Split Fusion
@splitf
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Software architect, poker, grouper fishing, Lithium stocks and associated battery metals. All posts are simply my opinion.
Joined April 2009
Sayona Mining $SYA & Piedmont Lithium $PLL merged to form Elevra Lithium $ELVR, NA's largest hard rock lithium producer w/ 70Mt+ reserves. Benefits: cost synergies, simplified ops, brownfield expansions, stronger balance sheet, & accelerated growth for EV/energy storage demand.
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Some thoughts on China lepidolite shutdowns. #Lithium
https://t.co/SuNHXF1QPk
linkedin.com
When I visited lepidolite operations in Jiangxi province in November, one of the things that really fascinated me was when we asked how much the mines had in terms of resources and they told us big...
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Multiple market participants report a major safety incident at Albemarle's Chile lithium ops, with part of production suspended. ALB Chile = ~24% of Chile’s 2025 LCE output, with the majority exported to China. On a pro-rated basis for the 4 months left in ’25, that’s c.7% of
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China failed for many years before getting it right, sometimes you have to struggle to learn. It would however be nice if their learning came at the expense of someone besides shareholders😒
Pairing a failed asset with a great resource continues to make little sense. Beginning to understand the feed after how many years? Bragging about a 50% run rate after all this time says it all. https://t.co/yv3eeNLytr
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Let’s get Dwayne Sparkes back on @X
Dear @X IMO @Sparkes_Dwayne is a valuable and insight X community member that has been false accused by an organized group. Please review & reinstate his account.
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$SYA $SYAXF $PLL I have not had much to post for a while due to the current oversupply and low lithium prices, however I have not seen much in the way of analysis of the Moblan results which were HUGE. Here is an AI assisted overview of the results.
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Given technology improvements and low material costs I would expect this trend to continue and generate significant demand growth. #lithium
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Tesla lithium refining: "We processed our first spodumene (lithium-containing concentrate) through the front-end of the lithium refinery only 18 months after ground-breaking: much faster than any plant we know of outside of Asia. The intermediate material was on-spec, and we are
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