Reece’s US troubles, Pilbara Minerals talks up lithium, Putin’s dislike of Zelenskiy. Read today's Australia Briefing by @AngusWhitley1 for your daily dose of the best of Bloomberg from Down Under and around the world. https://t.co/dCo261yr9K ...

The lithium market, long in the doldrums, is showing signs of life, writes @annieLee23 https://t.co/y0PfG3OF9V ...

Industry Event - Albemarle Corp's lithium-processing plant in Chile experienced an incident last week [1] - The incident is currently under investigation [1]

Core Insights - Tesla Inc is not only a headline maker due to Elon Musk but also relies on various suppliers that contribute to its electric vehicle (EV) success [1] - Companies like ON Semiconductor, Albemarle, and Panasonic play crucial roles in Tesla's supply chain, enhancing vehicle performance and battery production [2][3] Group 1: Key Suppliers - ON Semiconductor Corp is a leader in silicon carbide chips, essential for improving EV efficiency, and is a significant supplier for Tesla [2] - Albemarle Corp, a major lithium producer, remains integral to Tesla's battery strategy despite lithium price fluctuations, thanks to its scale and long-term contracts [2] - Panasonic Holdings Corp has been a consistent battery partner for Tesla, and its U.S.-based production may gain strategic importance due to tightening tariffs on Chinese imports [3] Group 2: Market Dynamics - New tariffs imposed by the U.S. and EU on Chinese-sourced EV parts may lead Tesla to shift towards North American or friend-shored supply chains [4] - Companies like Quantumscape Corp, which is developing solid-state battery technology, and Aptiv PLC, which supplies advanced driver-assistance systems (ADAS), are positioned to benefit from Tesla's pivot [4] Group 3: Investment Opportunities - Investors seeking to capitalize on Tesla's growth without the associated volatility can explore infrastructure investments linked to these key suppliers [5] - The increasing pressure for localization and tariffs may enhance the value of these supporting companies in the EV ecosystem [5]

Company Overview - Sigma Lithium Corporation (SGML) shares increased by 6% to close at $7.22, with notable trading volume exceeding typical levels, and a total gain of 59.1% over the past four weeks [1] - Sigma Lithium benefits from low-cost, high-efficiency lithium production and fully uncommitted output, providing flexible financing and resilience to lithium price cycles [1] Financial Performance - Sigma Lithium is expected to report a quarterly loss of $0.03 per share, reflecting a year-over-year change of +70%, with revenues projected at $45.4 million, down 1.2% from the previous year [2] - The consensus EPS estimate for Sigma Lithium has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Industry Context - Sigma Lithium operates within the Zacks Electronics - Miscellaneous Products industry, where another company, Hayward Holdings, Inc. (HAYW), closed 0.3% higher at $15.05, with an 8.7% return over the past month [3] - Hayward Holdings' consensus EPS estimate has also remained unchanged at $0.22, representing a year-over-year change of +4.8%, and it holds a Zacks Rank of 3 (Hold) [4]

Core Insights - RecycLiCo Battery Materials Inc. has become a founding member of the Minerals for National Automotive Competitiveness Collaboration (MINAC), aimed at enhancing the development and procurement of American-sourced critical minerals for automotive manufacturing [1][2][3] Group 1: Collaboration and Objectives - The partnership includes industry leaders such as Lucid, Alaska Energy Metals, Graphite One, and Electric Metals, focusing on establishing a circular supply chain for critical minerals [1][2] - MINAC aims to advance domestic mineral production through offtake agreements for American critical minerals, identify barriers to commercialization, and improve coordination between the mining and automotive sectors [7] Group 2: Technological Contribution - RecycLiCo's advanced hydrometallurgical process is recognized for its ability to recover high-purity, battery-ready materials from newly-mined ore, manufacturing scrap, and end-of-life batteries, contributing to onshore sourcing of essential materials [2][5] - The collaboration is a response to the global trading environment's realignment and governmental initiatives promoting reliance on domestic sources, validating and scaling RecycLiCo's technology [3] Group 3: Leadership and Events - CEO Richard Sadowsky will participate in a roundtable event in Washington, D.C., alongside notable political figures, to discuss the collaboration's launch [4]

Albemarle shares jumped Thursday as lithium prices rose amid reports that a large lithium miner in China halted operations, easing concerns about an oversupply. https://t.co/ka5e0M3ia0 ...

Company Overview - Piedmont Lithium Inc. shares increased by 11.5% to close at $7.49, supported by high trading volume, compared to a 9.6% gain over the past four weeks [1] - The rise in Piedmont Lithium's stock is attributed to an increase in lithium prices, which have improved by 7.4% in the last month despite a year-over-year decline of 24.9% [1] Earnings Expectations - The company is projected to report a quarterly loss of $0.38 per share, reflecting a year-over-year change of +44.9%, with expected revenues of $11.3 million, down 14.6% from the previous year [2] - The consensus EPS estimate for Piedmont Lithium has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Industry Context - Piedmont Lithium is part of the Zacks Mining - Miscellaneous industry, which includes other companies like Denison Mine, that finished the last trading session 0.5% higher at $1.87 [4] - Denison Mine's consensus EPS estimate has also remained unchanged at -$0.02, representing a 100% decline from the previous year [5]

Core Viewpoint - Albemarle Corp. is a leading global player in lithium, bromine, and catalysts, with a focus on vertically integrated lithium operations. The company's stock has experienced a significant decline of over 80% from its all-time high (ATH) since a multi-year selloff began in 2022, primarily due to depressed lithium prices [1]. Company Overview - Albemarle Corp. specializes in lithium, bromine, and catalysts, positioning itself as a global leader in these sectors [1]. - The company has vertically integrated lithium operations, which may provide a competitive advantage in the market [1]. Market Performance - The stock of Albemarle Corp. has seen a decline of more than 80% from its ATH, indicating a challenging market environment [1]. - The selloff that began in 2022 has been attributed to falling lithium prices, which have impacted the company's stock performance [1].

Core Points - Eramet held its Ordinary and Extraordinary General Meeting on May 26, 2025, in Paris, where Paulo Castellari was appointed as the new Chief Executive Officer [2][3][6] - Christel Bories was renewed as Chair of the Board for another four years, receiving appreciation for her eight years of service as Chair and CEO [3][6] - The Board of Directors now consists of 18 members, including 7 independent members and 7 women, representing 44% of the Board [4] - Shareholders approved a dividend of €1.50 per share for the 2024 fiscal year, with the ex-dividend date set for June 2, 2025, and payment starting from June 4, 2025 [4][6] - Upcoming financial disclosures include the publication of 2025 half-year results on July 30, 2025, and third-quarter turnover on October 30, 2025 [5] Company Overview - Eramet focuses on transforming Earth's mineral resources to provide sustainable solutions for industrial growth and energy transition challenges [5][8] - The company aims to be a reference for the responsible transformation of mineral resources, contributing to sustainable infrastructure and efficient technologies [9]