Lithium Guy
@lithium_guy
Following Lithium Markets, DYOR, NOT financial advice.
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Episode 160: The mind of the retail investor. Plus my thoughts on the @LiventCorp merger with @Allkem open.spotify.com/episode/3VS1G4…
*MARK YOUR CALENDAR Sunday May 14, @RodneyHooper13 & I will host our third #TwitterSpaces at 8AM EST* To discuss Livent/Allkem merger & takeaways from Rodney at 121 conference in London and my attendance at #Lithium Valley Brazil & SME events in NY this week. #MothersDay2023
Good article profiling Peter Coleman, the formidable new Chairman of Allkem/Livent, the background to the deal, and the strategic logic. $LTHM $AKE.AX afr.com/companies/mini…
🤦Mind the skills gap “60% of the workforce in battery production facilities is made up of production staff, maintenance and engineering technicians. Production roles typically require level 2 or level 3 qualifications, with maintenance and engineering technicians typically…
Nissan has called on UK Gvt to do more to significantly expand electric vehicle and battery manufacturing plans, in evidence submitted to the @HouseofCommons hearing this week. Some fantastic insights from Nissan, seeking to invest £13bn over next 5 yrs The best bits:
⛏ critical mineral supply chains are, well, critical “for businesses to have the confidence to invest in the UK, it is crucial that ongoing access to supplies is secure. “Positive market signals will be important in maximising the investment attractiveness of the UK and…
What needs to happen to support the effectiveness of the UK Critical Minerals Strategy? a miracle #lithium
⛏ What needs to happen to support the effectiveness of the UK Critical Minerals Strategy? ⬇ Benchmark CEO @sdmoores shared his thoughts in the UK House of Commons hearing earlier this week.
Canada approaching Summer so mining exploration is going to ramp up across a number of companies
The potential of your #lithium industry has not been fully realized and won’t be for years. Focus on supporting #Argentina ‘s competitive advantage in Li not an industry like batteries where you have no manufacturing advantage. @GerardoMorales
No room for the faint-hearted in lithium’s year of action afr.com/companies/mini…
"Howard Klein at RK Equity, expects more deals are coming, driven by needs of battery makers looking for #lithium to meet growing demand for #EVs. “$ALB & $LTHM are looking internally & saying, ‘We don’t have enough. We need to make investments ” cen.acs.org/business/merge… @cenmag
Mr. Bot agrees that new highs will be reached.
Not that it matters as much as people love to obsess about it but almost everyone in 中国 is (in unison) calling the #lithium spot bottom. The more important point - Global average price will be HIGHER in 2023 than 2022.
Not that it matters as much as people love to obsess about it but almost everyone in 中国 is (in unison) calling the #lithium spot bottom. The more important point - Global average price will be HIGHER in 2023 than 2022.
🇦🇺 💪
“UK at the moment doesn’t have a strategy, doesn’t have a runner in this race”, Benchmark’s CEO @sdmoores 🇬🇧 UK car industry under threat over battery blunders, MPs warned to @HouseofCommons Select Committee thisismoney.co.uk/money/markets/…
thisismoney.co.uk
UK car industry under threat over battery blunders, MPs warned
More than 800,000 people are employed in the sector which faces a transformation as petrol and diesel fuelled vehicles are phased out.
🎥⚡We are in the midst of a global battery arms race.. and Westminster is now finally listening 🇬🇧 🎥Hear how it went from @sdmoores of @benchmarkmin @green_lithium are positioned to play a leading role in how the UK take advantage of the energy transition. 🎯
Allkem and Livent merge to create fifth largest lithium chemicals company in the world Read more here: rhomotion.com/allkem-and-liv… Full article available for Rho Motion Members on the Membership Platform. #EV #EVBattery #Lithium #EVBatteryMarket #RhoMotion
rhomotion.com
Allkem and Livent merge to create fifth largest lithium chemicals company in the world
Allkem have signed a merging transaction agreement to form the fifth largest lithium chemicals company in the world,
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