Group 1 - The Global X Lithium & Battery Tech ETF (LIT) has reached a 52-week high, increasing by 56.2% from its 52-week low of $31.44 per share [1] - LIT tracks the Solactive Global Lithium Index, which includes major companies involved in lithium exploration, mining, and battery production [1] - The ETF has an annual fee of 75 basis points [1] Group 2 - There is an increasing global competition to secure critical minerals, particularly lithium, which is essential for electric vehicles, batteries, renewable energy systems, and modern electronics [2] - Lithium is identified as a critical mineral resource vital for the energy transition and advanced technologies [2] Group 3 - LIT is expected to maintain strong performance in the near term, indicated by a positive weighted alpha of 18.43, suggesting potential for further gains [3]

Core Viewpoint - Vinland Lithium Inc. has successfully completed its summer exploration program at the Killick Lithium Project, focusing on lithium pegmatites in Newfoundland, and has appointed Barry Sparkes as the new VP of Exploration [1][2]. Exploration Program - The summer 2025 exploration program included prospecting, till sampling, geological mapping, and ground geophysical surveys [3][4]. - A total of 115 rock samples and 45 till samples were submitted for analysis, with a 60 line-kilometre ground magnetics survey conducted [4]. Project Background - The Killick Lithium Project was discovered in late-summer 2021, with significant lithium mineralization identified in multiple dykes [5][12]. - Notable drill results include 8.4 meters of 0.95% Li2O and 1.04% Li2O over 15.23 meters from different holes [5][13]. Recent Developments - The company has identified multiple spodumene-bearing pegmatite float samples in the Kraken South area, with assays returning up to 1.97% Li2O [7]. - The Hydra Cesium discovery has shown promising initial channel sample results, including 8.75% Cs2O over 1.2 meters [7][13]. Financial and Structural Information - Vinland is well-structured with approximately 10 million shares outstanding, with over 6 million held by insiders under a 36-month escrow provision [7]. - Piedmont Lithium Inc. has invested $2 million in Vinland, securing a 19.9% interest, and has the option to earn up to a 62.5% interest in Killick Lithium Inc. through further investment [7][10].

Core Viewpoint - Surge Battery Metals Inc. has filed an independent National Instrument 43-101 Technical Report for its 2025 Preliminary Economic Assessment Study on the Nevada North Lithium Project, indicating strong economic potential for lithium production [1][2]. Project Highlights - The Preliminary Economic Assessment (PEA) confirms robust economics for a low-cost, large-scale, and long-life conventional open pit and dry-stack tailings operation producing battery-grade lithium carbonate through on-site treatment [3]. - The PEA envisions two phases over an initial 42-year mine life, with Phase 1 processing throughput of 2.58 million tonnes per annum (Mtpa) and doubling to 5.15 Mtpa in Phase 2, starting in Year 4 [3]. - The project aims for a peak production of 109,100 tonnes of lithium carbonate equivalent (LCE) in Year 6, averaging 86,300 tonnes/year LCE for a total of 3.63 million tonnes LCE over the life of mine, with a lithium recovery rate of 82.8% [3][8]. Economic Metrics - The after-tax Net Present Value (NPV) at an 8% discount rate is estimated at US$9.17 billion, with an Internal Rate of Return (IRR) of 22.8% based on a lithium carbonate equivalent price of US$24,000 per tonne [8]. - Operating costs are projected at US$5,243 per tonne LCE, with a total capital expenditure (CAPEX) of US$5.32 billion for both phases and sustaining capital of US$1.51 billion [8]. - The average annual after-tax cash flow is estimated at US$1.06 billion, with a payback period of 4.6 years [8]. Resource Estimates - The Nevada North Lithium Project has a pit-constrained Inferred Resource containing an estimated 8.65 million tonnes of LCE, grading 2,956 ppm lithium at a 1,250 ppm cutoff [10]. Strategic Development - The company plans to enhance the project through strategic drilling to upgrade resource categories and produce a bulk sample for detailed metallurgical testing [7]. - The project is positioned to support the growing demand for lithium in the domestic battery manufacturing industry as the lithium market rebounds [7]. Location and Infrastructure - The Nevada North Lithium Project is located in Elko County, approximately 73 kilometers north-northeast of Wells, Nevada, with good access via paved highways and county-maintained gravel roads [8][9]. - Northern Nevada is recognized as a major hub for open pit mining operations, providing a skilled labor force and established regulatory frameworks for mine permitting [9]. Company Overview - Surge Battery Metals Inc. is focused on securing domestic lithium supply through its engagement in the Nevada North Lithium Project, contributing to the sustainable future of the electric vehicle industry [16].

