Vancouver, British Columbia--(Newsfile Corp. - July 7, 2025) - Wealth Minerals Ltd. (TSXV: WML) (OTCQB: WMLLF) (SSE: WMLCL) (FSE: EJZN) (the "Company" or "Wealth") announces that it has entered into a Memorandum of Understanding (the "MOU") with Voith Hydro Holding GmbH & Co KG ("Voith Hydro") to develop the Pabellón Lithium Project (see press releases of February 6, 2025 and March 18, 2025) jointly with the Quechua Indigenous Community of Ollagüe ("CIQO") and further partners.Under the terms of this MOU, ...

Industry Overview - Copper production globally amounts to 26 million metric tons annually, with three-quarters used in electrical wiring, highlighting its critical role in technology and infrastructure [2][3] - The rise of artificial intelligence (AI) has increased demand for various materials, including rare earth metals, which are now significant in the U.S.-China trade dynamics [4] Company Insights - Albemarle Corp. (ALB) is identified as a leading lithium miner, currently trading at 0.8 times book value, significantly below its long-term average, making it a potential investment opportunity [7][8] - ALB is expected to maintain 20% EBITDA margins and positive free cash flow, indicating resilience despite current market pressures [8] - Plug Power Inc. (PLUG) has seen a drastic decline in stock price, down 91% from previous highs, but recent developments in AI and hydrogen fuel cell technology may present a turnaround opportunity [14][15][17] - USA Rare Earth Inc. (USAR) is positioned to capitalize on the growing demand for rare earth materials, with projected revenues increasing from $39 million next year to $166 million by 2027 [22][25] Market Trends - The lithium market is currently experiencing a glut due to overproduction by Chinese miners, leading to an 80% price drop, which may persist into the next year [6] - The demand for utility-scale batteries is rising as AI data centers require substantial backup power, creating opportunities for companies like Albemarle and Plug Power [9][10] - The U.S. reliance on China for rare earth minerals is significant, with USAR aiming to reduce this dependency through domestic production [22][25]

Core Viewpoint - Jiangxi Ganfeng Lithium Co., Ltd. has successfully acquired the remaining 40% stake in Mali Lithium B.V. for USD 34.27 million, enhancing its lithium resource supply and operational capabilities [1] Group 1: Acquisition Details - The company approved the acquisition of Mali Lithium's stake during the 78th meeting of the fifth board of directors on May 6, 2025 [1] - The acquisition was executed through Ganfeng International, a wholly-owned subsidiary, using its own funds [1] - The total payment for the acquisition has been completed, and the share transfer has been finalized, resulting in the company holding 100% of Mali Lithium [1] Group 2: Operational Impact - Mali Lithium's Goulamina spodumene project has commenced production with an annual capacity of 506,000 tons of lithium concentrate [1] - The establishment of a shipping route for lithium ore exports from Mali to China has been successfully initiated, marking a significant step in the company's resource layout in Africa [1] - This acquisition is expected to provide a stable and high-quality lithium resource supply, improving the company's self-sufficiency in lithium resources and enhancing profitability [1]

