🔋🔋VULCAN ENERGY
Have increased holdings in $VUL at €2.71 on the Frankfurt stock exchange. DYOR
01.02.2025 09:26
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🔋🔋VULCAN ENERGY
Have increased holdings in $VUL at €2.71 on the Frankfurt stock exchange. DYOR
🔋🔋LITHIUM DEMAND
Is it possible that lithium demand growth will beat expectations in 2025?
🔋🔋GRAPHITE
Graphite - a key component for battery metals looks to be in a sweet spot for future growth.
🔋🔋EVs and Solar PV
Batteries enable another game changer; bi-directional charging through your electric vehicle making your EV and solar PV even more efficient.
🔋🔋LITHIUM PRICES
Both 2023 and 2024 have been tough for lithium prices. However, it seems the bottom is close with takeovers and curtailment/production delays happening.
2025 should be a year of stabilization going into 2026 in a more balanced way.
Insane!
🔋🔋BENCHMARK MINERALS
In summary:
In 2024, lithium prices dropped significantly
This year, the nickel market faced its third year of oversupply
The world’s largest companies - from Exxon to Rio Tinto - are beginning to invest in battery minerals
In 2024, cobalt faced a 16% supply surplus
Merry Xmas 🎅🏽
Globally 90-95% is conceivable. OEMs are restructuring and they need to recognize they have to go all in on BEVs to survive.
🔋🔋LITHIUM PRICE
It’s been a difficult year for the lithium price this 2024. Unless inventories clear up and demand accelerates the lithium price weakness is foreseen to remain into Q12025.
$ALB $SQM $GFEX $PLB $PLS
Great combination
I am really impressed how LFP chemistry has just taken flight; is there any merit left to NMC?
We did it
Let me look into and come back to you with my initial views
Wow - more precisely in the UAE. Look forwards to keeping in touch. Vulcan is one of my main holdings. I think second half of 2025 we start to see the pendulum swing.
Based in the GCC and you?
🔋🔋LITHIUM DLE
Great article where EAU Lithium is licensing Vulcan Energy’s DLE tech for use in Bolivia.
eaum.investorhub.com/activity-upd...
Trucks are going to be big
🔋🔋TESLA
This charging station is the future around the world. $TSLA and the Electric Vehicle adoption rate will accelerate a lot faster than we expect.
We’re going to need lots more lithium, graphite, copper and manganese.
🔋🔋DATA CENTERS & POWER DEMAND
Power demand accelerated this year with global electricity demand rising at an annual rate of 1,000 terawatt hours, equivalent to adding another Japan to the world’s electricity consumption each year.
We’re going to need a lot more copper.
Great news
🔋🔋COMMODITIES vs EQUITIES
Good Morning investors.
Either equities prices will come down or relatively commodities prices will go up?
What’s your view? $LIT $GFEX $ALB
Seems to be specifically anti-Chinese.
That’s a good one!
China 🇨🇳
Looking forwards to it!
A wealth transfer in-coming
🔋🔋PONY.AI
Well this is news! Robotaxi competition is coming.
Robotaxi start-up Pony.ai expects cheaper driverless cars on more roads in China in 2025 on.ft.com/3DkoKzy
🔋🔋LMFP BATTERIES
Good to see investment commitments to the next generation of LFP batteries enhanced to LMFP - with manganese boosting range and efficiency.
This is heartening and good to have confirmation that LMFP are the next step in battery efficiency