Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF) is making progress toward becoming a key domestic supplier of battery-grade lithium carbonate, and a recent collaboration highlights the company's momentum. First Phosphate, a Canadian developer of LFP battery materials, successfully used Century Lithium’s lithium carbonate in the production of lithium iron phosphate (LFP) batteries—demonstrating real-world application of the Nevada-based company’s process. In this interview, CEO Bill Willoughby joins Proactive ...

Australian Lithium & Gold Coverage Coverage summary, forecasts and spot pricing scenarios July 2025 Priced as of 4 July 2025 Hugo Nicolaci Goldman Sachs Australia Pty Ltd +61 2 9321 8323 hugo.nicolaci@gs.com Paul Young Goldman Sachs Australia Pty Ltd +61 2 9321 8302 paul.young1@gs.com Isaac Brooke Goldman Sachs Australia Pty Ltd +61 2 9321 8675 isaac.brooke@gs.com Marcus Dosanjh Goldman Sachs Australia Pty Ltd +61 2 9321 8780 marcus.dosanjh@gs.com Goldman Sachs does and seeks to do business with companies c ...

海外锂矿近况交流 20250702 Q&A 请介绍一下澳洲和津巴布韦锂矿山的近期情况。 今年（2025 年）第一季度，澳洲有 3 到 4 个锂矿山出现了短期减产，目前没 有新增项目。我们参与了 LTR 项目的定增，该项目正在扩产。统计数据显示， 今年一季度和二季度，锂矿环比下降约 6 到 7 个百分点。此外，皮尔巴拉矿山 碳酸锂定价仍主要由南美洲未完全释放的盐湖和澳洲矿山决定，短期内 受制于锂辉石价格。澳洲十大矿山平均开采成本约为 62,000 元/吨，津 巴布韦接近 7 万元/吨。现货价格与生产成本之间存在负反馈模式，市场 担忧导致价格进一步下跌。 国内云母矿资源集中在江西，碳酸锂价格低于 10 万元时，大部分企业 难以盈利。永兴材料和江特电机拥有品位较高且供给稳定的云母矿，具 备一定成本优势。高品位锂云母的生产成本相对较低，大约在 7 万至 8 万元之间。 多元化布局金属资源是抵消单一金属市场风险的重要策略。目前市场处 于过剩状态，每年平均过剩 20 万吨，消化这些过剩量预计需要两到三 年，最坏情况下可能需要五年。预计未来碳酸锂价格短期内在 7 万至 8 万之间，长期来看也是如此。 关闭，Greenbus ...

About Aqua Metals Demonstrating a Scalable, Cost-Effective, and Safer Alternative to Traditional Hydro Recycling Methods RENO, Nev., July 01, 2025 (GLOBE NEWSWIRE) -- Aqua Metals, Inc. (NASDAQ: AQMS), a pioneer in sustainable critical minerals recovery, today announced it will host an exclusive tour of its Innovation Center and pilot facility as part of NAATBatt's Eighth Annual Workshop on Lithium Battery Recycling and Lifecycle Management. Scheduled for July 31, 2025, the tour offers workshop participants ...

Flash | 26 Jun 2025 07:08:07 ET │ 11 pages China Battery Materials Lithium into 4th week of Jun – Client feedback on our lithium call CITI'S TAKE We called for a near-term lithium price bottom at the start of the month, and published 3M positive CW for Tianqi Lithium (see note). Most investors we've spoken to agree that the lithium price could already touch the near-term trough at Rmb60k/t, given most of the smelters are already likely loss making and there should be supply discipline to rebalance the marke ...

报告来源 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称： 降本大趋势，供给分化新平衡——2025年第一季度海外锂矿经营情况更新 报告日期：2025.06.25 报告作者： 于嘉懿 （分析师），登记编号： S 0880522080001 宁紫微 （ 分析师 )，登记编号：S 0880523080002 报告导读： 2025 年第一季度海外锂市场在持续价格压力下仍保持供应韧性。澳矿扩产放 缓，南美主要盐湖凭借成本优势运营稳健。下跌锂价对上游供给的负反馈初步显现。 投资建议： 2025 年第一季度锂矿价格保持相对稳定，上游矿企仍瓜分了较多产业链利润。资源端的降本 举措以及其在之前行业上行周期内积累的利润令行业供应表现出强弹性，出清难度较上一轮周期增加。我 们认为，未来值得关注具备显著成本优势、运营稳健、有能力在周期底部维持或扩大市场份额的龙头企 业。 我们认为，在现有行业格局下，若锂价较大幅度反弹则可能触发澳矿停产产能复产（如 Finniss ）， 打破供给出清节奏；且美联储降息延迟或加剧盐湖项目融资缺口（ HMW 缩产案例印证资本敏感度）。但 随着电池半固态 / 固态技术的进步升级与市场对高性能电池 ...

Key Takeaways HAL will design and operate demo wells for GeoFrame's lithium project in East Texas. The project aims to meet full U.S. lithium demand with 83,500 tons of output per year. Halliburton will play a critical role in the project by providing full field development services.Halliburton Company (HAL) has secured a significant contract to support GeoFrame Energy’s direct lithium extraction and geothermal project in East Texas. The company will plan and design the first demonstration wells in the Sm ...

Chemicals: Specialty, Commodity, Agricultural, and Paper & Packaging North America Equity Research 20 June 2025 J P M O R G A N Lithium May China Export/Import Data Jeffrey J. Zekauskas AC (1-212) 622-6644 jeffrey.zekauskas@jpmorgan.com Katie Zhang (1-212) 622-3262 katie.zhang@jpmchase.com Silke Kueck (1-212) 622-6503 silke.x.kueck@jpmorgan.com Lydia Huang (1-212) 622-0086 lydia.huang@jpmorgan.com J.P. Morgan Securities LLC {[{xTcfaSlj-ZSQMv-ljRpIM5Uga-4kBPAT_ahKYJjGBc6uIT3IvliwlA}]} • Lithium hydroxide exp ...

19 Jun 2025 05:24:15 ET │ 9 pages China Battery Materials Lithium into 3rd week of Jun – Market building surplus, low prices will pressure suppliers CITI'S TAKE Citi Commodity Team updated their 3Q25 lithium outlook this week (see report), downgrading 0-3mth price for SC6 spodumene to US$600/t (from US$700/t) and maintaining 0-3mth price target of US$7k/t for lithium salts – China carbonate (incl. VAT) and hydroxide CIF Asia. The updated balances suggest that the lithium market has been building large surpl ...

TORONTO, June 09, 2025 (GLOBE NEWSWIRE) -- Lithium Ionic Corp. (TSXV: LTH; OTCQX: LTHCF; FSE: H3N) (the “Company” or “Lithium Ionic”) reports that it has filed the independent NI 43-101 compliant technical report for its 100%-owned Bandeira Lithium Project (“Bandeira” or the “Project”) in Minas Gerais State, Brazil, related to the updated Mineral Resource Estimate (“MRE”) for the Project announced on May 6, 2025. The technical report, titled “Bandeira Lithium Project NI 43-101 Technical Report Mineral Resou ...