Hfox1 (H) Looking Upstream & Downstream 🤔
@claudiohfox
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Researcher/Analyst/Investor AIM ASX TSX #Cu #Au #Ag #Lithium🌊DISCONNECT #ALL $LKE $SYA $NANO & afew more+ #EV🔋SupplyChain #DLE JoiningDots🤔NoADVICE🙏 RICCA
Wales🏴🇬🇧🇺🇦
Joined July 2016
Just to be clear, I was diagnosed with PC @ProstateUK on Feb 3rd 25 after various tests & MRI + Biopsy going on from Sept 24. (I had no symptoms). I gave myself a health check & asked for a PSA test. Result was high so more follow up etc. Now on AS. Act now & get yourself tested
Coffee on Penarth Pier this morning.🌊tide is really out, 40ft drop. #Prostate 👉I spoke to a few people & messaged others about getting a PSA test done.👉know where U R. Have U done it yet?🤔.If not, why not? .👉It could save your life. You know who U are
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RT @LithiumIonBull: $SGML and $LAR have performed very well since @matt_fernley suggested on #RockStockChannel that these (and many other #….
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RT @matt_fernley: I asked a technical analyst to flag key resistance levels in the GFEX lithium carbonate future and they flagged Rmb70,000….
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RT @robweir2: 🇨🇳 Yichun gov't has asked 8 major lepidolite miners (90% of supply) to submit reports by Sept 30. No formal shutdowns yet, bu….
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RT @GreenOriginInv: 🔋🔋TWO LITHIUM MINES AWAY FROM DEFICIT. Another interesting scenario from Benchmark but is it likely? . $LIRC $PLS $IGO….
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RT @LithiumPriceBot: Jul 17, 2025. #Lithium Carbonate 99.5% Min China Spot. Price: $9,022.71.1 day: $+0.00 (0.0%) ➡️.YTD: -12.04%. #Spodume….
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RT @ArgMilei: ARGENTINA BOOSTS ENERGY RELIABILITY WITH $1 BILLION STORAGE PROJECT. The Milei administration has launched the Alma-GBA initi….
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RT @benchmarkmin: 🌏 Benchmark's latest infographic visualises how China has either gained or lost upstream market share of raw materials fe….
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RT @EVCurveFuturist: Not in 2030—May 2025. Yimin Mine launched 100 fully autonomous electric trucks (90t load) with 509 kWh #LFP hot-swappa….
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It makes no sense to me that #IolaHughes @RhoMoIola Head of Research for @benchmarkmin has only.👉2.4k followers (it should be 10k+). She’s is a MUST follow for anyone investing/working in the #EV #Battery #Lithium & #BESS supply chain. Excellent data, analysis & insight.👇.
Global grid-scale BESS deployments increased over 50% in H1 2025. 14 gigascale projects have entered operation so far this year (we saw just 5 of these in 2024), a step change in scale and speed of deployment. #battery #BESS
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RT @matt_fernley: Why I think the weakening US$ is going to be more important than people think for #Lithium prices. .
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RT @usuallyYJLee: MONSTER #LITHIUM TRUCKS! .Sharing some of our Las Vegas slides and why we think 2030 demand is 4.6Mt LCE. Everyone's too….
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A MUST READ 👉The Lithium Effect: ‘Powering a New World’. by #evcurvefuturist 👏. #Lithium Boom & Bust life cycles:.👇.2010-2018 EV Catalyst.2017 - 📈.2019 - Forgotten Crash.2021-22 - Supercycle Peak.2023-25 - Great Hangover.2025-30 - 🌊.Position Now 😉
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BIG NEWS for #Lithium & 🔋metals.👉#CATL, #BYD join #BHP to ELECTRIFY #Australia’s 🇦🇺 mines with fast-charging machines & locomotives. The #Chinese 🇨🇳 firms will collaborate with BHP on #battery development for:.🔸mining equipment.🔸locomotives .🔸rapid charging infrastructure.
CATL, BYD partner with Australia’s BHP to electrify mining industry - South China Morning Post
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RT @RhoMoIola: H1 2025 EV sales reach 9.1 million, up 28% YTD! 🏎️. China +32%.Europe +26%.North America +3%. #EV #battery .
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RT @MMiccelli: @"The Hidden Winners of China's DLE Export Ban"on @LinkedIn A good article on DLE and how the Chines….
www.linkedin.com
On January 2, China's Ministry of Commerce proposed to add direct lithium extraction technologies to its export control list. Amidst this trade wars season, I feel like this one got much less...
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As we move into a new #Lithium phase and increasing demand for batteries & BESS storage power, it’s worth revisiting this & the realisation required that the #mining of critical minerals & metals is a MUST as is extraction of lithium brines IF we are to meet demand .👇.
If EVs are lithium ion batteries then EVs are minerals, metals & chemicals. Gigafactories are getting bigger and bigger and consume multiple mines worth of raw material each year. Once the auto industry becomes fully in tune with this bedrock principle, change will happen quick
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RT @MMiccelli: An excellent interview of Ken Hoffman of McKinsey. Lots of items covered through this video - where we are in the Lithium pr….
www.youtube.com
In this episode, we sit down with Ken Hoffman, a seasoned expert in the lithium and battery materials space, formerly at McKinsey & Company. Ken brings deep ...
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$LKE @lake_resources 🇦🇷#Arg (ASX:LKE)🇦🇺 . #Lithium 👉Long term EV, BESS & AI demand will continue to increase 📈 . #DLE & ion-exchange,.know what it can do. The #KACHI Project .- low impurities = lower costs.- low water usage.- 4th Gen @Lilac_Solutions. What’s next? 😉.R U ready?
Next generation Ion-Exchange processing to reduce Opex costs. #LilacSolutions (new white paper).🔹Reduced Freshwater Usage.🔹Elimination of Evaporation Ponds.🔹High #Lithium Recoveries. 🔷4th Gen #IonExchange #DLE .Yes please. Big impact. Lithium 👉The irreplaceable metal.#Arg🇦🇷
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RT @matt_fernley: Check out the growth in #lithium demand shown in these charts from Battery Materials Review. Pretty mental. https://t.co/….
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