May 11, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $28,594.65 1 day: $ 183.06 ( 0.64%) 📈 YTD: 69.15% #Spodumene Concentrate (6%, CIF China) Price: $2,846.00 1 day: $ 54.00 ( 1.93%) 📈 YTD: 83.85% Sponsored by @LibraEnergyMats

#ASXAnnouncement Elevra is pleased to announce that it has entered into an agreement to sell its interest in the Ewoyaa Lithium Project in Ghana to Zhejiang Huayou Cobalt Co, Ltd. mcusercontent.com/9736e993cf…

🚨 Lithium Shock Incoming? China’s “Lithium Capital” just lit the fuse 🔥 Yichun’s lithium mica mines are heading toward a MAY SHUTDOWN ⛔ and last-minute disputes over mining rights won’t stop it, they might DELAY RESTARTS instead 😳 💥 4 key mines 1 CATL-linked project = ~20% of China’s lithium supply at risk 💥 ~80% of lithium mica capacity impacted 💥 ~6,000 tons LCE/month about to VANISH And here’s the twist 👇 Two miners challenged the new resource fee assessments (claiming overvaluation & unfair historical accounting) but BOTH appeals were rejected ❌ Translation: ⏳ Shutdown likely STILL happening in May ⚠️ Restart timelines could stretch into late 2026–2027 Meanwhile, 📉 Inventories already tight This is a PERFECT STORM 🌪️ for lithium prices 📈 If supply tightens further, GFEX lithium carbonate could EXPLODE higher 🔥 Don’t be shocked if GFEX prices test ¥200,000/ton NEXT WEEK Smart money is watching closely 👀 #Lithium #EV #BatteryMetals $LKE $LLKKF #PLS #ELV #ALB #A11 #Commodities #China #SupplyShock #CATL #EnergyTransition #Investing #Mining #Bullish #GFEX mp.weixin.qq.com/s/KFwOoNCYY…

Apr 27, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $25,709.95 1 day: $ 438.24 ( 1.73%) 📈 YTD: 52.08% #Spodumene Concentrate (6%, CIF China) Price: $2,507.00 1 day: $ 38.00 ( 1.54%) 📈 YTD: 61.95% Sponsored by @LibraEnergyMats