EV/Lithium, page-1062

  1. 24,185 Posts.
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    ...private money is getting increasingly wary about lithium investments.

    Battery-material giant Ganfeng Lithium Group Co. said it would delay spending on projects that do not generate “significant” near-term returns after posting a first-half loss, as the industry faces a boom-to-bust slump.
    https://x.com/Andr_rej/status/1829248416674660641

    GM delays additional $330 million investment in Thacker Pass, Lithium Americas says
    https://x.com/HC_Haplo/status/1829499131527852538

    ...but not public money.

    Argentina's #mining sector is poised for significant growth, with Mining Secretary Luis Lucero telling Reuters that the country's #commodities exports will double to approximately US$10 billion by 2027.
    https://x.com/INN_Lithium/status/1829519447582732731

    ...and LTR hodlers are getting excited about first production from its new plant? How many times are they celebrating this old news?  Because there are no other positive news to be excited over?
    ...Spod price remaining at $770 would continue to be the key driver suppressing lithium stock price.
    ...LTR would be producing Spod at a loss projected for 2025.
 
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