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[@_RodneyHooper13](/creator/twitter/_RodneyHooper13)
"Pre auction sale of SC5.5 by @PilbaraMinerals at US$1200/t SC6 ($1106/t SC5.5). Pre auction price in line with domestic China spot price for the same grade. Good for the buyer as futures on the GFEX are in contango. Dec XX carbonate futures are trading at around $16900/t"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949037540813770973) 2025-07-26 09:22:15 UTC 2206 followers, X engagements


"The Cheapest Toyota EV Just Went on Sale for Under $20000. 10000 orders within the first hour and crashed the site. Models from US$15k. We are seeing a growing number of decent vehicles priced in the mass market segment. Can this offering go global"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949051278975226324) 2025-07-26 10:16:51 UTC 2207 followers, XXX engagements


"The 3670m winter drilling campaign at Rose West has delivered some very solid high-grade lithium and tantalum intercepts for @CRECORP all within 140m from the surface. $CRE owns XXX% of the Rose West project. #Lithium"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949039057427923389) 2025-07-26 09:28:17 UTC 2207 followers, XX engagements


"While it is true that #lithium prices are under pressure and market supply is likely to remain sufficient in the mid-term lithium equities have corrected sharply to reflect oversupply. Are there investment opportunities IMO yes in companies with sufficient cash strategic"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949041338332098691) 2025-07-26 09:37:21 UTC 2207 followers, XX engagements


"While EV sales growth in the US & Europe have been less than stellar this year sales in China & RoW have done the heavy lifting & total global EV sales growth is in line with our models. Overall #lithium demand growth for 2024 is greater than XX% & that should continue"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949047620321636800) 2025-07-26 10:02:18 UTC 2207 followers, XX engagements


"The latest quarterly from $ALB @AlbemarleCorp shows they are taking the necessary steps to preserve their balance sheet. Kemerton is down to X train. AUS chemical production from Kemerton and Kwinana is a disappointment. Quinzhou and Meishan by comparison are on or ahead"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949043752078643331) 2025-07-26 09:46:56 UTC 2207 followers, XX engagements


"As China achieves record sales the EU is stalling. The EU has a low % of EVs that are cheaper than their ICE alternatives. China 60%+. Batteries have never been cheaper. A tariff war will translate into inflation for the EU whilst economic growth stumbles"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949044486413410760) 2025-07-26 09:49:51 UTC 2206 followers, XX engagements


"Excellent progress being made at Adina by $WR1 @WinsomeRes - MRE up to nearly 80MT - near surface (150m) tonnage of close to 50MT at XXX% - DMS rest work positive - Renard option - assessment continues likely to save $500M in capex #lithium"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949040308852777271) 2025-07-26 09:33:15 UTC 2207 followers, XX engagements


"Interesting choice for Rio. After market share price movement suggests this rumour may have legs. $ALB price slightly off. If the estimated $4-$6BN valuation for Arcadium is correct then ALB is cheap. Perhaps theyre already in discussions elsewhere"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949046459698921982) 2025-07-26 09:57:42 UTC 2207 followers, XX engagements


"More discipline from an incumbent. $SQM suggesting only 5-10% volume growth in 2024 vs market demand growth of XX% (#RKEquity). Their 2024 guidance is 7kt (midpoint) *lower* than my existing supply forecast. Typically SQM matches its volume growth to maintain market share (20%"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949036647154426044) 2025-07-26 09:18:42 UTC 2207 followers, XX engagements


"A lot going on at @MRLMinRes - looks like capex required. The share price has corrected substantially; however the bond price has remained surprisingly stable. This would imo suggest an equity capital raise is imminent or the bond is potentially overvalued. Will its #lithium"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949050456354812338) 2025-07-26 10:13:35 UTC 2207 followers, XX engagements


"🔥NEW: Getting to Know You - Century Lithium🔥 Check out our latest video in which CEO Bill Willoughby discusses the company's DFS-stage Clayton Valley #Lithium clay project in Nevada @CenturyLithium $LCE.V $CYVDF Not advice. DYOR. Video"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949041416132239572) 2025-07-26 09:37:39 UTC 2207 followers, XX engagements


