What can we expect from the Lithium Market in 2025? 6 Part 🧵 1/#Lithium demand to grow by 26% in 2025. •Demand to increase 26% (from 2024) to 1.46 million tonnes LCE in 2025. •The Chinese #EV market will remain the no.1 driver of lithium demand. --> The industry should receive a boost from Beijing's 🇨🇳 Stimulus program aswell as ongoing incentives for mass #EV adoption. •Outside the #EV market, demand for Energy Storage Systems (ESS) is set to "surge" growing 45% year-on-year & contributing to 13% of total lithium demand.

Zimbabwe's billion dollar initiative to lure Chinese capital into processing #lithium at home. Firstly, Zimbabwe banned the export of raw lithium and "unbeneficiated" minerals, resulting in nearly $1 billion in investments for local processing plants. As a result, Chinese companies particularly the likes of Huayou and Sinomine have led investments and construction of several lithium sulfate processing facilities. The first lithium sulfate shipment from Zimbabwe was exported in April. See photo below. --->“This inaugural shipment represents the first lithium salt ever produced in Zimbabwe and across Africa, marking a major step forward in regional mineral beneficiation and industrialization.”- Huayou’s Zimbabwe unit Zimbabwe is now flexing their weight when it comes to the global lithium supply chain. According to Business Insider Africa lithium sales have surged in 2026, with volumes rising 2% and value increasing 106% year-over-year, highlighting strong global demand and government policy impact.

From its journey as a greenfields project to brownfields expansion, the emergence of $GLN has been a sight to behold and monitor with their multiple capital raises. Congratulations to all involved @GalanLithium mining.com/galan-achieves-fi…

Below is a list of Australian 🇦🇺 spodumene assets (I noted in early February) that could bring on additional supply amidst favourable pricing dynamics. Ngungaju $PLS, Finniss $CXO, and now Bald Hill $MIN will be restartng operations this year.

"Lithium is now one of the few commodities where prices are actually going up..." “You’ve got demand growing, two major sources of supply disrupted in China and Zimbabwe, and a lot of projects that have been shuttered or curtailed in the last down cycle that are yet to be switched back on. So it’s a very positive set-up [for #lithium]." =Canaccord Genuity’s Reg Spencer. Spodumene now trading at US$2960/tonne according to S&P Global Platts. 👇 The highest level since August 2023. afr.com/markets/commodities/…

Update on Core #Lithium “We remain on schedule, with first spodumene concentrate targeted for the December quarter 2026, BP33 first ore expected in mid-2027 and ramp up to nameplate production by mid-2028.” $CXO managing director, Paul Brown.

Elevra Lithium is seeking $275 million in fresh capital for a "chunky" equity raising. The cash call comes a day after it sold its stake in Ghana’s Ewoyaa #lithium mine for US$70 million ($97 million). "Today's raising will fund an expansion of North American #Lithium, sources say." afr.com/street-talk/elevra-l…

China 🇨🇳 #Lithium Inventory Alert May 11, 2026 Spodumene Concentrate 🔼 11.25% Week-on-Week (WoW). Australian 🇦🇺 Spodumene Shipped to China stayed on course for the week at 89,000 tonnes. "Market sentiment remain[s] optimistic about further price gains." @MGNewEnergy mysteel.net/news/5123087-chi…

China 🇨🇳 produces less Lithium in April due to tightening spodumene feedstock. China produced 103,600 tonnes of #Lithium Carbonate for the month of April, missing targets due to "tight ore supply." "Compared with the production plan at the beginning of April, the actual production was about 3,000 tonnes lower, mainly due to tightening spodumene feedstock." @MGNewEnergy mysteel.net/news/5122309-chi…

Who else is excited about @pls_global downstream #lithium plans? Its Mid-Stream Demonstration Plant has already executed an offtake agreement with Ronbay, a leading LFP cathode producer. •The demo plant will produce #lithium phosphate. First product is expected in the September Quarter 2026. “The Mid-Stream Demonstration Plant is a deliberate step by $PLS to test whether more value can be captured at the resource by moving further along the lithium value chain." $PLS CEO Dale Henderson. australianmining.com.au/pls-…