Split Fusion
@splitf
Software architect, poker, grouper fishing, Lithium stocks and associated battery metals. All posts are simply my opinion.
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$ELV $ELVR $SYAXF - Finally some news on the CATL mine. GFEX did an about face when this was released
$ALB | Albemarle Corp. Q3-2025 Earning Report
#CATL taps outside suppliers for #lithium ore as flagship mine stays closed reuters.com/world/asia-pac…
CATL taps outside suppliers for lithium ore as flagship mine stays closed | Reuters share.google/oTCcfs9lYtPxbO…
Canada to accelerate critical mineral projects worth $4.6 billion, energy minister says reut.rs/47uG6F6
Sayona Mining $SYA & Piedmont Lithium $PLL merged to form Elevra Lithium $ELVR, NA's largest hard rock lithium producer w/ 70Mt+ reserves. Benefits: cost synergies, simplified ops, brownfield expansions, stronger balance sheet, & accelerated growth for EV/energy storage demand.…
Some thoughts on China lepidolite shutdowns. #Lithium linkedin.com/posts/matt-fer…
Multiple market participants report a major safety incident at Albemarle's Chile lithium ops, with part of production suspended. ALB Chile = ~24% of Chile’s 2025 LCE output, with the majority exported to China. On a pro-rated basis for the 4 months left in ’25, that’s c.7% of…
China failed for many years before getting it right, sometimes you have to struggle to learn. It would however be nice if their learning came at the expense of someone besides shareholders😒
Pairing a failed asset with a great resource continues to make little sense. Beginning to understand the feed after how many years? Bragging about a 50% run rate after all this time says it all.thewest.com.au/business/minin…
Given technology improvements and low material costs I would expect this trend to continue and generate significant demand growth. #lithium
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