Mysteel daily reporting on China #lithium market 20260212๐Ÿ‘‡ Please click the link below if you wish to know more information about"
X Link 2026-02-12T02:59Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹INDUSTRIAL SILVER BULLS Well we all know solar uses silver and we also know that lithium battery storage is a complimentary good. $SIL $SILJ $SLV $BML $MMA.AX $IVR.AX $AGMR.V $EXN.V $VSO.F @teslaownersSV China is an amazing powerhouse of manufacturing and understands very well that solar is the future. Its just a fact @teslaownersSV China is an amazing powerhouse of manufacturing and understands very well that solar is the future. Its just a fact"
X Link 2026-02-12T04:09Z [----] followers, [---] engagements

"@FayeKnoozIV Atlas is looking yummy - patience I guess"
X Link 2026-02-12T05:02Z [----] followers, [--] engagements

"@TheStocksKing @stats_feed Heard about it previously and congrats to the team but from what I recall not an easy one and was not sure how to enter"
X Link 2026-02-13T16:23Z [----] followers, [--] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER GOES MAINSTREAM And like clockwork in the cycle - mainstream media has caught on. @FT $BML $AGMR $AGX $SSV $ORV $SOMA $DEF $KTN $EQTY $IVR $MMA.ax"
X Link 2025-12-12T06:37Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹BUY MINERS DONT SELL Generational wealth to be made. $MMA $CGNT $AGMR $SOMA $AAG $GWM $SILJ $GLD $KAU $BML $ESM $HGO $GLN $QTWO Investors need to stop selling mining stocks just because gold and silver prices fall or in todays case give up portions of their daily gains. None of this noise matters to their profits which will be much higher than expected even if metal prices fall substantially lower. Investors need to stop selling mining stocks just because gold and silver prices fall or in todays case give up portions of their daily gains. None of this noise matters to their profits which"
X Link 2025-12-15T15:58Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM GETTING HOT ๐Ÿฅต Alright I call this my only wild card. I have come aboard the Grounded Lithium train. ๐Ÿš‚ We give DLE a chance - novel technology and security of supply benefit. Lets see. OK RBE - lets follow this one closely. $GRD.V $FL.V $QTWO #WR1 $LIFT $PMET $RIO $GLEN $ALB $LIT $LKE $VUL $AGY $GLN $SQM $GRD.v @GroundedLithium RBE's 10x Haymaker Lithium Bet: 4.2Mt LCE in Sask (1Mt M&I) PEA: $1B NPV 48.5% IRR @ $25k lithium MktCap: $4.3M (0.5% of NPV) JV with $DNN funding up to $15.15M to earn 75% - minimizes dilution DLE pilot + PFS underway (Due 1H 2026) https://t.co/bTHbbecha5"
X Link 2025-12-17T15:57Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER RUN Santa Clause just came to town. Silver juniors will be the major success stories through [----]. $AGMR $EXN $BML $IVR $AAG $AGX $SAM Intensifying Shortage: This Is What A Run On The London Silver Market Looks Like https://t.co/CNWGCH17yt Intensifying Shortage: This Is What A Run On The London Silver Market Looks Like https://t.co/CNWGCH17yt"
X Link 2025-12-25T15:56Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM SPOT PRICE Not bad for a Friday ๐Ÿ’ช As demand accelerates and supply responds meekly you know the script. Happy Lithium [----]. $PLS $QTWO $ATLX $EMH $CHR $GRD $LIT $AGY $GLN $NILI $KOD $LTR $MIN"
X Link 2026-01-02T04:54Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER BOOM ๐Ÿ’ฅ There is a physical supply deficit ๐Ÿ’ธ We need more silver $AGMR $EXN $BML $MGG $SSV $SIL $SILJ $SLV Silver ripping ๐Ÿš€ Back above [--] ๐Ÿ“ˆ https://t.co/FQbMdT2JwX Silver ripping ๐Ÿš€ Back above [--] ๐Ÿ“ˆ https://t.co/FQbMdT2JwX"
X Link 2026-02-04T14:39Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER BOOM ๐Ÿ’ฅ Nice to be in a stock with the greatest OTC ticker ever - $GAYMF $GWM.V $GWM.v @galwaymetals RBE's highest conviction gold junior. Breakout confirmed on volume. This has the look of a 2016/2020-style move. Multi-bagger within a few months. https://t.co/WrDrDd3do1 $GWM.v @galwaymetals RBE's highest conviction gold junior. Breakout confirmed on volume. This has the look of a 2016/2020-style move. Multi-bagger within a few months. https://t.co/WrDrDd3do1"
X Link 2026-01-24T02:49Z [----] followers, [----] engagements

"@Mark4XX What fascinating times - I added a few more to $EQTY"
X Link 2026-02-04T07:38Z [----] followers, [----] engagements

"@Silver__Santa @ItsCoachE I pumped up in EQTY too lets see how we land end of the month ;-)"
X Link 2026-02-06T15:22Z [----] followers, [--] engagements

"๐Ÿ”‹๐Ÿ”‹COPPER BOOM ๐Ÿ’ฅ The most underrated and undervalued copper play ready to go BOOM ๐Ÿ’ฅ. For a commodity thats going to go BOOM ๐Ÿ’ฅ $CLA.AX $COPX $MMA.V $CGNT.V $HGO.AX $SURG.V $SCMI.V $ESM.TO I've been explaining for a month now that the price of Celsius Resources is a once-in-a-lifetime opportunity and that the intention was to sell the entire MCN project. I think the market has finally realized this. $CLA.AX https://t.co/2tBxLnbZ6i I've been explaining for a month now that the price of Celsius Resources is a once-in-a-lifetime opportunity and that the intention was to sell the entire MCN"
X Link 2026-02-12T04:13Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM BOOMERS ASX will open soon. Whats looking lithium tasty $LIT $LTR $MIN $GLN $AGY $INR #WC8 #WR1 $PLS $VUL $EMH $ELV $RCM #Lithium 10x. 100x. 1000x. are possible in this cycle Position yourself early and ignore the noise https://t.co/G39cCt7PNR #Lithium 10x. 100x. 1000x. are possible in this cycle Position yourself early and ignore the noise https://t.co/G39cCt7PNR"
X Link 2026-01-25T15:15Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹COMMODITIES SUPERCYCLE Data centers are only one segment igniting elevated demand for commodities. Others include mobility cooling electrification and urbanization. For industrials I am expecting lithium to lead the charge. $LIT $ATLX $NILI $BRW $QTWO $EMH $VUL $GLN $AGY $GRD.AX AI will ignite a commodity supercycle - Data center operators have a combined market cap of $27T - They are committing to spend $7T - Into sectors with a combined market cap of $9T Thats the equivalent of trying to push the Hoover Dam through a garden hose. - On paper you https://t.co/oEyRBUhbVa AI will ignite a"