Core Viewpoint - The market experienced a significant upward trend on July 24, with all three major indices reaching new highs for the year, indicating strong investor sentiment and market recovery [1]. Market Performance - The Shanghai and Shenzhen markets recorded a total trading volume of 1.84 trillion yuan, a decrease of 19.9 billion yuan compared to the previous trading day, with over 4,300 stocks rising across the market [2]. Sector Highlights - The Hainan Free Trade Zone concept stocks saw a collective surge, with over 20 stocks, including Hainan Airport, hitting the daily limit [3]. - Rare earth permanent magnet stocks also experienced substantial gains, with Guangsheng Nonferrous Metals reaching the daily limit [3]. - The super hydropower sector rebounded, with multiple stocks, including China Power Construction, hitting the daily limit [3]. Lithium Market Dynamics - The lithium carbonate sector saw a significant increase, with the main futures contract reaching a limit up at 77,240 yuan per ton, marking an 8% rise [4]. - Lithium mining stocks surged, with Tibet Mining and Yongshan Lithium Industry hitting the daily limit, and Tianqi Lithium A shares also achieving a rare limit up, marking its first limit up this year [4]. - A notice from the Yichun Natural Resources Bureau required local lithium mining companies to prepare resource verification reports by September 30, which some industry insiders view as a move to combat excessive competition in the lithium sector [5]. Vaccine Sector Movement - The biopharmaceutical vaccine sector saw a midday rally, with Zhifei Biological hitting the daily limit and Watson Bio rising over 14%, alongside other stocks like Kangtai Biological and Sanofi Health also experiencing gains [5]. Securities Sector Performance - The securities sector, often referred to as the "bull market flag bearer," performed well, with stocks like Guosen Securities and Bank of China Securities leading the gains [6].

Group 1 - Lithium carbonate futures prices have been rising since late June, with a notable rebound in the market, indicating potential improvements in the fundamentals of "white oil" [1] - As of July 23, the domestic battery-grade lithium carbonate price reached 70,650 yuan per ton, a 17.8% increase compared to the price on June 23 [1] - The Yichun Natural Resources Bureau has mandated local lithium mining companies to prepare resource verification reports by September 30, signaling a regulatory tightening in the lithium industry [1] Group 2 - The mining rights for the salt lake potassium-magnesium mine held by Zangge Mining's subsidiary only permit potassium salt extraction, lacking the necessary licenses for lithium resource extraction, indicating a trend towards legal compliance in lithium mining [2] - There are concerns regarding the expiration of the lithium mica mining license for Ningde Times on August 9, which may affect its ability to continue operations [2] - The Ministry of Natural Resources has outlined that it will oversee the registration of mining rights for lithium and other strategic minerals, indicating a shift in regulatory oversight [2] Group 3 - Zangge Mining's subsidiary has been ordered to cease operations due to its mining rights only covering potassium salt and not lithium, raising questions about Ningde Times' future mining capabilities [3] - Jiangte Motor announced that its subsidiary, Yichun Yinli New Energy, will initiate a 26-day maintenance shutdown affecting all lithium salt production lines, amidst rumors of other domestic and international mines reducing output [3] - Despite improvements in supply expectations, actual industry inventory remains high and is slightly increasing due to weak demand, with analysts predicting a narrowing supply-demand gap for lithium carbonate by 2025 [3]

