Li Big King 👑 Profile picture
Feb 4, 2023 6 tweets 4 min read Read on X
US Govt & US companies are demonising China for dominating global #lithium ion battery supply chain & blaming it for everything; while copying exactly what China did from 2008 to 2022 to achieve its global dominance: Investing a lot in lithium production & processing capacity.
US Govt & US companies are demonising China for dominating global #lithium ion battery supply chain & blaming it for everything; while copying exactly what China did from 2008 to 2022 to achieve its global dominance. cen.acs.org/energy/energy-…
Basically, USA and EU were too big. Too rich. Too complacent. Too lazy. Too clever. Too sophisticated. Too fat. Too arrogant. Too shortsighted. Too happy to exploit globalisation. Too happy to outsource and off-shore everything to cheap labour countries. And now they regret it‼️ twitter.com/i/web/status/1…
Australia is pragmatic & bats for both sides. Plays both sides. Relies on USA 🇺🇸 for military defence security. Relies on China 🇨🇳 for economic security. Australia is a strong US ally - AND strongly integrated into the global lithium battery supply chain USA sees as a big threat. twitter.com/i/web/status/1…
And some US idiots who all happen to be Joe Lowry disciples and sycophants demonise Australia by its association with China and say it’s a foreign and potentially hostile nation and threat to US strategic national security. All absolute RUBBISH‼️
Team USA #lithium couldn’t build a successful business case to convince the US government & capital markets to back US companies to build a domestic lithium supply chain. While Australia partnered with China on iron ore mining; lithium mining, processing & has 50% of global trade twitter.com/i/web/status/1…

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Li Big King 👑

Li Big King 👑 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @yarra44

Feb 1, 2023
$PLL was around US$6 in 2020. Announced North Carolina Lithium offtake deal with #Tesla on 28 September 2020. Spiked 13x to $80.
reuters.com/article/us-pie…
$PLL was around US$6 in 2020. Announced North Carolina Lithium offtake deal with #Tesla on 28 September 2020. Spiked 13x to $80. It raised US$122.5 million on 24 March 2021 at US$70 per share. proactiveinvestors.com.au/companies/news…
After spiking 13x from US$6 per share in 2020 to $80 per share, $PLL did another cap raise for US$113.75 million at $65 per share on 22 March 2022. Total of US$236 million raised after the stock pumped 13x on the original “binding” #Tesla offtake.
mining-journal.com/capital-market…
Read 11 tweets
Nov 13, 2022
JM Morgan is broadly underweight equities. Expects earnings downgrades, recession in EU & UK. Goldman Sachs expects #lithium supply response will outpace demand. This is a perfect recipe for another perfect storm in global lithium stocks. Maybe a perfect storm in a tea cup ☕️ ? twitter.com/i/web/status/1… Image
JM Morgan is broadly underweight equities. Expects earnings downgrades, recession in EU & UK. Goldman Sachs expects #lithium supply response will outpace demand. This is a perfect recipe for another perfect storm in global lithium stocks. 15 Nov might be 5 April 2.0. DYOR 🚨⚠️〽️ twitter.com/i/web/status/1… Image
Read 26 tweets
May 7, 2022
#lithium #EV #BatteryMetals Salton Sea geothermal lithium, #SpecialChemical #Commodity #cobalt #nickel #manganese #graphite #DLE $LAC $ALB $LTHM Image
#lithium #EV #BatteryMetals Salton Sea geothermal lithium, #SpecialChemical #Commodity #cobalt #nickel #manganese #graphite #DLE $LAC $ALB $LTHM Image
#lithium #EV #BatteryMetals Salton Sea geothermal lithium, #SpecialChemical #Commodity #cobalt #nickel #manganese #graphite #DLE $LAC $ALB $LTHM Image
Read 9 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(