Howard Klein
@LithiumIonBull
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Father of two boys. Analysis & financial commentary on materials powering the Energy Transition. Not Advice. DYOR. https://t.co/DFwE6uNOsX
Forest Hills, NY
Joined September 2017
Bull’s Lair, June 2, 2022. The beginning of a new beginning. Thank you to everyone in the Lithium battery metals community who has reached out with messages, calls and visits. My family greatly appreciates your support.
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“we should encourage China to build battery and auto plants in the United States, just as China enticed leading U.S. companies to set up shop there over the past three decades. Why invite these ruthless competitors onto U.S. soil? Chinese policymakers frequently invoke the.
Great piece by Autor and Hanson. To avoid China Shock 2.0, US should:. 1) build a trade coalition .2) allow Chinese FDI into US.3) support key tech.4) help workers . So, not tariffs on everything from everywhere. 1/
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RT @NOAlithium: NOA Lithium was proud to be represented at the @Fastmarkets Lithium Supply & Battery Raw Materials 2025 Conference in Las V….
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Good, comprehensive article.
My latest piece: From fringe experiment to civilization enabler—#Lithium batteries now power fleets, homes, grids, & the energy transition itself. This isn’t just disruption—it’s infrastructure. The post-combustion era has begun. ⚡ #EnergyTransition #LFP.
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RT @EVCurveFuturist: My latest piece: From fringe experiment to civilization enabler—#Lithium batteries now power fleets, homes, grids, & t….
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Truckin', got my chips cashed in.Keep truckin', like the doo-dah man.Together, more or less in line.Just keep truckin' on. #Lithium . Truckin' (2013 Remaster) via @YouTube.
MONSTER #LITHIUM TRUCKS! .Sharing some of our Las Vegas slides and why we think 2030 demand is 4.6Mt LCE. Everyone's too focused on EVs (still). The electrification of #Trucks will be a HUGE disruptor in analyst models in the next 18 months, growing at >100% p.a! #ElectricTrucks
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RT @LithiumUniverse: $LU7 Lithium Universe is making #silver recovery the priority for its breakthrough solar panel recycling technology.….
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RT @TheMarkObserver: $NOAL.V - As China's EV Sales Break Records, Investors Should Keep a Close Eye on NOA Lithium Brines Inc. (TSXV: NOAL….
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Great thread, thanks for sharing….
As usual, @billmckibben knows just what to say. At a time at which the Govt is knee capping technologies which supplied over 80% of new power generation to the grid last year, we also seeing massive load growth where speed to market is the answer. #Solar is speed to market.
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Wow, 175% growth. While we approach “Peak diesel” in China, #lithium demand just getting started. Recall a key driver behind @usuallyYJLee outlier bullish 4.6mt 2030 demand forecast is big battery EV trucks starting to exponentially grow….
I had heated debates in 2020. “Too heavy, too slow, can’t haul.” Fast-forward—China’s moving 25% of new trucks to electric & diesel demand is falling. BEV Truck sales up 175% YoY. Never say never in a disruption. Things change fast when the economics flip.
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Congrats Koby!. “Going public is more than a milestone for Libra – it's a launchpad for growth. From our humble beginnings as a grassroots explorer, to our award-winning SBC discovery and $33M KoBold Metals deal, we have proven our ability to thrive in tough markets. As a former.
And we're off! . Libra has officially entered the public markets. CSE:LIBR.
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Why not Paul Graves for next $RIO CEO? . Strong CV:. - ex-CEO/CFO of 2 NYSE cos.- Allkem/Livent merger/cost cuts; 90% ALTM M&A premium.- good sustainability creds.- ex-Goldman banker.- a Brit. Decent #lithium tenure relative to peers w/ 20/20 hindsight…
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RT @themetalsco: As we look forward to supporting NOAA on a NEPA-compliant Environmental Impact Statement, we’re revisiting the many offsho….
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Another stroll down memory lane. Almost exactly 5 years ago today - July 21, 2020 - peak Covid, ZIRP and the era of premature e-SPACulation. Congratulations @jhl5555 and @MPMaterials team .$MP . Lithium-ion Bull Issue 60 👇
Serendipity. Eight years ago today—July 10, 2017—MP Materials rescued Mountain Pass from the brink. We were 8 people with big ambitions. Today, we’re 850 strong—and backed by the U.S. Department of Defense. Through noise, doubt, and headwinds, Team $MP delivered. Quietly.
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RT @matt_fernley: This is a big move. What stands out for me is the price floor, something that critical materials projects ex-China have b….
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Mr Market seems to agree based on outperformance of US-based projects that have received some US government financing/rhetorical support and, like $MP, have off-takes/partners with Big Auto, Big Defense, Big Oil. $PLl $SLI $LAC $IONR $IPX $TMC $TLO.TO. #lithium #titanium #nickel
Great for MP and potentially great for all US critical minerals projects!.
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Agree. $IPX already strongly connected to DOD….
this is massive for $MP . #rareearth .maybe something similar for $IPX ?.
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RT @RKEquityRocks: 🔥 NEW VIDEO 🔥 @LithiumIonBull and @RodneyHooper13 sit down with @rajudaswani and @GraceAsenov from @Fastmarkets to unpac….
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RT @D_Jimenez_Sch: June YTD EV Sales China: 30% higher than last year. If this growth rate continues through the year, 14 million EVs will….
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