Summary of Key Points from Conference Call Records Industry Overview - The conference call primarily discusses the lithium mining industry, focusing on developments in Australia and Zimbabwe, as well as challenges and opportunities in other regions such as South America and Africa [1][3][10]. Key Insights and Arguments - **Declining Lithium Grades and Mine Closures**: Australia is experiencing a decline in lithium ore grades and mine closures, aligning with global trends. New projects like Mountain Holland and Castle in Valley are expected to release 160,000 to 200,000 tons of lithium ore, while older mines are optimizing recovery rates [1][4]. - **Challenges in Zimbabwe**: Zimbabwe's lithium production faces significant challenges, including lower ore quality compared to Australia, political risks associated with the BOT model, and issues with electricity and sulfuric acid supply for lithium sulfate production [1][5][6]. - **Investment and Taxation Issues**: The Zimbabwean government imposes a 5% export tax on lithium, which Chinese companies are negotiating to delay until 2027, when a sulfuric acid plant is expected to be operational [1][9][6]. - **High Transportation Costs**: Transportation costs for lithium from Mali are high, making profitability difficult. The Democratic Republic of Congo faces legal disputes that hinder development, while South American salt lakes present rich resources but have unfavorable investment environments [1][10][12]. - **Long-term Prospects in South America**: Companies with strong capabilities and professional teams are expected to benefit from long-term investments in South American salt lakes, despite the high initial capital expenditures and infrastructure challenges [1][18]. Additional Important Content - **Production Costs and Pricing Dynamics**: The average production cost for Australian lithium mines is approximately 62,000 CNY per ton, while Zimbabwe's costs are close to 70,000 CNY per ton. Current market conditions show a negative feedback loop between spot prices and production costs, leading to further price declines [3][21][22]. - **Market Overcapacity**: The lithium market is currently in a state of oversupply, with an average excess of 200,000 tons per year, which may take two to five years to absorb [3][32]. - **Future Price Expectations**: Short-term expectations for lithium carbonate prices are projected to remain between 70,000 and 80,000 CNY, with long-term forecasts suggesting similar levels unless significant changes in demand or supply occur [34]. - **Emerging Technologies**: The development of solid-state batteries may influence lithium demand, but the impact is expected to be limited in the short term due to slower-than-anticipated technological advancements [38][41]. Conclusion The lithium mining industry is facing a complex landscape characterized by declining ore grades, high production costs, and significant geopolitical risks, particularly in Zimbabwe. While there are opportunities for growth in South America, the current market is oversupplied, leading to price pressures. Companies must navigate these challenges while considering the potential impact of emerging technologies on future demand.

Core Viewpoint - The overseas lithium market in Q1 2025 remains resilient under continuous price pressure, with Australian mining expansion slowing and South American salt lakes operating steadily due to cost advantages. The negative feedback from declining lithium prices on upstream supply is beginning to show [1] Group 1: Australian Lithium Mining - In Q1 2025, tracked Australian lithium mines produced approximately 732,000 tons of spodumene concentrate, a decrease of about 9% quarter-on-quarter [2] - Many Australian lithium mines adopted production cuts or slowed expansion to cope with high costs and low prices, leading to a significant decline in overall output [2] - The average FOB cost for sample mines decreased by 10% to $418 per ton, while the average realized price increased by 4.75% to $833 per ton, slightly alleviating profit pressure for producers [2] Group 2: South American Salt Lakes - South American salt lake companies demonstrated stronger operational resilience due to their cost advantages, with SQM achieving its highest Q1 sales of 55,000 tons of LCE [3] - Lithium Argentina's C-O salt lake operations met expectations, with Q1 lithium carbonate production increasing by 60% year-on-year to 7,200 tons [3] - South American salt lakes maintain considerable profitability and cash flow due to their significantly lower cost structure compared to hard rock lithium projects [3] Group 3: Supply and Demand Dynamics - The reduction in production from major overseas lithium mines has not fundamentally reversed the short-term oversupply situation, and inventory digestion will require time [3] - It is anticipated that downstream demand will seasonally recover in Q3 2025, which, along with the ongoing effects of production cuts, may support lithium prices in the second half of the year [3]

Core Insights - Chevron Corporation is entering the lithium business by acquiring 125,000 acres in Texas and Arkansas, marking its first step into commercial lithium production, which is essential for electric vehicle batteries [1][8] - The company plans to utilize Direct Lithium Extraction (DLE) technology, which is faster and more environmentally friendly compared to traditional mining methods [2][8] - This strategic move reflects Chevron's broader goal to diversify beyond oil and gas, leveraging its expertise in drilling and reservoir management to meet the increasing demand for domestically produced battery materials [3][4] Company Strategy - Chevron's commitment to building a scalable business in energy transition materials highlights its dedication to the electrification age and U.S. energy independence [4] - The acquisition aligns with the U.S. goal of securing critical mineral supply chains amid global uncertainties [3] Competitive Landscape - ExxonMobil has already secured 120,000 acres in the Smackover Formation and aims to produce enough lithium for over one million EVs annually by 2030, with plans for a commercial facility in Arkansas by 2027 [5] - Occidental Petroleum is also pursuing lithium extraction through its TerraLithium subsidiary, focusing on low-carbon production methods [6] Financial Performance - Chevron's shares have increased by more than 5% in the past month [7] - The company's forward 12-month P/E multiple is approximately 18.5X, which is below the S&P 500 average [9] - Chevron has beaten the Zacks Consensus Estimate for earnings in two of the last four quarters [10]

