World-class independent lithium supply chain researcher. Developing markets for energy storage, writer,global traveler,investor, friend, brother, uncle,son,
Joined March 2013
- Tweets 9,595
- Following 6,460
- Followers 11,393
- Likes 14,847
3,124 Photos and videos
Pinned Tweet
21 Nov 2022
I am pleased to announce the next chapter of my career in the #CleanTechnology space as I have joined @exrotech Inc. as SVP Global Sales – #EnergyStorage focused on bringing the company’s advanced grid connected power electronics and controls platforms to market. 🧵
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LivioFilice retweeted
Jun 15
JUST IN: Sweden selects Rolls-Royce to produce small modular nuclear reactors.
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Jun 12
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Jun 3
Doubled my position in @Makenita_Res $KENY today. This is a simple “closeology” play (as Rene would call it).
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Jun 3
USA 🇺🇸 - AI will account for 8.5% peak energy demand in 2027.
That is intense!
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LivioFilice retweeted
Nuclear energy = generation you can count on.
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May 29
Q4 2025: Real GDP contracted by 1.0% on an annualized basis.
Q1 2026: Real GDP contracted by 0.1% on an annualized basis.
#Canada #Recession
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May 25
Lots of companies in the same situation. Great to have material in ground but a project needs infrastructure, capital, customers, processing, data, permits and much more. Hence the gap. Business 101.
Front-month #Copper price at $6.28/lb., up 36% in the past year and 7.5% from the low of this week. Why is this not bigger news?!? PTX Metals' @PTXMetals $PTX.v has a 2.3B Cu Eq. lb. resource target with an in-situ value of C$14.4B vs. an enterprise value of just C$18M.
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May 25
Basic internet search shows no connectivity to permanent infrastructure. That’s a great starting point to understand the valuation gap. The expectation is that individual producing coverage on a company would understand the absolute basics. Junk. Blocked.
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May 25
It’s one of the most ironic punchlines that Rio Tinto would go to own both the Orocobre and Nemaska #lithium assets.
Sure, Orocobre was years ahead but more importantly they secured Toyota right out of the gates.
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May 25
The lithium boom was interesting as it brought massive end users to the table which I don’t see across the broader junior mining space (outside of a few off-takes).
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LivioFilice retweeted
May 22
MAX Power secures $18M from Sprott in boost to plans for Canadian hydrogen dlvr.it/TSgdnp
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May 21
Sprott increasing ownership in $MAXX @MaxPowerMining. Unreal how quickly and aggressively the situation is unfolding. 👍
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LivioFilice retweeted
May 20
Global helium supply shock drives interest in Canada bnnbloomberg.ca/video/shows/…
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May 20
Uranium & Nuclear Energy Insights From an Industry Leader | Cameco’s Gra... youtu.be/dSaNx0i26Rs?si=Gikr… via @YouTube
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May 20
#Lithium price is around $20k/T today. We built the Olaroz 🇦🇷 salar project based on $3000/T based on a cost of $1500/T.
If your project needs $20k/T to sustain itself then it’s likely not feasible.
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