Juan Carlos Zuleta
@jczuleta
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Lithium Economics Analyst. Writes extensively on lithium resources, lithium batteries, and electric vehicles on https://t.co/Xrvttu2tpS
Bolivia
Joined April 2010
Big Four #Lithium Stocks and Spot Lithium Prices - Why I Am Bullish on #SQM: https://t.co/NJbM0m1tiB See my latest article published today on Seeking Alpha.
seekingalpha.com
This article discusses the controversy surrounding lithium as a commodity, its impact on stock prices and why SQM is the top pick for 2024.
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As of today, the #lithium carbonate price has broken the 13kpt barrier, reaching its highest level since June 18, 2024. Despite challenges, the $Li2CO3 continued its upward trend since the latest Nov 06 bottom, largely supported by futures. Stay tuned for further information.
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Except for average spod con, both seaborne chem, & average b-g Li2CO3 spot prices, which fell, & lep con 1.5-2.0%, b-g Li2CO3 spot & b-g LiOH spot prices, which remained constant, all other Li chem & ore prices, both spot & futures, rose yesterday in the Chinese market.
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At market close, there was a significant increase today in all b-g #lithium carbonate futures prices in China. This suggests that a similar trend may occur tomorrow with spot prices, extending the rebound from the Nov 06 bottom. Stay tuned for further details.
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I notice that the chart only includes Asian countries. It would be interesting to see other success stories from other continents, such as Europe (e.g., Norway) & Africa (e.g., Ethiopia). The latter is quite similar to Nepal. Could serve as a model for other developing countries.
The energy transition happens often in unlikely places at unprecedented rates. Take Nepal: Over the past year, electric vehicles accounted for 76 percent of all passenger vehicles and half of the light commercial vehicles sold in Nepal. Five years ago, that number was
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As of today, 11/25/25, the #lithium carbonate spot price (in $) remains stable, prolonging the current rebound & mini-bottom for another day. It slightly rose to $12,935.09. If fundamentals are not completely there, what is going on? Market sentiment? At midday, it seems so.
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Except for the b-g #lithium hydroxide spot price, which rose, and the seaborne b-g LiOH price, which remained unchanged, all other Li chem & ore, both spot & futures, fell today in the Chinese market. This led to a declining price gap and contango for the m-t Li2CO3 futures price
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“When you’re determined to say how best to go about this, as opposed to why it’s hard or why it doesn’t work, the solutions appear.” #Lithium
It is a TRANSITION! First 10% to 20% to 30% to 40% to now often 50%. Then 60% to 70% to 80% to 90% or more clean electricity in most grids by 2040. Petrostates and anti-RE zealots are freaking out! Popcorn recommended! https://t.co/jBrGNhK2Xx
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The chart doesn't include CATL's notice that it will resume production at its lep mines in early December, which would have produced the recent decline in prices. But, there's more than simple speculation. Fundamentals are just not completely there for sustained growth in price.
#Lithium Bounces in 2025 = #Xmas rally begins #Bullish buzz into 2026🤠 #EV Demand overtakes #LC Supply = #Deficits be lifting #Lithium price back Up over $200k in 2026🤑 = #Robot 💞Love
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Sodium-ion batteries may not be as safe as we think. A nail-penetration test on NFM (a pop Na-ion cathode chem), NMC (532) & LFP batteries shows that LFP exhibit higher safety than the other 2, & that NFM cells displayed an almost explosive thermal runaway
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Sorry, but I can't upload my latest Lithium Mini-Dashboard. An error message keeps popping up.
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Except for lepidolite, as well as average b-g & m-t #lithium carbonate futures prices, which fell & the seaborne LiOH price, which remained constant, all other Li chemical & ore prices rose yesterday in the Chinese spot mkt. Will negative mkt sentiment lead to lower spot prices?
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Dongfeng expects to begin mass production of solid-state batteries offering 1,000 km range in Sept 2026 - CnEVPost https://t.co/cmvTFpDG97 They won' t use #lithium metal but silicon in the anode yet plenty of LiOH in the cathode. The speed at which things are happening is amazing
cnevpost.com
These solid-state batteries feature an energy density of 350 Wh/kg, and Dongfeng has already put a 0.2 GWh pilot line into operation.
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Just asked Grok about the tenous divide between fundamentals & market sentiment. I was gladly surprised at its response. The issue is much more complex & exciting than I thought. But thanks, Grok, for implying that I am not that far off in my analysis. #lithium
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The SMM has just published a commentary arguing that, although some fundamentals are in place, the recent sentiment-driven rally has gradually deviated from reality & that a correction had to come: https://t.co/Tj58q7aElP. Yes, fundamentals are strong, but not that strong.
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Fundamental vs Market Sentiment Of the two effects mentioned, 1) tends to be stronger than 2) because it is more intrinsically related to human behavior than to the more intricate mechanisms of S&D. We are about to test this hypothesis in the #lithium market. End/
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Fundamentals vs Market Sentiment Negative expectations affect the #lithium sector at least in two ways: 1) Eroding investors' interest in investing, which translates into a fall in stock prices; & 2) Introducing uncertainty in the spot market, lowering the commodity price. 2/
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