"*Fastmarkets Pricing Panel* #Lithium I participated in the @FastmarketsBRM lithium pricing panel in Las Vegas. We discussed whether we are in a supercycle and how the ex-China lithium price might evolve. Is it in the interests of the large Chinese battery companies to run local"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949043245654110531) 2025-07-26 09:44:55 UTC 2207 followers, XX engagements


"Bold EV penetration forecast from the NIO CEO. XX% in China in 2-3 years certainly isnt in our forecast model. #lithium"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949044257014358288) 2025-07-26 09:48:57 UTC 2206 followers, XX engagements


"$ALB has updated its #lithium demand forecasts. More bullish on demand growth than we are for 2024. Interesting to note their estimates on increased inventory change and EV production growth. That's where the difference lies. Let's hope they're right. @AlbemarleCorp has lowered"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949035873116250196) 2025-07-26 09:15:38 UTC 2207 followers, XX engagements


"There were two standout points in the @AlbemarleCorp Q4 2024 quarterly. Volume growth expectation for 2025 has been reduced to X% -XX % (below our forecast). Secondly CAPEX spending for 2025 targets less than half of what 2024A was up to a US$1B reduction. $ALB"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949049991130960281) 2025-07-26 10:11:44 UTC 2207 followers, XX engagements


"🔥NEW VODCAST 🔥 @FastmarketsBRM CEO Raju Daswani & Grace Asenov who moderated panel with Albemarle Arcadium & Pilbara share thoughts on the future of EV Sales & #lithium demand following Las Vegas conference last month VIDEO 👉"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949043350855885075) 2025-07-26 09:45:20 UTC 2207 followers, XX engagements


"🔥NEW VIDEO: Getting to Know @Q2Metals🔥 Join @LithiumIonBull & me w/ CEO Alicia Milne for an introduction to Q2 Metals & its spodumene exploration projects in James Bay Quebec $QTWO.V $QUEXF VIDEO Not advice. DYOR Teaser👇"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949038659786748107) 2025-07-26 09:26:42 UTC 2207 followers, XX engagements


"Doing some back-of-the-envelope maths re $IGO's announcement. Q1 FY 2024 production = 414kt. Assuming flat qtr production for the last X quarters we get 362kt (1.5MT total). If we deduct technical grade SC & deduct XX% for sales vs production we get chemical grade sales volumes"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949035148206600211) 2025-07-26 09:12:45 UTC 2206 followers, X engagements


"🔥NEW: Getting to Know You - The Metals Company Check out our latest video in which Craig Shesky discusses the company's focus on recovering high-grade polymetallic nodules in the Clarion Clipperton Zone. @themetalsco $TMC Not advice. DYOR. Video Teaser"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949042504629624938) 2025-07-26 09:41:59 UTC 2207 followers, XXX engagements


"More drilling success for @CRECORP $CRE at the Rose West project. Decent grades and intercepts near surface. The Rose West project is only 8km from the permitted Rose project. #Lithium"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949039312147718575) 2025-07-26 09:29:18 UTC 2207 followers, XX engagements


"Desperate times call for desperate measures. EU set to allow possible retroactive tariffs for Chinese EVs via @AutoNewsEurope"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949037072355918100) 2025-07-26 09:20:24 UTC 2206 followers, XX engagements


"China stimulus announced to try and offset households huge exposure to a falling property market and weak equity returns. Limited opportunity to use exports to bail out the economy as geopolitics and protectionism rise. China needs to boost local consumption"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949045000991391872) 2025-07-26 09:51:54 UTC 2206 followers, XX engagements


"🔥NEW Rock Stock Recap E13: Will CATL(le) cause a #Lithium Stampede 🔥 $SQM $RIO $ALTM $LTH.V $QTWO.V $ATM.L Video via @YouTube"  
![@_RodneyHooper13 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::766727163114586112.png) [@_RodneyHooper13](/creator/x/_RodneyHooper13) on [X](/post/tweet/1949044649869430805) 2025-07-26 09:50:30 UTC 2207 followers, XX engagements