X Link 2026-02-14T05:14Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹GLOBAL COPPER BOOM ๐Ÿ’ฅ Alex Darden who leads infrastructure investment in the Americas for global private-markets firm EQT Partners Inc. said that even if there were some hype around AI the list of tailwinds combined with the fact that grid infrastructure is historically under-invested is creating significant opportunities. And its not just a [----] opportunity Darden said. This is a multi-year probably multi-decade investment cycle that were entering now. $BHP $SURG.V $ESM.TO $CGNT.V $PEX.V $MMA.V $RIO $GLEN $VALE"
X Link 2025-12-09T08:58Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM MANGANESE An interesting article in the FT regarding the choice by $GM and $F to pioneer LMR batteries as the next technology choice for larger cars especially. We already know that the next evolution of LFP batteries are LMFP. So those that have confidence on the use of manganese for the future can position in small caps early. Some nice stocks to consider: $EMM.V $EMN.V $FRB.AX - there are of course others. https://twitter.com/i/web/status/2020798607042195841 https://twitter.com/i/web/status/2020798607042195841"
X Link 2026-02-09T09:55Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹ATLAS LITHIUM The NPV of Atlas Lithium $539M at assumed lithium prices. However at todays lithium price this would exceed $700M and the current market cap is about $100M. So today I bought more shares with the initial catalyst of a firm FID confirmed in Q1 [----]. I like Atlas because it is expected to be in production by late 2026/early [----]. Finance is there and so are offtakers. $LIT $ATLX $SGML $QTWO Feb [--] [----] #Lithium Carbonate 99.5% Min China Spot Price: $20764.42 [--] day: $+180.56 (+0.88%) ๐Ÿ“ˆ YTD: +22.83% #Spodumene Concentrate (6% CIF China) Price: $2000.00 [--] day: $+0.00 (+0.00%) โžก"
X Link 2026-02-13T18:30Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹GOLD SILVER COPPER Gold seems to be taking centre stage these days. I think we have to postulate about two perhaps overlapping theses: ๐Ÿ”‹We are undergoing a big monetary reset where gold plays the the role of the last resort central asset or currency reserve and the dollar still maintains quite a dominant role in foreign fiat currency transactions ๐Ÿ”‹We are in one of those cyclical moments where a general rotation of capital is going into gold but will recede and partially reverse once the cycle is over Where these two aspects intersect and over what timeframe will reveal itself in the"
X Link 2026-02-14T10:36Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹BESS & TRUMP TARIFFS Without a deal lithium battery prices in the US could sky rocket. ๐Ÿš€ A nice chart from Benchmark Mineral Intelligence. $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM"
X Link 2025-04-20T01:22Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM DEMAND This type of adoption and S-curve growth in battery demand and hence critical mineral demand is easy to overlook when the market price is in the doldrums. $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM More batteries every month. https://t.co/EpYne4U3i2 More batteries every month. https://t.co/EpYne4U3i2"
X Link 2025-05-06T04:30Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹ELECTRIC VEHICLES Growth in EVs continues to break records. Not long to go before lithium and other battery metals feel the heat in the demand. So many transactions taking place shows we are at the bottom of the commodities cycle. $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM"
X Link 2025-05-20T05:27Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM CARBONATE COST CURVE China has deliberately flooded the lithium market and crashed prices aiming to frustrate new entrants. I think they have been successful. $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM"
X Link 2025-05-23T08:36Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM & MANGANESE General Motors seems to be taking the initiative in North America. It seems worldwide there is a movement towards lithium - manganese rich chemistries. A nice chart from Benchmark Mineral Intelligence shows this. $GM $EMN $VUL $VOWG $RNO $MBG $BMW $STLA https://twitter.com/i/web/status/1931938332843368726 https://twitter.com/i/web/status/1931938332843368726"
X Link 2025-06-09T04:56Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹HIGHER LITHIUM PRICES Joe Lowry doubles down with conviction that CATL is sowing the seeds for higher lithium prices. $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS CATL is sewing the seeds for higher #lithium prices by supporting demand for the electrification of trucks. As demand grows @catl_officials lepidolite & other money losing lithium assets will not be sufficient to keep the market over-supplied. https://t.co/OR4uyBNVl1 CATL is sewing the seeds for higher #lithium prices by supporting demand for the"
X Link 2025-06-10T13:37Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM IN [----] It looks like both demand and supply are re-balancing towards a pivotal year in [----]. Refining outside China reduces concentration of market power currently held by refiners in China. $LIT $MIN $PLS $ALB Zimbabwe is set to ban the export of lithium concentrates from [----] as it extends its push for more local processing. https://t.co/2mvz9JiR3a Zimbabwe is set to ban the export of lithium concentrates from [----] as it extends its push for more local processing. https://t.co/2mvz9JiR3a"
X Link 2025-06-11T01:36Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM BULL MARKET COMING This is a great piece on all the critical questions with respect to lithium supply demand and price. Thank you @robweir2 @Lithium_Royalty $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS Critical Minerals Roundtable โ› @robweir2 - @Lithium_Royalty $LIRC #LITHIUM The $LIRC Royalty Portfolio + Catalysts Ahead Lithium pricing environment Critical minerals demand outlook Lithium supply curtailments https://t.co/tnDlO12vWy Critical Minerals Roundtable โ› @robweir2 - @Lithium_Royalty $LIRC #LITHIUM"
X Link 2025-06-16T15:14Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE INCENTIVE COST CURVE From the latest video by SC Insights its interesting to see the evolution of where we are on the lithium incentive price cost curve current situation remains unsustainable $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS"