TSX Venture Exchange (TSX-V):  LITFrankfurt Stock Exchange (FSE): OAY3 OTCQB Venture Market: LILIFVANCOUVER, BC, July 23, 2025 /PRNewswire/ - Argentina Lithium & Energy Corp. (TSXV: LIT) (FSE: OAY3) (OTCQB: LILIF), ("Argentina Lithium" or the "Company") is pleased to announce that it has entered into an amendment to a previously announced option agreement (the "Amendment"). The Amendment modifies the payment schedule and establishes the value of shares the Company is obligated to issue pursuant to the exerc ...

Core Insights - The lithium industry continues to face significant challenges, with major producers like Ganfeng Lithium and Tianqi Lithium reporting substantial losses and struggling with profitability due to low lithium prices and oversupply [3][9][19] Company Performance - Ganfeng Lithium expects a net loss of 300 million to 550 million yuan ($41.76 million) for the first half of 2025, which is an improvement from a 760 million yuan loss in the same period of 2024, but still indicates ongoing financial difficulties [3][4] - The company's expected loss, excluding non-recurring items, is projected to be between 500 million and 950 million yuan for the first half of 2025, significantly wider than the 160 million yuan loss reported in the previous year [4][10] - Investment gains from the disposal of energy storage projects contributed to a narrowing of the overall net loss, but these gains are not related to Ganfeng's core lithium mining and production business [5] Market Conditions - The average price for battery-grade lithium carbonate in China was 64,950 yuan per ton in mid-July, down 17.6% from the start of the year and nearly 90% from the peak price of 580,000 yuan per ton at the end of 2022 [11][12] - Oversupply in the lithium market, driven by increased production from new mining projects, has led to weak prices, while demand growth from electric vehicles is slowing [12][19] - Current spot prices are nearing the cost floor for many small and medium-sized producers, with production costs estimated between 50,000 and 60,000 yuan per ton [14] Competitive Landscape - Tianqi Lithium forecasts a net profit ranging from nil to 155 million yuan for the first half of 2025, recovering from a significant loss of 5.21 billion yuan a year earlier, but its operating profit excluding non-recurring items is expected to be much smaller [7][8] - Both Ganfeng and Tianqi are struggling with profitability, relying on factors outside their core lithium businesses to achieve any semblance of financial recovery [9][19] Investor Sentiment - Ganfeng's shares fell over 7% following its profit warning, reflecting investor surprise at the extent of the losses, although the shares are still up 19.7% year-to-date [16] - Long-term optimism remains as Ganfeng's shares have rebounded from around HK$19 to nearly HK$26, driven by hopes of a price bottom and policy support for EVs [17] - However, investment banks express skepticism about the sustainability of this rebound, with Morgan Stanley maintaining an "underweight" rating and UBS assigning a "sell" rating [18][19]

