Core Insights - E3 Lithium has successfully completed the sale of its non-core Estevan Lithium District assets for cash proceeds of US$4.0 million (approximately C$5.6 million) [1][2] - The sale is reported to provide nearly a three-time return on the total cost incurred by E3 Lithium to acquire, hold, and develop the Estevan Assets [3] - The proceeds from the sale will enable E3 Lithium to focus on advancing its flagship Clearwater Project in Alberta, alongside recent equity financing [3] Financial Details - The final cash proceeds from the sale are net of permitted purchase price adjustments of approximately US$0.3 million [2] - E3 Lithium's Clearwater Project has a pre-tax NPV (8%) of USD 5.2 billion with a 29.2% IRR and an after-tax NPV (8%) of USD 3.7 billion with a 24.6% IRR [4] Company Overview - E3 Lithium holds a total of 21.2 million tonnes of lithium carbonate equivalent (LCE) in Measured and Indicated resources, along with 0.3 Mt LCE Inferred resources in Alberta, and 2.5 Mt LCE Inferred resources in Saskatchewan [4]

Vancouver, British Columbia--(Newsfile Corp. - December 10, 2025) - Grit Metals Corp. (TSXV: FIN) (FSE: K9T) ("Grit" or the "Company") announces further to its news release of November 25, 2025, the Company has received TSX Venture Exchange approval and has settled outstanding indebtedness totaling $75,000, owing to a certain arms-length creditor, through the issuance of 625,000 common shares at a deemed price of $0.12 per common share. All securities issued in connection with the debt settlement are subje ...

Core Viewpoint - Imagine Lithium Inc. has expanded its strategic land package at the Jackpot Lithium Project by 45%, increasing its exploration area to 27,597 hectares in the Georgia Lake Pegmatite Field, which positions the company as the largest landholder in the region [1][3][11]. Land Acquisition - The acquisition includes the 'SPOD Lithium Option' of 8,449 hectares, creating a continuous land position between the Jackpot deposit and Rock Tech Lithium's Nama Creek deposit [2][3]. - The agreement, effective December 5, 2025, involves purchasing 100% undivided rights to the North Nipigon Lithium Property for CAD$30,000, subject to a 2% net smelter royalty [3][11]. Resource Highlights - The current mineral resource inventory at the Jackpot Project includes 3.1 million tonnes indicated at a grade of 0.85% Li₂O and 5.3 million tonnes inferred at a grade of 0.91% Li₂O [7][14]. - The resources are open along strike and to depth, indicating potential for further expansion [6]. Metallurgical Testing - Early metallurgical results suggest that the Jackpot mineralization can produce a high-grade spodumene concentrate suitable for the lithium battery supply chain, with a recovery rate of 81.5% Li₂O [8][14]. Future Exploration Plans - The strategic land acquisition complements future exploration plans and highlights the potential for discovering multiple open-pit, hard-rock lithium deposits in the Georgia Lake Pegmatite Field [6][11]. Options Grant - The company has granted 7,200,000 options to an officer and director, exercisable at $0.05 for a period of five years [9].

Core Insights - Sigma Lithium's cost-cutting measures are expected to yield significant benefits as lithium prices continue to rise, with shares surging over 120% in the past month [1][5] - Lithium prices reached an 18-month high, with projections indicating a potential increase in demand by 30% to 40% by 2026, which could drive prices above 150,000 yuan per metric ton [3] - Sigma Lithium operates in Brazil, producing 270,000 tonnes of lithium oxide concentrate annually and is expanding its capacity with a second plant [4] Financial Performance - In Q3, despite a 27% drop in production volume and a 15% decrease in sales volume year-over-year, Sigma Lithium's revenue increased by 36% due to a nearly 60% rise in average selling price [6] - The company reduced its net loss by over 50% to $11.6 million, aided by significant debt reduction efforts, cutting high-interest, short-term debt by 48% [6][7] Market Dynamics - The recent surge in lithium prices is anticipated to accelerate Sigma Lithium's path to profitability, making the stock increasingly attractive [7] - The volatility of commodity prices, including lithium, poses a risk for companies like Sigma Lithium [7]