X Link 2025-06-19T01:15Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹THE LITHIUM BOTTOM I re-post this discussion as well as the many responses coming in on the back of commentary by Dwayne Sparkes. For what its worth I remain a $VUL Bull ๐Ÿ‚ and do note the on market buying for $PLS $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS ๐Ÿ”ฅ NEW VIDEO ๐Ÿ”ฅ With lithium prices near 4-year lows is now the time to buy @matt_fernley joins @LithiumIonBull and @RodneyHooper13 to discuss valuations production risks and the path to recovery. ๐Ÿ”‘ Key Themes Discussed: ๐Ÿ“‰ Are we near the bottom of lithiums"
X Link 2025-06-23T01:20Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM OPTIMISM Its good to see some lithium optimism. $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $LRIC $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS Highlight for me #FastmarketsLBMR was recent #RockStockChannel guest @usuallyYJLee presentation entitled: Raging Bull in a #Lithium China Shop in which he upgraded his already outlier bullish [----] forecast from 4.3mt to 4.6mt Pessimism in the lithium sector is at an https://t.co/CIWga3XmKK Highlight for me #FastmarketsLBMR was recent #RockStockChannel guest @usuallyYJLee presentation entitled: Raging Bull in a"
X Link 2025-06-25T05:44Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹WoW LITHIUM PRICE NEUTRAL A nice chart for the weekend from Benchmark Intelligence on perhaps a watershed moment for lithium week on week. I think this will be the case if the consensus on demand forecasts for [----] - [----] are simply too low - lets see what happens. We know for sure there are bottlenecks for additional new supply. Nobody is lending into a surplus market loss making process without firm offtake agreements. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS"
X Link 2025-06-28T02:19Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM BATTERY CHEMISTRY An interesting chart showing the dominant growth of LFP batteries. However moving forwards I would expect there to be a blend tilting towards LMFP. Manganeses time under the sun is coming with companies like Euro Manganese well placed. However excess lithium battery supply needs to balance out soon to incentivize future investments. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS"
X Link 2025-06-29T02:10Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM BOTTOMED OzBandit illustrates this well and a nice lithium message for a Monday $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS Mine closures stacking. Surplus fading. EVs & BESS exploding. Now base models get [--] kWh packs All signs point to a #lithium bottom. This bounce back wont be gentle. Buckle up.โšก๐Ÿ“ˆ#Accumulation #EVs #BESS #LFP $QTWO $PMT $PLS $VUL $PFE $LTR $MIN $IGO #WC8 #WR1 #GLN #INR #DLI https://t.co/NxnF1BVhgv Mine closures stacking. Surplus fading. EVs & BESS exploding. Now base models get"
X Link 2025-06-30T04:42Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹BRING ON THE LITHIUM BULL ๐Ÿ‚ Agree with you Matt - not just lithium but many battery metals and especially graphite and manganese. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS Is the drop in fundraising activity in battery materials just sowing the seeds for the next bull market I believe so. #Lithium #nickel #manganese #batteries #ElectricVehicles https://t.co/PNU5uxWhjo Is the drop in fundraising activity in battery materials just sowing the seeds for the next bull market I believe so. #Lithium #nickel"
X Link 2025-07-01T05:50Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹EU INVESTS 852M in BATTERY PROJECTS EU invests [---] million in [--] battery projects. (And theyre doing it at industrial scale). ๐Ÿ‘‡ [--]. France Automotive Cells Company [--] lithium-ion lines in [--] gigafactories [----] GWh of NMC battery cells across two sites [--]. Poland LG Energy Solution Wroclaw New line for 46-series cylindrical EV battery cells 85M cylindrical cells/year [--]. Sweden NOVO Energy [--] million cells = [----] GWh Circular design recycled inputs biodiversity protections [--]. France Verkor Doubles gigafactory capacity to [--] GWh/year Next gen automation [--]. Germany Cellforce Group Silicon/carbon"
X Link 2025-07-06T07:22Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM ION BULL ๐Ÿ‚ I high recommend watching this clip. It was interesting to learn more about Howards background and commend him for his courage to become a leading voice for the lithium industry. All the hallmarks are present for a new lithium price commodities supercycle: 1) Some companies are valued below replacement cost 2) Many lithium exploration companies are just not there anymore 3) Acquisitions from the likes of RIO PLS and not to mention China 4) Very low lithium prices putting many operations into losses 5) Massive demand growth and government policy support in most"
X Link 2025-07-06T12:52Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM SPOT PRICE Benchmark Mineral Intelligence published a lithium carbonate spot price of $8475 on 2nd July. WoW green & positive. A few more weeks of this and we have an official bottom with the next leg up in our sights. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS https://twitter.com/i/web/status/1942083705142452306 https://twitter.com/i/web/status/1942083705142452306"
X Link 2025-07-07T04:50Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LGES BATTERY PROFIT BOOM US battery manufacturing expands; support credits remain in place until [----]. If BESS demand and EV demand can expand despite revocation of consumer side credits then lithium demand may continue to expand in the US more than expected. Picture credit - Financial Times $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS"
X Link 2025-07-07T06:53Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE SQUEEZE From Benchmark Mineral Intelligence Benchmark data shows that lithium carbonate prices fell by 16% during Q2 Whats more spodumene and mica concentrate supply face a shortfall of 60kt LCE this year. ๐Ÿ“‰ Feedstock supply tightness coupled with chemical overcapacity is squeezing converter margins lowering utilisation rates and causing several mines in Africa and Australia to operate at a loss. As a result there is a risk of project delays or curtailments in the second half of [----]. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE"
