lithiumforum
@lithiumforum
#Lithium, #Battery and #EMobility expert; Chairman @RockTechLithium
내가 좋아할 만한 콘텐츠
We are by now in most operational cost aspects price competitive with Chinese players in the #lithium industry - except for the energy prices. This power price support is a very positive and needed decision! $RCK #Battery #Guben @RockTechLithium reuters.com/sustainability…
🚨⚡ Lithium Crunch Incoming! ⚡🚨 📊 Finally, J.P. Morgan forecast shows a sharp turn from 2024’s 77kt surplus (+6%) ➡️ to deep deficits from 2025–2030! 😱📉 🔋 Deficit outlook: 2025 −72kt (−5%) 🧨 2026 −88kt (−5%) 2027 −99kt (−5%) 2028 −114kt (−5%) 2029 −61kt (−2%)…
This provides clarity to investors. In the industry, we always find solutions when a deal makes sense for all parties! @Lithium @Battery $RCK caixinglobal.com/2025-10-31/ene…
⚡️#Lithium is 🔥 again! Battery-grade Li₂CO₃ spot price just hit $11,122/ton, up 📈 ~7% in the past week! Supply tightness + EV/BESS demand 🚗🔋 are fueling a new rally. Can it break $12,000 next week? 💰 Very likely if momentum holds! By end-2025, analysts eye…
The importance of stationary #battery storage systems for #lithium demand has now been recognised by a broader investor base. Lithium prices continue to rise. Europe has decided that it needs an independent battery supply chain! Canada as well. $RCK mining.com/web/lithium-pr…
$RCK is Strategic Project @EU_Commission Critical Raw Materials Act! To break the EU's reliance on China for critical materials, the EU will put forward a "RESourceEU" plan that "must match the scale of the risks we face". That is needed urgently! @Lithium youtu.be/9y43m9yudok?si…
youtube.com
YouTube
EU Fights Back: Von der Leyen Unveils ‘RESourceEU’ Plan to Break...
We continue to build partnerships with leading global industrial groups. Our goal is to further strengthen our competitiveness and innovative power, thereby supporting the industrial region of #Brandenburg in eastern Germany. $MT $RCK #Battery #Lithium n-tv.de/26071679
A must read: The best explanation for our $RCK "China Strategy" of collaboration. China is not only the world’s number 2 economy, it’s a leader in virtually every aspect of the low-carbon transition, and the top producer and deployer of #batteries ! #EV bloomberg.com/news/newslette…
Showdown: This years #IAA brings new, decisive models for EU carmakers. Mercedes new electric SUV is a critical test of whether the German manufacturer can bring its customers along in the transition to #EVs I think so - as EV offer many advantages. bloomberg.com/news/articles/…
Finally we see both industry + politicians making greater efforts to establish a full battery supply chain in Europe. We need large-scale investment and more effort in developing the next generations of batteries. @RockTechLithium we are doing our part! handelsblatt.com/100152773.html…
Europe car sales gain most in 15 months as consumers warm to #EVs Germany, which in June presented an EV incentive plan replacing a subsidy scheme removed in 2023, recorded increases of 58% and 83.6% in BEV and PHEV sales in July. #Battery #Lithium bloomberg.com/news/articles/…
To the point conclusion: "All signs point toward another lithium bull cycle. Spot and futures prices could rise sharply in the coming months and years as the market wakes up to the deficit." #Lithium #EV #Battery
⚡ The Next Lithium Bull Run Is Taking Shape In the early 2020s, lithium analysts largely underestimated the supply contribution of lepidolite, resulting in temporary price relief. However, we’re now seeing a repeat of that forecasting failure, but this time both on supply and…
631 billion Euro investment over 3 years. Main driver #Siemens and #DeutscheBank - This is a real amount. As one of our investment partners commented: Germany is the market to be in and focus on in Europe now! #Lithium #Battery #EV @RockTechLithium reuters.com/business/finan…
Economies of scale are one crucial element in order to make electric cars as profitable as the combustion engine business. The high demand for the new CLA strengthens @MercedesBenz arguments in favour of further investment in electrification. #Battery $RCK mbpassion.de/2025/07/der-ne…
This is exactly the way we go at @RockTechLithium with our cooperation with the global CAM producer Ronbay. We strengthen the regional European #battery supply chain! #Lithium #Cathode #Guben #Siemens handelsblatt.com/100137639.html…
Rock Tech Lithium and Ronbay forge European Battery Alliance to establish Europe's first fully integrated lithium-ion battery supply chain. This partnership is a strategic response to Europe's push for greater supply chain independence! #battery #EV $RCK news.metal.com/newscontent/10…
A brief talk about the lithium market and our activities at @RockTechLithium - unfortunately in German only, as it has been done with a German stock markets podcast. Enjoy and have a nice weekend. #Lithium #Battery #Recycling #EV #Metals #Ontario #Guben nebenwertewelt.podigee.io/11-neue-episode
Just like in 2021 when the last lithium price boom started! The analysis is correct we will see shortages this year - as some Li mines have already been shut down. A Shanghai university involved in the study - China finally interested in higher Li prices? independent.co.uk/news/science/e…
There must be a fundamental rethink with regard to the extraction + processing of raw materials in Europe. The EU is trying to show the way, but member states must join in. Significantly more money needs to be invested in order to become resilient. regionalheute.de/dihk-befuercht…
Another example of China's commitment to dominating the geopolitical race for #lithium and #battery cells. While large parts of the industry in the West are still hesitating, at least EU politics is gaining momentum! @EU_Commission #energy #ev #mining bloomberg.com/news/features/…
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