Source: reuters.com/business/energy/…

GOOD NEWS 🇦🇷 YPF, Argentina's largest national energy company, has signed a letter of intent with @Tesla to collaborate on fast-charging stations and energy storage infrastructure ⚡️

This is why LCE demand is more than supply. #BESS takes lots of LCE #Lithium $VLTLF $LIB.v

RIESGO PAÍS: 425 puntos hoy. -12 en el día. -69 en la semana. -113 en el mes. En diciembre de 2023 era 2.200. El mercado no miente. @JMilei

Bunker fuel (shipping) shortages are emerging. - Singapore is the largest bunker fuel hub - And just saw the 2nd biggest product draw in history Shipping accounts for 80% of global trade, but I guess oil isn't that important anymore.

Scale matters in #silver exploration. Pantera Silver controls ~17,895 hectares in a district with established silver mineralization — roughly 25 times the size of Manhattan. That's not a claim. That's a district-scale land position. Before a resource is defined, before a drill turns, controlling the ground is a structural advantage. The best discoveries rarely happen where you first look — they happen where you've secured the room to look.

Read again it’s hidden on page 6 and spread out over 2 pages but it’s 99.8% LC battery grade carbonate I have seen the demonstration plant at ALS Perth! (Not the bench scale shown) It’s a game changer for James Bay projects

$LSR get ready 😉

🚨 BEHIND-THE-METER GENERATION TO NEARLY TRIPLE BY 2030 On-site generation for AI data centers is set to reach 38% by 2030, up from 13% last year Grid limitations can’t keep up with AI demands

The Basic Treaty of Friendship 🤝(NARA Treaty) was signed exactly 50 years ago on 16th June, a massive milestone for our relationship. Watch our space for more!

🚨🇦🇷 #ECONOMÍA | El presidente del BCRA viajó a China y obtuvo avances para renovar el swap por USD 20 mil millones 👉 Santiago Bausilli mantuvo reuniones a lo largo de toda una semana en Shanghái con miras a extender el intercambio de monedas, que vence en agosto y es importante para las reservas.

🇨🇳 Grid storage is increasing so rapidly is China that it may be able to meet all their electricity needs from renewables as soon as 2030. “Grid storage” is the energy storage systems that connect to the electric grid to absorb electricity when supply is high or prices are low, then deliver it back when supply is low or demand and prices are high. It is a grid asset, like a power plant or substation, but it stores energy instead of generating it from fuel. New data show that by the end of 2026, grid storage will be a 1.15% share of global electricity demand (up from 0.16% in 2023). China is rolling out the most. China’s grid storage installations in December 2025 alone (65.4 GWh) exceeded the entire USA’s 2025 total annual installations (46.5 GWh), and the US is the world's 2nd largest grid storage market. China also is able to build an over-capacity of wind & solar. China is rapidly electrifying its whole economy & abandoning the combustion engine. --- reneweconomy. com. au/graph-of-the-day-batteries-are-beating-solar-to-deliver-the-fastest-energy-transition-in-human-history/

Die argentinische Milchproduktion erreichte in den ersten 4 Monaten 2026 3,5 Millionen Liter. Das ist 9,3 % mehr als der Durchschnitt des letzten Jahrzehnts. Die Produktion pro Melkstand (tambo) steigt ebenfalls und die Exporte erreichen historische Höchstwerte. Jetzt beginnt der Herdenaufbau langsam zu greifen. Das Wachstum wird m.E. noch eine ganze Weile andauern und erst enden, wenn es keine sinnvoll bewirtschaftbaren Weideflächen mehr gibt. Da 2015 offenbar ein ähnlicher Gesamtwert mit mehr Tambos erreicht wurde, sollte da noch Luft nach oben sein.

🇨🇳#China and 🇮🇳#India, the two major Asian economies, together account for 40% of projected global construction growth from 2020 to 2030. #FactsMatter

OUT TODAY: Businesses wants #electrification. Of 2000 business executives across 18 countries..

US petroleum product inventories just hit a 22 year low Just as the global shipping industry is running out of bunker fuel, forcing them to switch to marine diesel. Effectively turning the shipping sector into another major bidder for diesel already needed by trucks, construction, agriculture, and heating.

This is the next push for lithium demand - after #EV and #BESS we will see soon a massive demand uplift from large truck fleets. China again frontrunner, setting out a plan to scale up electric heavy-duty trucks, targeting 40% market penetration and a fleet exceeding 1.6 million vehicles by 2030. #Battery #Lithium $RCK bloomberg.com/news/articles/…

Key milestone: E3 Successfully Commissions Phase 2 of the Demo Facility 🔹 Initial production test confirmed lithium concentrations of 75.8 mg/L, further validating consistency of our resource 🔹 E3 has already moved more brine during Phase 2 operations through its two wells than all previous testing combined 🔹 Continued operations and data collection will support advancing E3’s ongoing engineering work, including the completion of Front-End Engineering Design (FEED) and the Feasibility Study for the Clearwater Project A strong step forward in de-risking the Clearwater Project and advancing commercial development. Read the full press release: e3lithium.ca/newsroom/news-r… #E3Lithium | #Lithium | #DirectLithiumExtraction | #EnergyTransition | #Alberta | #Phase2Update

You got FOMO on Oil hard you Bought the dip, ignored the downtrend, and paid the tuition. Lesson learned: No matter how oversold the RSI looks, if the higher timeframe is screaming bearish… respect it. We’ve all been there. The most important thing isn’t the loss it’s the lesson. Move on. Time to study more TA, tighten risk, and come back stronger. 🙏

When the left hand isn’t talking to the right…….🤔 My money is on Iola! #lithium Are you bullish enough?