X Link 2025-07-08T00:26Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM DEMAND IN WAITING A few days ago I posted a summary of industrial scale battery giga factories across Europe. Here is a news-flow from the UK - a country where EVs are booming and BESS is being integrated into services to the National Grid. The outlook across North America UK and Europe look promising for all kinds of battery metals. Growth in electricity demand - growth in renewables - growth in energy storage. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS"
X Link 2025-07-09T04:14Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM SQUEEZE IS COMING Highly read reputed online author and commentator @EVCurveFuturist is one of the first to declare The bottom is in. The squeeze is coming $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS Lithium spot price likely hit their true bottom in early Maynow [--] days into recovery. [----] days of solid uptrend in both prices & lithium stocks. Spod is rising & converter restarts are looming. The bottom is in. The squeeze is coming. $PLS $LTR $INR $RIO #QTWO #PFE #WC8 $VUL https://t.co/i2vYYNbYes"
X Link 2025-07-09T10:52Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM ECONOMICS Some of the best lithium economics and trend analysis on this forum comes from Juan Carlos. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS As of today the #lithium carbonate price (in dollars) has increased for [--] consecutive days. In the last [--] days the price of $Li2CO3 rose by 5.65% while the prices of $SQM $ALB Tianqi and Ganfeng increased by 13.25% 17.63% 6.28% and 5.5% respectively. https://t.co/ZHosxZ5YGw As of today the #lithium carbonate price (in dollars) has increased for 13"
X Link 2025-07-10T07:06Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹ANOTHER LITHIUM DEMAND DRIVER From the industry there is a renewed focus on Round-The-Clock distributed generation. Large gas turbines and nuclear simply take too long Therefore we see massive demand for solar PV and BESS lithium ion batteries ๐Ÿ”‹- despite policies in the US we do not see a slowdown in this trend there. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR"
X Link 2025-07-11T02:36Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM GRAND BOTTOM @EVCurveFuturist doubles down with his unequivocal claim grand bottoms in $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS [----] vibes are setting in. The #lithium bulls stretching cracking its neck. ready to run. I might be early but Im calling it: grand bottoms in. Asymmetric recovery incoming. #EVs #Accumulation #BESS #LFP $QTWO $PMT $PLS $VUL $PFE $LTR $MIN $IGO #WC8 #WR1 $GLN $INR $DLI $LIS https://t.co/QIPb0Rw2VC [----] vibes are setting in. The #lithium bulls stretching cracking its neck."
X Link 2025-07-11T03:02Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM-ION CLOCK Tick tock.Tick tock what time do you make it on the Lithium-Ion Clock $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR"
X Link 2025-07-11T04:42Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹DIRECT LITHIUM EXTRACTION A very interesting projection by Benchmark Mineral Intelligence for lithium in the USA led by the likes of Chevron. There are big hopes in the Smackover formation. Who disagrees with the projection Pertinent to note that Vulcan Energy is a pioneer in DLE from geothermal brines. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $CVX $XOM $EQNR"
X Link 2025-07-11T11:16Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹ WHY THE LITHIUM BOTTOM MATTERS Using the global lithium ETF as a proxy $LIT. Looking back two points are highlighted as previous grand bottoms. Subsequent to the bottom there were significant increases in value. Looking forwards you can see the potential current grand bottom indicated by the black cross. History might not repeat but it does tend to rhyme. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR"
X Link 2025-07-12T05:20Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM STOCKS USA Sam Gatlin from Kansas makes another technical comparison in the chart and asks is it time to but lithium stocks $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR Is it time to buy Lithium stocks https://t.co/igr4h72PPS Is it time to buy Lithium stocks https://t.co/igr4h72PPS"
X Link 2025-07-13T02:25Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹THE LITHIUM EFFECT โš โš โš  Attention ๐Ÿšจ๐Ÿšจ๐Ÿšจ all Investors CEOs Financiers Developers Refiners Traders OEMs and Automotive industry stakeholders. This latest piece by @EVCurveFuturist is THE best article I have read to date on the past present & future of lithium. Invention innovation technology supply demand prices marketsits all here $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $BMW $NIO $ZK $XPEV $LCID My latest piece: From fringe experiment to civilization enabler#Lithium batteries now power fleets homes"
X Link 2025-07-13T04:55Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹GLOBAL BESS DEPLOYMENT The lithium market finding a new bottom is no aberration. It is based on the firming up of multiple vectors for demand including BESS. See graphic from Benchmark Mineral Intelligence. In the coming [--] months this lithium price strength will form and cascade through to other battery metals in high demand. Along with others I predict high purity manganese to increase in focus. $EMN $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR"
X Link 2025-07-14T05:33Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE RALLY The lithium price rally continues. Its imperative to choose high quality companies in this cycle as an investor. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR As of today the #lithium carbonate price (in dollars) has increased for [--] consecutive days reaching over $9k/mt. In the last [--] days the price of $Li2CO3 rose by 8.1% while the prices of $SQM $ALB Tianqi & Ganfeng increased by 11.7% 19.4% 9.6% & 8.2% respectively. https://t.co/VsAzbit62Q As of today the #lithium carbonate price (in"
X Link 2025-07-15T04:34Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM & GEOECONOMICS We tend to discuss and show supply-demand-price analyses from a global total perspective. However consider this analysis from a recent Vulcan Energy information pack. A picture speaks a thousand words. Perhaps this provides additional focus on capital allocation choices and location - The Art of Geoeconomics $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR"
