...Spod now at $950!! $1000 wasn't bad enough! ....$830 is on the cards- Xmas tree theory. Carbonate 99.5% GFEX Futures 87.9k RMB/t -1.2% SMM Spot 86.35k RMB/t -% Hydroxide 56.5% SMM Spot 80.45k RMB/t -0.7% Spodumene SMM Conc. Index $950/t -1.1% Platts 6% $910/t -% https://x.com/CarlCapolingua/status/1815692073452163376 Lithium sentiment feels like it is at a 5-year low- while mines in Africa continue adding to supply and Chinese supply continues to be vertically integrated- there will be more peaks and troughs https://x.com/thelithiumminer/status/1815663694317060490
ITM iTech Minerals flags high-grade rockchip finds, boasting one sample at +18% copper. What lies underground remains to be seen
M4M Macro Metals picks up 80% in Firebird's manganese plays; mining services operations to launch if decision to mine passed
ARU Arafura updates on total US$1B funding as export banks and lenders take notice; heading toward FID for Nolans