Core Viewpoint - Q2 Metals Corp. has commenced drilling at the Cisco Lithium Project in Quebec, aiming to enhance the understanding of the mineralized zone and build towards a mineral resource estimate [2][3][5]. Drilling Program - The 2025 Summer Program focuses on infill drilling along a 1.5 km mineralized strike length, with the first hole (CS-25-036) exceeding expectations by extending the known mineralized zone [3][5][6]. - Hole CS-25-036 was completed to a depth of 582.11 m, intersecting three additional spodumene pegmatite intervals, with the widest being 151.0 m [4][6]. Geological and Sampling Activities - A detailed mapping and sampling campaign covering the 41,253-hectare Cisco Project is ongoing, with 390 rock samples collected and results expected soon [15]. - Initial metallurgical testing is underway on composite samples from previous drill holes, exploring various separation methods to evaluate the mineralized zone's beneficiation [17]. Option Agreements - The company has successfully exercised option agreements for the Broadback and Ouagama claim groups, acquiring 100% interests in these areas [19][20]. - The Cisco claim group option agreement involves a total payment of $2,000,000 and the issuance of 40,000,000 common shares, with the first anniversary payment of $500,000 made [21]. Upcoming Events - Q2 Metals will attend the Fastmarkets 17 Lithium Supply and Battery Raw Materials Conference in Las Vegas from June 23-26, 2025 [23]. Company Overview - Q2 Metals is focused on the Cisco Lithium Project, which consists of 801 claims and has district-scale potential with an identified mineralized zone [27][28].

南华期货碳酸锂企业风险管理日报 2025年6月23日 夏莹莹（投资咨询证书：Z0016569) 余维函 （期货从业证号：F03144703) 投资咨询业务资格：证监许可【2011】1290号 期货价格区间预测 | 品种 | 价格区间预测 | 当前波动率（20日滚动） | 当前波动率历史百分位（3年） | | --- | --- | --- | --- | | 碳酸锂主力合约 | 震荡区间59000-62000 | 18.9% | 17.2% | source： 南华研究,同花顺 碳酸锂企业风险管理策略建议 | 行为 导向 | 情景分析 | 策略推荐 | 套保工具 | 买卖方向 | 推荐比例 | | --- | --- | --- | --- | --- | --- | | 库存 | 产品库存偏高，担心库存 | 为防止库存减值，可以根据库存情况，做空碳酸锂 期货来锁定成品利润 | LC2509 | 卖出 | 70% | | 管理 | 有减值风险 | 卖出看涨期权 | 场外/场内期权 | 卖出 | 30% | | | | 买入虚值看跌期权 | 场内/场外期权 | 买入 | | | 采购 管理 | 未来有采购计划， ...

ZUG, Switzerland, June 20, 2025 (GLOBE NEWSWIRE) -- Lithium Argentina AG (“Lithium Argentina” or the “Company”) (TSX: LAR) (NYSE: LAR) is pleased to announce the results from its annual general meeting held on June 19, 2025 (the “Meeting”). The Meeting saw representation of 32.34% of the total shares outstanding being voted. At the Meeting, the eight director nominees listed in the Company's management information circular dated May 9, 2025 (the “Circular”) were also re-elected as directors to serve until t ...

TORONTO, June 19, 2025 (GLOBE NEWSWIRE) -- Lithium Ionic Corp. (TSXV: LTH; OTCQX: LTHCF; FSE: H3N) (“Lithium Ionic” or the “Company”) announces the release of its 2024 Sustainability Report, ESG Scorecard, and inaugural TCFD-Aligned Climate Risk Assessment, underscoring the Company’s ongoing commitment to environmental stewardship, social responsibility, strong governance, and sustainable development in support of the global energy transition. All reports are available at www.lithiumionic.com/sustainability ...