X Link 2025-07-16T08:11Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹TWO LITHIUM MINES AWAY FROM DEFICIT Another interesting scenario from Benchmark but is it likely $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR"
X Link 2025-07-16T18:51Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM MINE CLOSURES It doesnt seem like a huge amount but nevertheless there could be more. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR Zangge #lithium brine operation halted by the government GFEX flying https://t.co/vyqK0sKmBV Zangge #lithium brine operation halted by the government GFEX flying https://t.co/vyqK0sKmBV"
X Link 2025-07-17T06:09Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM CARBONATE PRICE If we continue to see further rational supply side discipline combined with progress on gigafactories and end consumer demand then we should continue to see continued progress in the Benchmark lithium spot price. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR https://twitter.com/i/web/status/1945874094211162544 https://twitter.com/i/web/status/1945874094211162544"
X Link 2025-07-17T15:51Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM DEMAND - DONT FORGET Just a reminder that lithium action is not all on the supply side. Perhaps a question for @EVCurveFuturist and others. Are most EV demand projections inclusive of robotaxi fleets or is the potential there for robotaxis to become a demand vector unto themselves $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID"
X Link 2025-07-18T05:15Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE FORECAST I asked Copilot for an analysis of the lithium market and to summarize it in a chart. Here is the result up to [----]. All the labeling on the chart was inserted by AI ๐Ÿค– not me. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID https://twitter.com/i/web/status/1946817950557614312 https://twitter.com/i/web/status/1946817950557614312"
X Link 2025-07-20T06:22Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM BOTTOM HYPOTHESIS Another update from @EVCurveFuturist on the grand lithium bottom hypothesis. If true were entering into the beginning of perhaps a 24-36 months cycle So far key pricing metrics including futures are green. My focus is allocating capital to those companies that are going to make an impact with efficiency and a strong focus on execution. In addition I have a bias towards projects with a view on processing and end-product solutions. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER"
X Link 2025-07-21T01:54Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE GRAND BOTTOM We remain in positive territory for the lithium price; perhaps another [--] days before we can be certain of a grand bottom for the lithium price. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID As of today the #lithium carbonate price (in $) has increased or remained constant for [--] days reaching $9613/mt a 15.5% rise. Consequently over the last [--] days the stock prices of $SQM $ALB Tianqi & Ganfeng have increased by 17.6% 33.4% 18.7% & 16.4% respectively"
X Link 2025-07-22T03:52Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM & COMMODITIES SUPERCYCLE Regardless of short term politics the world is undergoing a massive transition which involves cleaner energy and advanced technology. This transition is premised on access to critical minerals and other commodities. The lithium price cycle is a long time coming and there are many others that will follow. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID"
X Link 2025-07-23T01:43Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE IN CHINA From Benchmark Mineral Intelligence: Benchmark data shows that the Jiangxi region is forecast to account for the largest share - 38% - of Chinas mined #lithium output in [----]. But the Yichun Natural Resource Bureau has reported that permit issues were found at eight Chinese #lithium mines in Yichun Jiangxi. โ› If the mines affected fail their audits production may be halted which could disrupt Chinas lithium supply pipeline and destabilise near-term and future prices. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD"
X Link 2025-07-24T04:24Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹THE LITHIUM RAGING BULL ๐Ÿ‚ The Energy Transition Investor declares [----] = Lithium Deficit year $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID This Raging Lithium Bull as Howard @LithiumIonBull names me๐Ÿ˜‰ maintains that [----] = #lithium Deficit year. Key reason is the underestimated DEMAND. [----] = 4.6Mt demand in my model. The main futures LC2509 on GFEX just jumped 7.8% this morning. Fun times are here https://t.co/VFhTsemLc4 This Raging Lithium Bull as Howard @LithiumIonBull names me๐Ÿ˜‰ maintains"
X Link 2025-07-24T04:27Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM GRAND BOTTOM @EVCurveFuturist has been my number one go to on calling the Grand Bottom. So far so unbelievably good A group of us lithium investors on X have been ๐Ÿ’ฏ consistent in our longer term thematic for lithium. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID The "Grand Bottom" case strengthens. Since June [--] #lithium carbonate futures (GFEX.LC2509) are up +21.5%from [-----] to [-----]. Volume surging. Open interest rising. Deals Done. Doubters Quiet. #EV #BESS #LFP $QTWO $PMT $PLS $VUL"
X Link 2025-07-24T06:50Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM CARBONATE SPOT PRICE Lithium carbonate spot price from Benchmark Mineral Intelligence on 23rd July [----]. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET"
X Link 2025-07-26T13:36Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE GRAND BOTTOM I believe this continues to support @EVCurveFuturist hypothesis that we indeed are at our grand bottom. The implications of which can be transformational. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET As of today the #lithium carbonate price (in $) continued to rise reaching $10283.17/mt a 23% increase since the bottom date. As a result over the last [--] days the stock prices of $SQM $ALB Tianqi & Ganfeng have increased by 27% 45% 39% & 25% respectively."
