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[@jczuleta](/creator/twitter/jczuleta)
"Let's take a moment to think a bit more about global EV sales. To reach the sales target of XX EVs by the end of the year assuming that only XX% of those EVs will be BEVs we will need 100kt more LCE. Where will that #lithium come from Africa I doubt it"  
[X Link](https://x.com/jczuleta/status/1889844238512517370) [@jczuleta](/creator/x/jczuleta) 2025-02-13T01:09Z 12.7K followers, 1638 engagements


"$SQM's Salar Futuro Project aimed at improving the productive efficiency of #lithium operations in Salar de Atacama & the Carmen chemical plant raises its budget from $1.5B to $2B. Will start by mid 2026 involving XX pilot tests of DLE & other techniques"  
[X Link](https://x.com/jczuleta/status/1963831292350324822) [@jczuleta](/creator/x/jczuleta) 2025-09-05T05:07Z 12.7K followers, 1349 engagements


"Also as we approach midday trading in the Chinese futures market all #lithium carbonate futures prices are rallying. Let's see if this behavior can be sustained until the end of the day. Stay tuned for further details"  
[X Link](https://x.com/jczuleta/status/1978661363892277612) [@jczuleta](/creator/x/jczuleta) 2025-10-16T03:16Z 12.7K followers, 1639 engagements


"No. I just got the list of key mineral exclusions: Given China's bans already in effect on many of these minerals it is unclear where those minerals will come from in the months & years ahead. Will the US finally look South now #Lithium"  
[X Link](https://x.com/jczuleta/status/1908505557528432763) [@jczuleta](/creator/x/jczuleta) 2025-04-05T13:02Z 12.7K followers, 2203 engagements


"At market close today the average #lithium carbonate futures price rose by XXXX% surpassing the average spot price by CNY 2352 increasing contango. Market sentiment has become highly volatile & uncertain but demand for the white metal continues to climb. Li shocks are on"  
[X Link](https://x.com/jczuleta/status/1978573060518084852) [@jczuleta](/creator/x/jczuleta) 2025-10-15T21:25Z 12.7K followers, XXX engagements


"As of today the #lithium carbonate spot price (in dollars) has increased for the second consecutive day while the price in CNY remains unchanged. Stay tuned for more updates on this topic"  
[X Link](https://x.com/jczuleta/status/1978663234920939751) [@jczuleta](/creator/x/jczuleta) 2025-10-16T03:24Z 12.7K followers, 1606 engagements


"It's absolutely amazing how @Tesla is so close to BYD in revenue considering they have only X models. What is BYD missing here It all points to a need for BYD to reconfigure its business strategy. Maybe producing some PHEVs is not such a good idea Just guessing. #Lithium"  
[X Link](https://x.com/jczuleta/status/1978828086079631761) [@jczuleta](/creator/x/jczuleta) 2025-10-16T14:19Z 12.7K followers, 1449 engagements


"At market close today the average #lithium carbonate futures price was up XXXX% surpassing the average LC spot price by CNY 4023 increasing contango for the third consecutive day. Market sentiment is back probably after positive news from the EV segment of the market"  
[X Link](https://x.com/jczuleta/status/1978956263170982290) [@jczuleta](/creator/x/jczuleta) 2025-10-16T22:48Z 12.7K followers, 1371 engagements


"BYD Is already assembling EVs in Brazil to resch 150k cars in a 1st phase of development. It could start demanding crtical minerals from the host country as well as Chile Argentina Peru & Bolivia. A much less ambitious project than mine"  
[X Link](https://x.com/jczuleta/status/1979139672254152839) [@jczuleta](/creator/x/jczuleta) 2025-10-17T10:57Z 12.7K followers, XXX engagements


"At market close today the average #lithium carbonate futures price increased by XXXX% surpassing the average LC spot price by CNY 4723 increasing contango to the highest level since 08/19/25. Market sentiment is back as reflected by all futures in the green"  
[X Link](https://x.com/jczuleta/status/1979360076839461310) [@jczuleta](/creator/x/jczuleta) 2025-10-18T01:33Z 12.7K followers, 1563 engagements


"Breaking News: Ganfeng Lithium and Lithium Argentina team up to develop X Li #lithium megaprojects in Salta aiming to produce 150ktpa of Li2CO3 by combining solar evaporation and DLE tech"  
[X Link](https://x.com/jczuleta/status/1955725894967775311) [@jczuleta](/creator/x/jczuleta) 2025-08-13T20:19Z 12.7K followers, 4510 engagements


"As of today #lithium carbonate prices (in U.S. dollars) have clearly started to rise again in the Chinese spot market marking the third consecutive day of increasing prices. Although it's still too early to confirm we're at a new bottom there is reason for optimism"  
[X Link](https://x.com/jczuleta/status/1979015576057004037) [@jczuleta](/creator/x/jczuleta) 2025-10-17T02:44Z 12.7K followers, 5610 engagements


"Global EV #lithium-ion battery usage hit a new record-high at XXX GWh between Jan & Aug 2025 with clear Chinese dominance in market share. But CATL's market share fell by a bit X% & BYD's climbed almost X% y-o-y"  
[X Link](https://x.com/jczuleta/status/1979133508065869902) [@jczuleta](/creator/x/jczuleta) 2025-10-17T10:32Z 12.7K followers, 1179 engagements


"BYD makes largest recall of over 115000 cars due to design battery issues This could only affect the market share of the biggest EV maker in the world with little or no impact on #lithium prices"  
[X Link](https://x.com/jczuleta/status/1979886733354553486) [@jczuleta](/creator/x/jczuleta) 2025-10-19T12:25Z 12.7K followers, XXX engagements


"@JonnyCapitalist I agree. But the point I was trying to make is that the performance of major EV makers (like BYD or Tesla) or #lithium-ion battery producers (like CATL) may have little impact on the price of the metal but the converse may not follow"  
[X Link](https://x.com/jczuleta/status/1979929360690733239) [@jczuleta](/creator/x/jczuleta) 2025-10-19T15:15Z 12.7K followers, XX engagements


"@grok Would envision better algorithms in hashtags such as #lithium where X users with minimal contribution to the advance of knowledge in the Li space appear ranked well above others who generate valuable insights for the benefit of AI & humanity in general. Citations could also help"  
[X Link](https://x.com/jczuleta/status/1979936330751635583) [@jczuleta](/creator/x/jczuleta) 2025-10-19T15:43Z 12.7K followers, XX engagements


"@janrosenow What specific McKinsey survey are you referring to @Grok"  
[X Link](https://x.com/jczuleta/status/1979943600633815380) [@jczuleta](/creator/x/jczuleta) 2025-10-19T16:11Z 12.7K followers, XX engagements


"Well this is happening amid some significant shifts in the Chinese market like Australia's share dropping from XXXXX% in July to XXXX% in August. Are we on the verge of a structural change in the #lithium market"  
[X Link](https://x.com/jczuleta/status/1978507239053738163) [@jczuleta](/creator/x/jczuleta) 2025-10-15T17:04Z 12.7K followers, 1939 engagements