VANCOUVER, BC, July 23, 2025 /PRNewswire/ -- Lithium South Development Corporation (the "Company" or "Lithium South") (TSX-V: LIS) (OTCQB: LISMF) (Frankfurt: OGPQ) is pleased to announce the appointment of Claudio C. Zalewski as Director of Development & Construction for the Hombre Muerto North ("HMN") Lithium Project (the "Project") in Argentina's Salta basin. Based in Salta, Mr. Zalewski is a bilingual civil engineer (BSc Civil Engineering, Universidad de Buenos Aires, 1981) with more than forty years of ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints - The current lithium ore, lithium salt, and battery cell markets are under significant inventory pressure, and the de - stocking process is slow. The medium - to - long - term supply - demand imbalance has not been substantially alleviated [3]. - There are two short - term logics in the market: a negative feedback cycle of "lithium salt price drop - ore price decline - further lithium salt price drop" and a stepped - up cycle of "futures price increase - capacity release - increased ore consumption - ore price increase" [3]. - The cost curve is flattening due to technological upgrades, driving the central price of lithium carbonate down [3]. - The futures market in the second half of the year is expected to be divided into two stages: the futures price will rise in the early third quarter due to improved macro - sentiment, supply disruptions, and better - than - expected off - season performance; it will decline in the fourth quarter as technological upgrades are completed and production is concentrated [3]. - There are both positive and negative factors affecting the market. Positive factors include improved macro - sentiment, supply disruptions, and the trading of the contradiction between high open interest and low warrant numbers. Negative factors include high future lithium ore production expectations, continuous inventory accumulation, and delayed capacity clearance [3][5]. Summary by Directory 1. Futures Data - **Price and Volume of the Main Contract**: The closing price of the lithium carbonate futures main contract was 69,380 yuan/ton, with a daily decrease of 3,500 yuan (- 4.80%) and a weekly increase of 2,960 yuan (4.46%). The trading volume was 1,334,159 lots, with a daily increase of 215,933 lots (19.31%) and a weekly increase of 856,045 lots (179.05%). The open interest was 362,054 lots, with a daily decrease of 49,584 lots (- 12.05%) and a weekly increase of 21,436 lots (6.29%) [8]. - **Price Spread Changes**: The LC08 - 11 spread was 700 yuan, with a daily decrease of 300 yuan (- 30.00%) and a weekly decrease of 60 yuan (- 7.89%); the LC09 - 11 spread was 760 yuan, with a daily decrease of 320 yuan (- 30%) and a weekly increase of 180 yuan (31%); the LC11 - 12 spread was - 160 yuan, with a daily decrease of 180 yuan (- 900%) and a weekly increase of 80 yuan (- 33%) [10]. 2. Spot Data - **Lithium Ore Prices**: The prices of various types of lithium ore, such as lithium mica, lithium spodumene, and phospho - lithium - aluminum stone, showed different degrees of daily and weekly increases. For example, the average price of lithium mica (Li2O: 2 - 2.5%) was 1,605 yuan/ton, with a daily increase of 15 yuan (0.94%) and a weekly increase of 155 yuan (10.69%) [15]. - **Carbon/Hydrogen Lithium Prices**: The prices of industrial - grade and battery - grade lithium carbonate and lithium hydroxide all increased. For example, the average price of industrial - grade lithium carbonate was 68,800 yuan/ton, with a daily increase of 1,350 yuan (2.00%) and a weekly increase of 5,450 yuan (8.60%) [18]. - **Downstream Product Prices**: The prices of downstream products such as lithium iron phosphate, ternary materials, and electrolytes also showed different degrees of increase. For example, the average price of power - type lithium iron phosphate was 32,665 yuan/ton, with a daily increase of 325 yuan (1.00%) [23]. 3. Basis and Warrant Data - **Basis Quotations**: The basis quotations of different lithium carbonate brands showed different degrees of decline. For example, the basis of Shengxin Lithium Energy (LI2CO3≥99.8%, LC2507) was 100 yuan, with a daily decrease of 300 yuan [27]. - **Warrant Quantity**: The total number of lithium carbonate warrants was 10,754, an increase of 665 from the previous day. The warrant quantities of different warehouses changed differently, with some increasing and some decreasing [30]. 4. Cost and Profit - **Production and Delivery Profits**: The report shows the trends of production profits from purchased ore, theoretical delivery profits, and import profits of lithium carbonate, but specific profit values are not summarized here [32].

VANCOUVER, BC and PLANO, TX, July 22, 2025 /PRNewswire/ - International Battery Metals Ltd. ("IBAT" or the "Company") (TSXV: IBAT) & (OTCQB: IBATF) announced today that it will host a conference call for interested parties on July 30, 2025 at 10:00 a.m. Central time (11:00 a.m. Eastern time) to discuss the Company's fiscal year ending March 31, 2025 financial results.IBAT intends to release its financial results for fiscal year 2025 ending March 31, 2025 after the close of trading on Tuesday, July 29, 2025. ...