X Link 2025-07-28T03:30Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICES & INVESTMENT Just a reminder on a down day that we need higher lithium prices to incentivize investment in new production. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $KCLI https://twitter.com/i/web/status/1950751516492431708 https://twitter.com/i/web/status/1950751516492431708"
X Link 2025-07-31T02:52Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM CARBONATE SPOT PRICE From Benchmark Mineral Intelligence a succinct explanation of last weeks spot price action: ๐Ÿ“ฃ BMI Lithium Carbonate (Spot) Price EXW China rises to [-----] USD/t on [--] July This sharp uptick represents a 10% increase from last weeks price and lessens the YoY decrease to 12%. How is the market responding ๐Ÿ“‰ Chinese producers cut back on inventories ๐Ÿ“ˆ Traders built up stockpiles to meet improved demand $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT"
X Link 2025-08-01T08:19Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM DEMAND FORECASTS A flashback to SC Insight webinar. I recall by [----] they expect BESS demand to be around [---] GWh - this is [---] GWh below projections by CATL. The [---] GWh gap in expectations is equivalent to maybe [--] lithium rock mines (hopeful I memorized this all correctly). They also believe well start to see minor deficits from [----]. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $KCLI"
X Link 2025-08-03T02:36Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM SUPPLY NOT ADJUSTING From SC Insights this is a really good slide on why lithium supply is not responding and not as elastic to price as we expect. Debt service; depreciation/financing; Take or pay agreements; floor pricing. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $KCLI https://twitter.com/i/web/status/1952177013218791782 https://twitter.com/i/web/status/1952177013218791782"
X Link 2025-08-04T01:17Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM MARKET BALANCE AND PRICE Another useful slide on the market balance and lithium price forecast. Need to keep an eye on inventories however with strong demand SC insights forecasts a deficit in [----]. Is there any doubt anywhere that we have continued strong demand Do the math ๐Ÿงฎ $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT"
X Link 2025-08-06T01:40Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE SURGE Anyone watched the interview The importance of critical minerals dawning on everyone. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT"
X Link 2025-08-06T07:07Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹GFEX LITHIUM PRICE BOUNCE How fast will we recover; not sure but I presume in spurts but on a more steady trajectory. Nevertheless from industry there is continuous growth in demand for both EVs and BESS. New mines will not be financed without high enough lithium incentive prices. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT And there we go.there is a bounce off the 5th Aug interim low in the GFEX #Lithium future which establishes the June lows as the bottom for this cycle."
X Link 2025-08-07T07:24Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹NORTHVOLT RESURRECTION Lithium-ion battery production back on the menu in Sweden. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT"
X Link 2025-08-07T15:51Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM LEPIDOLITE MINE With current reports that another mine has been closed - are we at [--] OClock yet Impact on lithium price $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT Chinese financial news site 'Futures Daily' () seems to be the origin of the claim that CATL's lepidolite mine was halted yesterday with no immediate plans to resume. #lithium jianxiawo https://t.co/qZlNKZEUHq Chinese financial news site 'Futures Daily' () seems to be the origin of the claim that CATL's"
X Link 2025-08-10T01:33Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE POSITIVE YTD What a huge turnaround - this is it finally the lithium price is positive year to date $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT Aug [--] [----] #Lithium Carbonate 99.5% Min China Spot Price: $10345.07 [--] day: $+361.04 (3.62%) ๐Ÿ“ˆ YTD: +0.86% #Spodumene Concentrate (6% CIF China) Price: $840.00 [--] day: $+63.00 (8.11%) ๐Ÿ“ˆ YTD: +2.94% Sponsored by @OrestocksNews Aug [--] [----] #Lithium Carbonate 99.5% Min China Spot Price: $10345.07 [--] day: $+361.04 (3.62%)"
X Link 2025-08-11T05:06Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM DEMAND FOR DATA CENTERS In this prediction of incremental data center investments of [---] GW if we assume just one hour battery backup installations then that would be [---] GWh of lithium-ion batteries. A bit crude but just an example. Comments welcome. This excludes any configuration to support renewables or a weak local grid which would entail even more. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT"
X Link 2025-08-12T10:49Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE LONG & STRONG The market remains upbeat - doesnt surprise me given the supply-demand fundamentals and battery pack cost curves. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $TLG $EMN Aug [--] [----] #Lithium Carbonate 99.5% Min China Spot Price: $11747.55 [--] day: $+263.83 (2.3%) ๐Ÿ“ˆ YTD: +14.53% #Spodumene Concentrate (6% CIF China) Price: $978.00 [--] day: $+38.00 (4.04%) ๐Ÿ“ˆ YTD: +19.85% Sponsored by @LibraLithium Aug [--] [----] #Lithium Carbonate 99.5% Min China Spot"
X Link 2025-08-18T05:25Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹DIRECT LITHIUM EXTRACTION Those companies that successfully pioneer Direct Lithium Extraction to full production will be at the cutting edge of refined lithium supply. Vulcan Energy is one of those pioneering companies close to making this a reality. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $TLG $EMN https://twitter.com/i/web/status/1957867047435792497 https://twitter.com/i/web/status/1957867047435792497"
X Link 2025-08-19T18:07Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM DEMAND E-TRUCKS These demand projections from Arcane Capital could really shock โšก lithium demand very soon. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $TLG $EMN https://twitter.com/i/web/status/1959065120027615714 https://twitter.com/i/web/status/1959065120027615714"