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Group 1 - Theta Gold Mines (ASX: TGM) has completed the procurement of key long-cycle processing equipment for its TGME gold project, ensuring the project continues to progress as planned [4] - The company has signed equipment orders with South African metallurgical engineering firms Kemix and MIP Industries, covering essential equipment such as mixers, electro-winning circuits, thickeners, flocculant systems, and control instruments [4] - Installation and delivery schedules for these facilities have been established, with suppliers also participating in equipment commissioning and providing on-site training to ensure smooth production [4] Group 2 - The current earthworks and civil engineering progress is stable, with cost control remaining within budget, moving closer to the target of commencing production by the end of 2026 [4] - The project is expected to create over 500 jobs locally, injecting significant economic vitality into the area upon full production [4] - Bill Guy, Executive Chairman, emphasized that the finalization of key equipment marks an important milestone for the TGME project, which is progressing steadily in both mechanical and civil engineering aspects [4] Group 3 - National Storage REIT (ASX: NSR) has signed a scheme implementation agreement with a consortium led by Brookfield and GIC to acquire all issued securities at a cash price of AUD 2.86 per stapled security [16] - The transaction implies an equity value of approximately AUD 4 billion, representing a premium of about 26.5% over NSR's closing price and a premium of approximately 10.9% over net tangible assets [17] - The board unanimously supports the transaction, indicating it reflects recognition of the high-quality, growth-potential assets within NSR's portfolio [17] Group 4 - Vulcan Energy Resources Ltd (ASX: VUL) has launched an AUD 1.1 billion equity financing plan, following the completion of an AUD 710 million institutional placement and entitlement offer [19] - The company has secured strategic financing support worth EUR 2.2 billion (AUD 3.9 billion) from various European and international government-related entities to accelerate the development of its Lionheart lithium and renewable energy project [20] - The Lionheart project aims to produce 24,000 tons of lithium hydroxide monohydrate annually, sufficient for manufacturing 500,000 electric vehicle batteries each year [21]

Summary of Global Energy Storage: 2026 Lithium Outlook Industry Overview - The report focuses on the lithium market, highlighting its cyclical nature and recent trends in supply and demand dynamics [1][10] - The lithium market is expected to tighten significantly in 2026 due to increasing demand from electric vehicles (EV) and energy storage systems (ESS) [4][54] Key Points Price Forecasts - Lithium carbonate prices are projected to rise from $10,000/ton in 2025 to $17,000/ton in 2026 and $25,000/ton in 2027, which is above current futures and consensus estimates [5][10] - Current spot prices have rebounded to approximately $13,000/ton but remain below the marginal cash cost of $11,000/ton, indicating insufficient levels to incentivize new supply [2][21] Supply and Demand Dynamics - In the first nine months of 2025, lithium supply reached 1.18 million tons of lithium carbonate equivalent (LCE) against a demand of 1.15 million tons LCE, indicating a balanced market [3][25] - Demand for lithium is forecasted to grow by 29% year-over-year to 2.2 million tons LCE in 2026, while supply is expected to grow by only 17%, leading to a utilization rate increase from 90% in 2025 to 99% in 2026 [4][54] Investment Implications - The report suggests that 2025 marks a trough in lithium prices, making it an attractive entry point for investors [7][10] - Lithium equities, particularly Tianqi Lithium, are expected to outperform, with a price target raised to RMB 74/share and HKD 69/share, reflecting higher price expectations and earnings upgrades [7][10] Inventory Trends - China's lithium inventory has decreased from approximately 120,000 tons at the beginning of the year to 110,000 tons, with inventory days dropping to around 25 days, the lowest since 2024 [3][80] - The decline in inventory days is seen as a positive indicator for tightening market conditions [28][80] Historical Context - Historically, lithium equities tend to lead price recoveries by 6 to 12 months and outperform for at least two years following a price trough [7][10] - The report notes that the lithium market has experienced an 85% collapse in spot prices from peak levels, leading to significant reductions in capital expenditures (capex) [14][40] Future Outlook - The long-term outlook for lithium demand is robust, with expectations for demand to triple from 1.7 million tons in 2025 to 4.1 million tons by 2030 [55] - The report emphasizes that a sustained higher price level is necessary to incentivize the restart of curtailed high-cost lithium projects [43][61] Additional Insights - The report highlights that the current valuations for lithium equities are below historical averages, suggesting potential for multiple expansions as higher prices drive earnings upgrades [7][10] - The lithium market is expected to remain cyclical, with supply responding elastically to price changes, and the need for higher prices to stimulate new investments is underscored [14][36]

December 8, 2025 05:56 PM GMT Lithium | Global Webcast with Lithium Expert: South American Production Outlook and Chile Elections We offer feedback from our recent webcast with a Latam lithium expert. Mr Jimenez believes that ongoing elections may improve Lithium regulation, attracting capital back to Chile, but medium term Argentina will continue to close up the gap in production. Key Takeaways Call with one of the most respected lithium experts in LatAm. Mr. Daniel Jimenez is the founding partner of iLiMa ...

HighlightsShare Purchase Agreement Acceptance Letter signed with POSCO Argentina S.A.U.Sale of NRG Metals Argentina S.A. for US$65 MillionAll Company common shares to be redeemed at CAD$0.505 per common shareAnnual and General and Special Meeting called for February 19, 2026 for shareholder approval to the transaction VANCOUVER, BC / ACCESS Newswire / December 8, 2025 / Lithium South Development Corporation (the "Company" or "Lithium South") (TSX-V:LIS)(OTCQB:LISMF)(Frankfurt:OGPQ) is pleased to announce ...

ab Global Research 5 December 2025 Lithium BESS-driven upcycle The 3rd upcycle in demand is BESS driven Following a ~2-year bearish stance on lithium, we shifted to Neutral in August due to: ongoing supply disruptions, further anticipated disruptions to Chinese lepidolite producers (CATL) and resilient overall demand (here). In this note, we have materially increased our short to mid term lithium price deck following an 11% increase in lithium demand driven by BESS (here). We now envisage markets moving int ...