Victorian based s-curve investor, #Lithium analyst & occasional commentator. All comments & analysis IMO, please DYOR.
Australia
Joined April 2019
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❤️elphamale retweeted
NEWS: Battery electric vehicles have overtaken hybrid cars for a second month in a row in Australia, and lead them for the first time on a year-to-date basis as the shifting trends in car technology and consumer choice continue to take shape.
thedriven.io/2023/04/05/ev-s…
❤️elphamale retweeted
‘Land grab' for #lithium is just getting started with GM, expert says
Really enjoyed this interview with @CNBC cnbc.com/2023/01/31/land-gra…
❤️elphamale retweeted
Despite contrarian #GoldmanSachs report, #Lithium demand for #electricvehicles will remain strong, according to @PiedmontLithium's CEO @PLLKeith.
bit.ly/3NN8pTP
❤️elphamale retweeted
#lithium
Be careful of Goldman's recommendations
In a widely publicized story in Rolling Stone, Matt Taibbi characterized Goldman Sachs as a "great vampire squid" sucking money instead of blood, allegedly engineering "every major market manipulation since the Great Depression."
Interesting times. The demise of high #lithium prices has been greatly exaggerated. @GoldmanSachs call for an average price of ~ $16K per MT in 2023 will look increasingly foolish as the months pass. The laws of supply & demand will dictate price.
❤️elphamale retweeted
Like a broken record... More big upward moves across the week for #lithium prices with even the seaborne carbonate index now over $60/kg. Spodumene jumps another $500 to a mid-point of $3750/t supported by spot activity during the fortnightly pricing period.
❤️elphamale retweeted
Historical turning point...
West European new monthly all-electric #BEV registrations surpassed #diesel models (inc. #hybrid) the first time during December 2021.
Source: Schmidt Automotive Research / European Electric Car Monthly Study
ft.com/content/f1bdf1cf-8fc3…
❤️elphamale retweeted
Different week, same story in #lithium - still no hint of any abatement in the market tightness or spot prices...
@Fastmarkets
❤️elphamale retweeted
“They HAVE TO secure the volume of supply”
There is NO alternative😱
100s billions of sector commitment
U can tinker with #Cathode chemistry but all #EV🔋variations need #Lithium & will continue 2do so for yrs 2come.
#LCE #Hydroxide
Lithium-ion💚
811, NMC, LFP to Solid State
❤️elphamale retweeted
This is what a host needs to do when a guest on their program lies. Brilliant work @PatsKarvelas 👏
If you haven’t got time to watch it all just fast forward to the end to see the look on his face 😂😂
❤️elphamale retweeted
Taking an effective, evidence-based approach to policy seems to make it pretty straightforward to answer interview questions. A masterclass of clear communication from @Matt_KeanMP
❤️elphamale retweeted
"Go on, challenge me"
Okay, since you asked. You're over-inflating the use-case for hydrogen for personal gain, even if it comes at the cost of worse emissions and under-consideration of alternatives. You're also building fossil fuel infrastructure, which is really bad
❤️elphamale retweeted
Holy Smokes! @modern_rock can I ask if you have ever seen such perfect #DeathCandles?! I bet this would fit it to a T! Here is a #Lithium former Supernova #Pump $AVZ $AVZ.ax @AvzMinerals 👀 on The @ASX Market 🇦🇺 Thanks @Cyclops_Trader for that alert. Hope your #SHORT will BANK💯