X Link 2025-08-23T01:28Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹STAGGERING GROWTH IN LITHIUM BATTERIES - CHINA Chinas battery energy storage capacity is now above [---] GW up 110% vs. last year surpassing hydro for the first time ever. This growth will continue and be replicated all over the world. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $ASN $GLN $PMET $ABAT $TLG $EMN https://twitter.com/i/web/status/1959665505201193213 https://twitter.com/i/web/status/1959665505201193213"
X Link 2025-08-24T17:13Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹CHINESE LITHIUM STOCKS This whole set up looks very nice for the next leg up in the lithium price commodity cycle. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $GLN $PMET $ABAT Chinese #lithiumstocks surged on CATL expansion plans. Spodumene spot prices returned to growth (+0.6% today). https://t.co/3xL4PWB99R Chinese #lithiumstocks surged on CATL expansion plans. Spodumene spot prices returned to growth (+0.6% today). https://t.co/3xL4PWB99R"
X Link 2025-08-29T11:27Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM BATTERIES - TRILLION ๐Ÿค‘ Happy weekend and a reminder of a recent prediction. Grid scale batteries - predominantly lithium ion are the next trillion dollar business in energy. Taking off right now - reserve your seat and fasten your seatbelts. Although the focus is on lithium I am also positioned in manganese and graphite. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $GLN $PMET $ABAT $EMN $SGA"
X Link 2025-08-31T02:47Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM ION BATTERY DEMAND Pay attention to the chart ๐Ÿ“Š- lithium ion batteries demand will follow. The only way to scale in the short to medium term is solar + storage. $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $GLN $PMET $ABAT The AI Revolution is so massive that electricity prices are moving in a literal straight line higher. Energy is the new limiting factor to AI growth. https://t.co/ZCy6l2UM3W The AI Revolution is so massive that electricity prices are moving in a literal straight line"
X Link 2025-09-01T10:29Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE FALSE SUMMIT Looking at the recent improvement in the lithium price its clearly a warm up or false summit. The market price is still not signaling a structural shift. However it will soon enough. You aint seen nothing yet Chart: SC Insights $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $GLN $PMET $ABAT https://twitter.com/i/web/status/1962546288739946841 https://twitter.com/i/web/status/1962546288739946841"
X Link 2025-09-01T16:01Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM & ESS DEMAND If you are looking for a lithium demand shock segment; look at grid integrated battery energy storage systems. The variation in expected demand out to [----] is around [--] lithium mines. Source: SC Insights $LIRC $PLS $IGO $MIN $LTR $RIO $SGML $ALB $ATLX $QTWO $VUL $SQM $ASN $SLI $LAC $LKE $CATL $LGES $BYD $TSLA $GS $JPM $UBS $INR $UBER $LCID $GLN $PMET $ABAT https://twitter.com/i/web/status/1963449913934844026 https://twitter.com/i/web/status/1963449913934844026"
X Link 2025-09-04T03:51Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹SOLAR & SILVER & LITHIUM The Big Read in the FT today - global boom in solar means also global boom in battery energy storage which means global boom in silver & lithium. @EVCurveFuturist - relevant to your recent post. $VUL $QTWO $LIRC $PLS $SGML $ALB $SSV $BML $AGMR $EXN https://twitter.com/i/web/status/1983418867763556696 https://twitter.com/i/web/status/1983418867763556696"
X Link 2025-10-29T06:21Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER COPPER LEAD All of these items are considered critical. My favorite on the ASX is BOAB Metals. $BML I am also holding some other silver stocks such as $AGMR $EXN $SSV and copper too $MMA $PEX Silver is essential for the energy transition and lead is still an important industrial battery metal. Silver is now officially considered a critical metal in the US. Game on. https://t.co/45a74pkcwU Silver is now officially considered a critical metal in the US. Game on. https://t.co/45a74pkcwU"
X Link 2025-11-06T18:33Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER BOOM ๐Ÿ’ฅ Silver is essential in electronics EVs solar PV defense jewelry and a store of wealth. Get ready for the Santa ๐ŸŽ…๐Ÿฝ rally. $AGMR $BML $ORV $GSVR $SLV $APGO $EXN $GRSL Silver still looks relatively cheap despite the historic rally: The gold-to-silver ratio is now above [--] points on an annual basis near the highest level since the 1980s. This is [----] standard deviations above its long-term historical mean according to Crescat Capital. This https://t.co/CK8rbd47Qa Silver still looks relatively cheap despite the historic rally: The gold-to-silver ratio is now above [--] points on"
X Link 2025-11-17T17:55Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹ORVANA $ORV A bit of profit taking today however although cost increases would be expected we need to look at the impact with a US$4000/oz gold price. Also the patience to watch this play out. - Valuation Impact: Q1 strength could drive 2040% share price upside to CA$1.401.60 (from CA$1.19) implying market cap CA$190220 million. Trades at 0.7x NAV; sustained gold US$4000 supports re-rating to peer multiples (0.81.0x). - Catalysts: Positive pilot results (expected December) or early dor sales could accelerate momentum. Argentina's Taguas drilling starts January adding speculative upside. -"
X Link 2025-11-27T17:49Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹GOLDEN MONETARY SYSTEM For those that have not quite realized we are moving to a new gold backed monetary system. This is not a short term aberration. $KAU $ORV $MGG $GWM $B $NEM $SAM $SOMA $JZR $GG $VGZ Breakout Alert ๐Ÿšจ: Gold Kaboom ๐Ÿ“ˆ๐Ÿ“ˆ https://t.co/GAUB2FsrSS Breakout Alert ๐Ÿšจ: Gold Kaboom ๐Ÿ“ˆ๐Ÿ“ˆ https://t.co/GAUB2FsrSS"
X Link 2025-11-28T04:00Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER PRICE FORECAST NO FURTHER COMMENT $AGMR $SILG $SILJ $SSV $SOMA $ORV $MGG Is silver still underpriced Silver ETFs now reflect 0.3% of all ETF assets the highest in [--] years. This remains below the 0.4% seen during the [----] pandemic high despite the strong rally in silver prices this year. By comparison the [----] peak was nearly 1.8% or [--] times https://t.co/018KtBpybs Is silver still underpriced Silver ETFs now reflect 0.3% of all ETF assets the highest in [--] years. This remains below the 0.4% seen during the [----] pandemic high despite the strong rally in silver prices this year. By"
