Lithium

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X @Bloomberg
Bloomberg· 2025-08-24 23:00
Pilbara Minerals posted its first loss in four years as slumping lithium prices bite https://t.co/d8HoQxaBI0 ...
Champion Electric Announces Management Change
Newsfile· 2025-08-22 21:30
Toronto, Ontario--(Newsfile Corp. - August 22, 2025) - Champion Electric Metals Inc. (CSE: LTHM) (OTC Pink: CHELF) (FSE: 1QB0) ("Champion Electric" or the "Company") announces that, effective immediately, President and Chief Executive Officer ("CEO") Jonathan Buick has stepped down from his position for health reasons. Jonathan will remain a member of the Company's Board of Directors. The Company's Board of Directors (the "Board") has appointed Nicholas Konkin as Interim President and CEO, effective immedi ...
Sociedad Quimica Y Minera De Chile: A Cyclical Play On Lithium With Long-Term Upside
Seeking Alpha· 2025-08-22 12:45
In my previous article on Sociedad Química y Minera de Chile (NYSE: SQM ), published when the stock was trading at around $32.78, I maintained a buy stance supported by the company’s financial resilience andI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. My a ...
Lithium Argentina: Significant Upside Potential As Lithium Market Recovery Seems To Have Legs
Seeking Alpha· 2025-08-21 01:11
Group 1 - The investment thesis indicates a potential turnaround in the lithium market prices, suggesting an opportunity for increased exposure in lithium investments [1] - The article highlights that there are early signs of a price recovery in the lithium market, particularly noted during the summer months [1] - The analyst expresses a positive outlook based on forecasts for a sustained increase in lithium prices, which may benefit companies involved in lithium production [1]
X @Bloomberg
Bloomberg· 2025-08-20 17:42
Chile’s SQM says a lithium tie-up with state-owned Codelco is on track to be finalized well before the country’s next government takes power, easing concerns that the landmark deal could be upended https://t.co/sqVGGvRWQv ...
SQM(SQM) - 2025 Q2 - Earnings Call Transcript
2025-08-20 17:00
Financial Data and Key Metrics Changes - Revenues decreased by more than 3% year on year due to lower lithium prices compared to earlier in the year [7] - Lithium sales volumes from the Salar De Atacama were almost flat compared to last year, impacted by lower prices triggering contract floors [8] - The company expects yearly sales volume from Chilean operations to increase by at least 10% versus 2024 [9] Business Line Data and Key Metrics Changes - Iodine was the most profitable segment in Q2 with an adjusted gross margin of 57%, contributing over 50% to total company gross profit [9] - The specialty plant nutrition business remained stable, reflecting resilient demand across key markets [10] - Potassium volumes were lower as guided, but prices remained firm [11] Market Data and Key Metrics Changes - Strong demand growth for lithium is observed from EV and BEST sectors, particularly in China and Europe [7] - Lithium carbonate prices in China have been recovering, with expectations for higher sales prices in Q3 compared to Q2 [33] - The company anticipates that sales in the second semester of the year will be higher than the first semester and higher than the second semester of last year [33] Company Strategy and Development Direction - The company is confident in capturing strong fundamentals of the lithium market while delivering solid results across all businesses [11] - The expansion decision for Mt. Holland will not be made in 2025, with periodic reviews planned for the following year [16] - The company aims to maintain production at full capacity and expand in line with expected market growth [34] Management's Comments on Operating Environment and Future Outlook - Management noted a change in market dynamics with recent price improvements and strong demand growth [7] - The iodine market is expected to see solid fundamentals, with demand growth anticipated next year if capacity is available [20] - The company remains optimistic about the business outlook, citing strong demand and a positive price environment despite volatility [70] Other Important Information - The Tijuana refinery is now complete and has delivered its first product on spec, on budget, and on time [8] - The company is working on the Salar Futuro project, with environmental studies expected to be submitted next year [43][44] - The company is investing significantly to increase iodine supply to meet customer needs [51] Q&A Session Summary Question: What is the midterm or long-term goal for SPN? - The strategy involves growing volume and adding services and products to maintain a solid brand and pricing [14] Question: What is the current thinking on the Mt. Holland expansion? - The expansion decision will not be made in 2025, with ongoing engineering studies and approvals [16] Question: What will break iodine prices? - Demand is expected to grow, but supply constraints due to environmental restrictions may limit growth [52] Question: What is the current status of the deal with Codelco? - The process is moving positively, with expectations for completion in the next few weeks [66] Question: What is the current lithium inventory level? - The company expects to have close to 230,000 metric tons of lithium inventory, aligning with projected sales [68]
X @Bloomberg
Bloomberg· 2025-08-20 06:49
SQM, one of the world’s top lithium producers, posts a slump in core earnings for the second quarter https://t.co/dx0sIYrVFP ...
