Dwayne Sparkes (@sparkes

Dwayne Sparkes

4,689 posts

Dwayne Sparkes

@sparkes_dwayne

Passion for all things science and exploration.

Perf

Joined November 2020

Dwayne Sparkes
@sparkes_dwayne
Jan 5, 2024
A couple of days have passed now and I’ve slowly recovered from reading the GS supply table. Some more ramblings on the current lithium market whilst I sip my morning coffee (managed to get this one down). Following on from my previous post regarding lepidolite production within
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Dwayne Sparkes
@sparkes_dwayne
Jan 3, 2024
No coffee today as I spat it out reading Goldman Sachs' lithium supply table which popped up in my twitter feed. What i find most intriguing about this table is that it states the majority of lithium supply will come from China itself, in particular internal lepidolite and
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Dwayne Sparkes
@sparkes_dwayne
Jul 23, 2022
At the end of December, BHP had $AU18.2B in cash. They generally acquire a project once ever 7 or so years. Recent downturn in the market. It’s time to takeover $LTR. My prediction: $LTR to be taken over by a major within the next 12 months.
Dwayne Sparkes
@sparkes_dwayne
Dec 13, 2024
Haven’t made a post on giving my thoughts on the lithium market in a while because my thoughts really haven't changed that much since the last one. Some new(ish) ideas have appeared over the last several months which add to the doom and gloom of the market. I’ve been tagged in
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Dwayne Sparkes
@sparkes_dwayne
Aug 29, 2023
Ever wondered why some lithium hard rock companies are producing SC6 and others a product containing less lithium (SC5.5, etc.)? Here's why whilst I sip my morning coffee (the crema is amazing today). $PLS - SC5.5 $AKE - SC5.3 $MIN - SC6.0 First, understand that there are
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Dwayne Sparkes
@sparkes_dwayne
Jul 25, 2024
I just got done reading another lithium supply demand prediction and I believe there is a key concept that a lot of analysts are overlooking in their predictions. Given that most of the predictions are estimating a supply surplus of around 75-200kt LCE (1-4%) until 2028/2029,
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Dwayne Sparkes
@sparkes_dwayne
Jan 15, 2024
Interesting announcement by $PLS this morning. $PLS is going to add another 150kt of spodumene concentrate to their existing offtake agreement with Ganfeng, bringing the total to 310kt this year. Here are my thoughts whilst I sip my morning coffee. Why would Ganfeng suddenly
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Dwayne Sparkes
@sparkes_dwayne
Sep 12, 2023
A little bit of information on lithium rock chip sampling and some things to look out for whilst I sip my morning coffee. Be careful when investing in a company off lithium rock chip samples. You probably hear that all the time, but here are the technical reasons behind it.
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Dwayne Sparkes
@sparkes_dwayne
May 10, 2024
I'm still sticking to my guns that we are going to struggle to get enough lithium to support the growth of EVs and batteries. Here's a bit of a different take that i had whilst sipping my morning coffee. I think future lithium discoveries are going to decrease significantly,
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Dwayne Sparkes
@sparkes_dwayne
Jun 13, 2025
Haven't posted in a little while, so some more of my thoughts whilst i sip my morning coffee. You'll notice that as soon as China get the majority control over a particular commodity, the price flat lines. Cobalt, Nickel and Lithium are three perfect examples (price charts
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Dwayne Sparkes
@sparkes_dwayne
Feb 12, 2025
Have been asked for my my take on CATL's Jianxiawo (0.29% grade) coming back online at a reported 3500t of LCE a month so here it is. The only logical reason for bringing this back on is to keep the lithium price suppressed (which CATL have openly stated) and also because they
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Dwayne Sparkes
@sparkes_dwayne
Jul 18, 2025
Goes to show, the balance between a surplus and deficit in the lithium market is tighter than what most initially thought. If a small, 11,000 tonne LCE operation shutting down causes a 4% spike in lithium carbonate price, I'd hate (love) to see what happens when one of these
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Dwayne Sparkes
@sparkes_dwayne
Feb 17, 2025
Haven’t really seen anyone’s take on CATL’s prospectus recently released (they are listing in Hong Kong), so thought I might give my quick thoughts on it! A lot can be gleamed from CATL’s prospectus. Firstly, acknowledgement by the company that the profit margins have
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Dwayne Sparkes
@sparkes_dwayne
Apr 11, 2024
Replying to @sciencegirl
Old concept. Germans did it first many years ago
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