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Energy Transition Investor
2,327 posts
Energy Transition Investor
@usuallyYJLee
Fund Manager (Arcane Capital) and Entrepreneur.
Interested in Solar, Wind, Lithium.
Tweets are opinions. DYOR. Always.
Joined April 2020
- The long-awaited #lithium supply response is finally here. Still think that most forecasters are WAY underestimating demand. Still think that 2026 = deficit year. Let's rock ;)
- Our #lithium lepidolite research, as promised @sparkes_dwayne. China produced ~97kt LCE from 12 lepidolite mines in 2023. Of these, half are unprofitable at current prices. Company names shown below. Sources: company-official accounts, Chinese media, etc.
- For all those who say, "#Renewables make #electricity more expensive!"... sorry but you've been fooled by the #oilandgas industry. #Solar is so abundant these days that it's easier to give it out for free. Until of course they install #lithium #Batteries to store it all up. But
- This is mind-boggling. How does 45kWh of #lithium batteries enable 215 nautical miles with a full load? That's as much range as a car on that battery size!! 215nm = 398km "...significant cost savings compared to other aircraft. Average energy costs for the Alia CTOL come in at
- You heard it here first from Arcane Capital before @TheEconomist ! The #BESS story is going mainstream now. @BainandCompany forecasts the market going from $15bn in 2023 to $200-700bn in 2030 ie up 13-47x. And that's not even accounting for the falling battery prices, i.e.
- For all those who say, "#Renewables make #electricity more expensive!"... sorry but you've been fooled by the #oilandgas industry. #Solar is so abundant these days that it's easier to give it out for free. Until of course they install #lithium #Batteries to store it all up. But
- This Raging Lithium Bull, as Howard @LithiumIonBull names me😉, maintains that 2026 = #lithium Deficit year. Key reason is the underestimated DEMAND. 2030 = 4.6Mt demand in my model. The main futures LC2509 on GFEX just jumped 7.8% this morning. Fun times are here!
- Lucky timing. End-June I was at the #Fastmarkets Las Vegas #Lithium Conference, presenting our "Raging Bull in the China Shop" story. That turned out to be the bottom of the cycle! Key point: Lithium DEMAND from #BESS, #EV, #ElectricTrucks will be FAR higher than consensus