Lake Winn Announces Extension of Private Placement and Provides Update on Binding Letter of Intent with Jaxon Mining Inc.
Thenewswire· 2025-08-18 17:45
Vancouver, British Columbia – TheNewswire - August 18, 2025 – Lake Winn Resources Corp. (TSXV: LWR, FSE: EE1A) (the “Company”) announces that further to its news release dated June 2, 2025, the Company is still proceeding with a non-brokered private placement (the “Offering”) of up to 11,818,182 units (the “Units”) at a price of $0.055 per Unit, for gross proceeds of up to $650,000.The Company anticipates closing the first tranche of the Offering (the “First Tranche”) in the week of August 18th.The Company ...
Hertz Energy Announces Share Consolidation
Newsfile· 2025-08-18 15:46
Company Overview - Hertz Energy Inc. is a junior exploration company based in British Columbia, focusing on the acquisition and exploration of mineral properties in Eastern Canada, with a strategic portfolio of four projects targeting lithium and antimony mineralization in Quebec and New Brunswick [4]. Share Consolidation - The company intends to consolidate its common shares on a two and one-half (2.5) Share for one (1) Share basis, with a total issued and outstanding number of Shares post-Consolidation expected to be approximately 9,904,671, subject to rounding for fractional Shares [1][2]. - No fractional Common Shares will be issued upon the Consolidation; fractional Shares will be rounded down or up based on specific criteria [3]. Lithium Portfolio - Hertz Energy's lithium assets include the Agastya Lithium Property in Quebec, which consists of three non-contiguous claim blocks along a greenstone belt known for significant Lithium-Cesium-Tantalum pegmatite potential. The 26,500-hectare AC/DC Project is strategically located in Quebec's James Bay Lithium District, near notable projects by other companies [5]. Antimony Portfolio - The company's antimony assets include the Harriman Property in Quebec's Gaspé Region, targeting antimony and gold mineralization, as well as the Lake George Property in New Brunswick, which is being explored for antimony-gold mineralization [6].
Standard Lithium Expands Leadership Team with Appointment of General Counsel
GlobeNewswire News Room· 2025-08-18 12:30
Company Overview - Standard Lithium Ltd. is a leading near-commercial lithium development company focused on sustainable development of high-grade lithium-brine properties in the United States [3] - The company aims for sustainable, commercial-scale lithium production using a scalable and fully integrated Direct Lithium Extraction and purification process [3] - Key projects are located in the Smackover Formation in Arkansas and Texas, with a partnership with Equinor ASA on the South West Arkansas project [3] Leadership Appointment - Michael Lutgring has been appointed as General Counsel effective August 18, 2025 [1] - Lutgring brings over two decades of legal and strategic advisory experience, previously serving as Vice President and Deputy General Counsel at Albemarle Corporation [2] - His experience includes leading legal support for global supply chain operations and playing a pivotal role in significant corporate initiatives, including a $6.2 billion acquisition and a $3.2 billion divestiture [2]