Fin
@finlithium
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Es muy difícil para mí escribir este post… Tras más de siete años juntos, Juanki y yo hemos decidido poner fin a nuestra etapa juntos como entrenador y jugador. Gracias por haber hecho de sueños de niño, realidades. Empezamos este camino cuando apenas era un chaval, y durante
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$ABAT
Lithium keeps grinding higher and the tape is starting to confirm what the fundamentals have been hinting at, the worst of the downturn is likely behind us and a new floor is forming. #ESS
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Everyone’s focused on the $400 million battery price tag. That misses the point entirely. xAI just told you power is now the binding constraint on AI training, and most people haven’t repriced what that means. The math: Colossus 2 needs 1+ gigawatts to run at full capacity.
xAI has shared a photo of its new @Tesla Megapack battery energy storage system at its new Colossus 2 datacenter in Memphis, the largest in the world. There are ~420 Megapacks worth about $400 million.
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Lehman Brothers?
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I’ve been watching $FRMI since the IPO, and my only question was this: Why is this company going public the same year it’s founded? So I dug deeper. The CEO, Toby R. Neugebauer, is a billionaire investment banker and political donor who sits on a multitude of oil and energy
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THANK YOU @Mith_
I have written before about the National Defense Stockpile (NDS) and how the US needs a version more like the Strategic Petroleum Reserve (SPR), where purchasing and rotation of stock can help stabilize critical material markets and create a more attractive environment for
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CATL’s Jianxiawo lithium mine in Yichun failed to restart on Dec 5, despite earlier expectations it would be back online by now. That “delay” is exactly what’s squeezing sentiment and pushing lithium stocks higher today, as the market wakes up to how tight Chinese supply is.
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$ABAT just scooped an executive from Panasonic as their new Head of Financial Planning & Analysis ; ) @finlithium for credit
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NLE Choppa submitted a last minute bid to buy Warner Bros. for $45k in cash. The company was sold to Netflix this morning for $82.7 billion.
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The U.S. just released its new National Security Strategy Spoiler alert: critical minerals are no longer a footnote — they’re a national priority This is exactly why $MP exists
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Now seeing over $125,000 in these short term options expiring in less than 2 weeks... $ABAT
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There have been quite a few posts about how the amount of lithium available for mining has substantially increased. That amount is now sitting at 115 million tons as the global resource and 30 million tons as the reserve, up from 105 million tons and 26 million tons,
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$ABAT
*US PLANS MORE STAKES IN MINERALS COMPANIES, TRUMP OFFICIAL SAYS You’re not bullish enough.
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Great feature on Ascend Elements and the growing importance of circular battery materials in the U.S. Strong look at our commercial operations in Georgia, our advanced processing capabilities, and why domestically produced lithium carbonate is becoming a critical path to supply
criticalmb.com
The only U.S. company already shipping commercial-scale battery-grade recycled lithium carbonate with pCAM and graphite coming next.
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If you must know, I was going to a chemist with my daughter-in-law, to get some medicine for her unwell husband….my son. Hatred is a dreadful weakness.
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