[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@capital_delta](/creator/twitter/capital_delta) "Thread by Delta Capital ๐งต๐ 1/ Lithium prices just surged XX% in a month hitting $9700/ton. For X years it's been brutal. But the "white metal" is finally turning the corner. This isn't just a dead cat bounce. This is the start of a sustained recovery"  [@capital_delta](/creator/x/capital_delta) on [X](/post/tweet/1948401085728571535) 2025-07-24 15:13:13 UTC XXX followers, XX engagements "8/ Yes risks exist (EV slowdown new tech from China recession fears). But the core insight remains: supply cuts are taking effect NOW demand keeps growing. The market is rapidly transitioning from surplus to deficit"  [@capital_delta](/creator/x/capital_delta) on [X](/post/tweet/1948401101570818115) 2025-07-24 15:13:16 UTC XXX followers, XX engagements "5/ Demand isn't slowing either. EVs are still booming (40% YoY growth to 5.83M units) energy storage is set to double in 2025 and industrial applications are growing. Beyond Tesla the electric revolution is going global"  [@capital_delta](/creator/x/capital_delta) on [X](/post/tweet/1948401094989849063) 2025-07-24 15:13:15 UTC XXX followers, XX engagements "2/ China's Chokehold: China processes XX% of the world's battery-grade graphite. The IEA calls graphite "most supply-risk-exposed." This tariff is America's answer to a massive dependency problem"  [@capital_delta](/creator/x/capital_delta) on [X](/post/tweet/1947095415876374948) 2025-07-21 00:44:57 UTC XXX followers, XX engagements "3/ It's a supply squeeze and it's REAL. Zangge halted 11000 tons of production. Albemarle Mineral Resources Liontownall cutting back. Producers learned their lesson from the price crash. This isn't temporary. This is a fundamental shift"  [@capital_delta](/creator/x/capital_delta) on [X](/post/tweet/1948401090342621567) 2025-07-24 15:13:14 UTC XXX followers, XX engagements "9/ This isn't about if lithium prices recover but when. And the "when" is already happening. Get ahead of the curve"  [@capital_delta](/creator/x/capital_delta) on [X](/post/tweet/1948401103508554128) 2025-07-24 15:13:17 UTC XXX followers, XX engagements "Read our full deep dive into Lithium's Long-Awaited Revival and why we're so bullish on its future: ๐ #Lithium #EV #Commodities #Investing #MarketUpdate #DeltaCapital"  [@capital_delta](/creator/x/capital_delta) on [X](/post/tweet/1948401104833941816) 2025-07-24 15:13:17 UTC XXX followers, XX engagements "2/ Why now The numbers don't lie. Every major forecaster agrees: the massive surplus is DISAPPEARING. We're talking up to a XX% reduction in surplus by 2026 according to Fastmarkets. The market is rebalancing fast"  [@capital_delta](/creator/x/capital_delta) on [X](/post/tweet/1948401088345858277) 2025-07-24 15:13:13 UTC XXX followers, XX engagements "6/ Goldman Sachs agrees: they see lithium at $11000/ton by late 2025 and a structural deficit by 2030. Long lead times for new projects + accelerating demand = a supply crunch is inevitable"  [@capital_delta](/creator/x/capital_delta) on [X](/post/tweet/1948401096604651656) 2025-07-24 15:13:15 UTC XXX followers, XX engagements "4/ Plus a huge wild card: China's proposed restrictions on lithium tech exports. Given their dominance in processing this could create serious bottlenecks globally. ๐"  [@capital_delta](/creator/x/capital_delta) on [X](/post/tweet/1948401092603048212) 2025-07-24 15:13:14 UTC XXX followers, XX engagements "3/ ๐ Market Shockwaves:WINNERS (July 17-18): Syrah Resources (+38%) Posco Future M (+24%) Westwater Resources (+15%) Canadian graphite firms surging. LOSERS: Tesla (-0.7% after lobbying AGAINST these tariffs) Chinese battery suppliers any company reliant on cheap Chinese graphite"  [@capital_delta](/creator/x/capital_delta) on [X](/post/tweet/1947095417789014377) 2025-07-21 00:44:57 UTC XXX followers, XX engagements "7/ We're positioning for this comeback. Our top X plays for the lithium recovery include: $SQM: The low-cost king $ALB: The global giant $SGML: The growth machine $LAC: The development bet $PLL: The domestic angle"  [@capital_delta](/creator/x/capital_delta) on [X](/post/tweet/1948401098147963305) 2025-07-24 15:13:15 UTC XXX followers, XXX engagements
