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[@mineralsmindset](/creator/twitter/mineralsmindset)
"Will #Lithium rise to 100000RMB/t next year UBS says #lithium carbonate prices will go to 100000RMB/t (US$13980/t) in China next year. These prices would then flow onto Aussie #spodumene concentrate miners such as Pilbara Minerals and Mineral Resources with UBS upping its 2026 price to US$1250/t. Lets see if UBS gets it right"  
[X Link](https://x.com/mineralsmindset/status/1960666712539545805) [@mineralsmindset](/creator/x/mineralsmindset) 2025-08-27T11:32Z 1654 followers, 3564 engagements


"Due to people asking me for any finanicial advice. I am not a financial advisor. Im training to be a pilot for American Ailrlines . I know about Lynas because I was living in Kuala Lumpur in 2007. Lynas plant is located in Kuantan Malaysia. You wont even believe the stuff going on there and how much Chinese presence is there. The local Malaysians call it the GREAT WALL OF KUANTAN due to the level of Chinese concentration where Lynas operate. As of now I have started preparing research notes on #Lithium and #rareearths. My route of payment is Paypal but we can discuss more on it when you"  
[X Link](https://x.com/mineralsmindset/status/1971579733826805807) [@mineralsmindset](/creator/x/mineralsmindset) 2025-09-26T14:16Z 1654 followers, XXX engagements


"6 more days till Pilbara Minerals releases its June Quarter results. With spodumene pricing back at around $US760 a tonne we think the equities are no longer facing earnings momentum headwinds for FY26. - Citi #Lithium"  
[X Link](https://x.com/mineralsmindset/status/1948318372917354549) [@mineralsmindset](/creator/x/mineralsmindset) 2025-07-24T09:44Z 1655 followers, 1550 engagements


"Could this have been a catalyst for Ganfeng #lithium's XX% rise on Friday "China is targeting 180GW of installed capacity of "New Energy Storage by 2027. The target was laid out by China's National Energy Administration (NEA) ahead of the Central Government's upcoming 15th Five-Year Plan. It is estimated to require an investment of approx RMB250 Billion ($35 billion).""  
[X Link](https://x.com/mineralsmindset/status/1969372849103388932) [@mineralsmindset](/creator/x/mineralsmindset) 2025-09-20T12:07Z 1654 followers, 2792 engagements


"What can we expect from Pilbara Minerals for FY26 "FY26 is very much the year of steady state for the platform and improving what it can do. -@pls_global CEO - Dale Henderson. For reference FY25 saw production volume of 754.6kt at unit costs of A$627. #Lithium"  
[X Link](https://x.com/mineralsmindset/status/1960157399848779859) [@mineralsmindset](/creator/x/mineralsmindset) 2025-08-26T01:48Z 1654 followers, 1612 engagements


"A new #lithium cycle emerging Macquarie highlight $IGO and Pilbara Minerals $PLS as their top Australian #lithium picks adding that Liontown $LTR and Sayona also offer leverage to lithium prices"  
[X Link](https://x.com/mineralsmindset/status/1970369540426235939) [@mineralsmindset](/creator/x/mineralsmindset) 2025-09-23T06:08Z 1654 followers, 1680 engagements


"Here is a hot topic. Short RESMED. I HATE THEIR PRODUCT $RMD WOrst machine ever invented"  
[X Link](https://x.com/mineralsmindset/status/1972419000153117045) [@mineralsmindset](/creator/x/mineralsmindset) 2025-09-28T21:51Z 1654 followers, 321.8K engagements