X Link 2025-11-29T02:40Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER & GOLD If you are going to read just one post today - let it be this one. Generational wealth is calling for those who are smart enough to see the wood for the trees. Silver: $AGMR $SSV $GSVR.V $AG $ABRA $AAG $GGD $KTN $GRSL $EXN $DEF $SNAG Gold: $TUD $USAU $KGC $GWM $PEX $SPX Platinum: $SBSW $PGE $VO SILVER & GOLD MINERS: THE WORLD'S MOST UNDERVALUED SECTOR Look at the chart. The entire market cap of the global gold & silver mining sector is a rounding error compared to single tech giants. This is an historic mispricing. THE VALUATION GAP IN ONE CHART: โžก Total Mining"
X Link 2025-12-08T09:39Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER NUCLEAR BAZOOKA Mark provides in-depth insight once again. JP Morgan would definitely not want to miss an inevitable boom. ๐Ÿ’ฅ So they suppress and position and then let loose. This is once in a lifetime chance and Jamie Dimon knows it. $JPM $AGMR $JZR $ORV $EXN $SSV $AAG $BML ๐Ÿšจ JP MORGAN IS HOARDING SILVER. HERE'S WHAT IT MEANS. While silver broke to new all-time highs on December 6th the real story was buried: JP Morgan reportedly shifted [---] million ounces into its vaults. That's an estimated 9% of annual global supply. THE 4-PHASE PATTERN OF A https://t.co/Qc496EGLID ๐Ÿšจ JP"
X Link 2025-12-09T09:51Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER AND AI Silver is a critical metal for digitalization data centers AI solar PV and batteries. We are at the start of a mega bull phase with a confirmed physical structural deficit. $BML $AGMR $EXN $AAG $AGA $OVR $GSVR $SSV $GRSL $MMA.ax $IVR.ax Silver: Powering AI EVs and the Next-Generation Global Economy Read more: https://t.co/V6ccJyrIht https://t.co/ZkqDCMBNuA Silver: Powering AI EVs and the Next-Generation Global Economy Read more: https://t.co/V6ccJyrIht https://t.co/ZkqDCMBNuA"
X Link 2025-12-09T16:52Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER BE LIKE NO FEAR Silver shrugs off hawkish FED $AGMR $BML $EXN $ORV $MGG $AAG $IVR $JZR $SIL $SILJ $GS $JPM Silver Shrugs Off 'Hawkish Cut' Fears; Goldman Traders Note 'It's Different This Time' https://t.co/vmBx2zhL6A Silver Shrugs Off 'Hawkish Cut' Fears; Goldman Traders Note 'It's Different This Time' https://t.co/vmBx2zhL6A"
X Link 2025-12-10T16:00Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER COPPER LITHIUM If these go ahead and we have space based solar and the data centers then were going to need to commodities to make it happen. Here are three stocks I have invested in recently: EMH - lithium ESM - copper AGMR - silver $EMH $ESM.TO $AGMR $SIL $SILJ $LIT OPINION: ELON'S SPACE DATA CENTERS SOUND CRAZY. UNTIL YOU REALIZE CHINA'S WINNING THE AI POWER RACE BY 2-TO-1 While America debates permits for new power plants China just built the largest electrical grid in human history. They generate twice America's electricity charge https://t.co/sL4f57fG8C OPINION: ELON'S SPACE"
X Link 2025-12-11T09:10Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹GOLD SILVER COPPER $ORV.TO $ORV is a multi-commodity producer. This mine re-start process is sweet music ๐ŸŽผ $GDX $GLD $SIL $SILJ Orvana Minerals Corp. announced a phased restart of the Don Mario plant in Bolivia. Initial circuits are online with full ramp-up targeted from February to April [----]. $ORV.TO Full release ๐Ÿ‘‡ https://t.co/ipS66aTPbt Orvana Minerals Corp. announced a phased restart of the Don Mario plant in Bolivia. Initial circuits are online with full ramp-up targeted from February to April [----]. $ORV.TO Full release ๐Ÿ‘‡ https://t.co/ipS66aTPbt"
X Link 2025-12-17T10:49Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹LITHIUM PRICE ASCENDS Nothing much to say - the price story is playing out as expected. [----] will be a gem $PLS $QTWO $GLN $LKE $VUL $EMH $GRD $CHR $LIT $AGY $LIFT Mysteel daily reporting on China #lithium market 20251218๐Ÿ‘‡ Please click the link below if you wish to know more information about China's lithium-ion #battery industry https://t.co/7C4Ulzj3Yy https://t.co/Rux7HCOY4i Mysteel daily reporting on China #lithium market 20251218๐Ÿ‘‡ Please click the link below if you wish to know more information about China's lithium-ion #battery industry https://t.co/7C4Ulzj3Yy"
X Link 2025-12-18T02:26Z [----] followers, [----] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER PRICE BOOM ๐Ÿ’ฅ There are times when you simply Find Out. The solution is to ramp up investment in silver mining and processing to produce more silver. You can find a very good choice of miners from the @Silver__Santa profile page. Godspeed. $SIL $SILJ $AGMR $EXN $ORV $AGLD $BML $IVR $MMA $SOMA $MGG $GRSL #SILVER #ELONMUSK Tesla SpaceX AI Optimus Please @retweet https://t.co/2ZcLP5fFyT #SILVER #ELONMUSK Tesla SpaceX AI Optimus Please @retweet https://t.co/2ZcLP5fFyT"
X Link 2025-12-27T10:35Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹SILVER SUPPLY DEFICIT Its the most simply form of economics - demand is greater than supply. Until that changes prices will rise until we have a new equilibrium. Supply is relatively inelastic in the short run. $AGMR $MGG $GRSL $BML $IVR $MMA $SIL $SILJ $SLV Silver Supply & Demand 2016-2025F ๐Ÿ“ˆ https://t.co/kkytpxuCIC Silver Supply & Demand 2016-2025F ๐Ÿ“ˆ https://t.co/kkytpxuCIC"
X Link 2026-01-05T16:09Z [----] followers, [---] engagements

"๐Ÿ”‹๐Ÿ”‹GOLD When running our NPV models we thought inserting a gold price of $4000/oz was daring. Still massive value in junior producers. End of the month always has volatility and traders booking profits plus some leverage unwinding. $GDX $GLD $AGD $GG.V $KAU.AX BREAKING: Gold futures fall -$300/oz in [--] hours and officially drop back below $5200/oz. Volatility in gold markets is at [----] levels. https://t.co/vK48mGChmR BREAKING: Gold futures fall -$300/oz in [--] hours and officially drop back below $5200/oz. Volatility in gold markets is at [----] levels. https://t.co/vK48mGChmR"
X Link 2026-01-30T04:16Z [----] followers, [---] engagements

"@TheApeOfGoldST I am not as experienced a trader as Ape but last night there was blood ๐Ÿฉธ on the streets and being a vampire ๐Ÿง›โ™‚ I had a feeding frenzy and bought dips in stocks like $AGMR for example"
X Link 2026-01-31T05:03Z [----] followers, [---] engagements

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@GreenOriginInv
/creator/twitter::GreenOriginInv