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@capital_delta
"Thread by Delta Capital ๐งต๐ 1/ Lithium prices just surged XX% in a month hitting $9700/ton. For X years it's been brutal. But the "white metal" is finally turning the corner. This isn't just a dead cat bounce. This is the start of a sustained recovery" @capital_delta on X 2025-07-24 15:13:13 UTC XXX followers, XX engagements
"8/ Yes risks exist (EV slowdown new tech from China recession fears). But the core insight remains: supply cuts are taking effect NOW demand keeps growing. The market is rapidly transitioning from surplus to deficit" @capital_delta on X 2025-07-24 15:13:16 UTC XXX followers, XX engagements
"5/ Demand isn't slowing either. EVs are still booming (40% YoY growth to 5.83M units) energy storage is set to double in 2025 and industrial applications are growing. Beyond Tesla the electric revolution is going global" @capital_delta on X 2025-07-24 15:13:15 UTC XXX followers, XX engagements
"2/ China's Chokehold: China processes XX% of the world's battery-grade graphite. The IEA calls graphite "most supply-risk-exposed." This tariff is America's answer to a massive dependency problem" @capital_delta on X 2025-07-21 00:44:57 UTC XXX followers, XX engagements
"3/ It's a supply squeeze and it's REAL. Zangge halted 11000 tons of production. Albemarle Mineral Resources Liontownall cutting back. Producers learned their lesson from the price crash. This isn't temporary. This is a fundamental shift" @capital_delta on X 2025-07-24 15:13:14 UTC XXX followers, XX engagements
"9/ This isn't about if lithium prices recover but when. And the "when" is already happening. Get ahead of the curve" @capital_delta on X 2025-07-24 15:13:17 UTC XXX followers, XX engagements
"Read our full deep dive into Lithium's Long-Awaited Revival and why we're so bullish on its future: ๐ #Lithium #EV #Commodities #Investing #MarketUpdate #DeltaCapital" @capital_delta on X 2025-07-24 15:13:17 UTC XXX followers, XX engagements
"2/ Why now The numbers don't lie. Every major forecaster agrees: the massive surplus is DISAPPEARING. We're talking up to a XX% reduction in surplus by 2026 according to Fastmarkets. The market is rebalancing fast" @capital_delta on X 2025-07-24 15:13:13 UTC XXX followers, XX engagements
"6/ Goldman Sachs agrees: they see lithium at $11000/ton by late 2025 and a structural deficit by 2030. Long lead times for new projects + accelerating demand = a supply crunch is inevitable" @capital_delta on X 2025-07-24 15:13:15 UTC XXX followers, XX engagements
"4/ Plus a huge wild card: China's proposed restrictions on lithium tech exports. Given their dominance in processing this could create serious bottlenecks globally. ๐" @capital_delta on X 2025-07-24 15:13:14 UTC XXX followers, XX engagements
"3/ ๐ Market Shockwaves:WINNERS (July 17-18): Syrah Resources (+38%) Posco Future M (+24%) Westwater Resources (+15%) Canadian graphite firms surging. LOSERS: Tesla (-0.7% after lobbying AGAINST these tariffs) Chinese battery suppliers any company reliant on cheap Chinese graphite" @capital_delta on X 2025-07-21 00:44:57 UTC XXX followers, XX engagements
"7/ We're positioning for this comeback. Our top X plays for the lithium recovery include: $SQM: The low-cost king $ALB: The global giant $SGML: The growth machine $LAC: The development bet $PLL: The domestic angle" @capital_delta on X 2025-07-24 15:13:15 UTC XXX followers, XXX engagements
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