Fund Manager (Arcane Green Metal Fund) & Entrepreneur greenmetalfund.com Solar | Wind | EVs | Batteries | Lithium Tweets are opinions. DYOR Always
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Hoping to keep this run going. Last year the Arcane Green Metal Fund that I manage returned 165.9% net to investors, driven by mostly #silver and #lithium. The resurgence in Lithium this year continues to drive our performance and I still see gold/silver doing well this year.
Legal: The Fund is open to Accredited Investors only.
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Hello friends from Japan! On a family holiday here, but I promised to share this chunk from the Sep letter I wrote to investors of my Fund. "The #Lithium Market has a new bear narrative – and why we think it’s wrong."
greenmetalfund.com/lithiums-…
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Back-of-the-Excel calculation for the EU hybrid impact on #lithium demand.
Prove me wrong, bears!
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Happy to be back again on Rock Stock Channel for #lithium lovers! Shame my video was too choppy and couldn't make it to the podcast, but hope y'all love the content!
Goldman sees a 444Kt lithium surplus in 2028. @usuallyYJLee sees a 204Kt deficit. Nearly 650Kt separate the forecasts.
We challenge assumptions with the Lithium Whisperer: inventory math, electric trucks, mine delays and equity valuations.
Enjoy 👇
(00:00:00) Goldman’s Lithium Surplus Faces Bullish Challenge
(00:07:16) Research And Membership Details
(00:12:18) Are Storage Batteries Really Inventory?
(00:14:58) Why Goldman Underestimates Storage Demand
(00:20:18) AI Power Race Drives Battery Demand
(00:25:51) Electric Trucks Reshape Lithium Demand
(00:33:24) Electric Trucks Undercut Diesel Costs
(00:36:08) Lithium Mine Delays Tighten Supply
(00:40:00) Sodium-Ion Faces Cost And Scale Barriers
(00:44:39) Why Lithium Inventory Counts Mislead
(00:48:53) Lithium Correction Leaves Equities Cheap
(00:54:42) Strongest Signals Of Lithium Tightness
(00:59:51) China's Battery Advantage Complicates US Strategy
(01:04:47) @StandardLithium Update $SLI
(01:11:29) @PowerMetallic Update $PNPN
(01:20:09) @NOAlithium Update $NOAL
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The Chinese are back from holiday, and the signal is clear. Maybe #lithium stocks will stop being silly.
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#Lithium batteries just (for real) passed 500Wh/kg. Exciting! Still low cycle life, but this will improve.
youtube.com/watch?v=1ty1lVZ9…
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BEVs go VROOOM! Well actually they don't, but the chart sure does! #lithium
In September in Germany 🇩🇪, 88,599 new fully electric vehicles were registered. That is a huge +95% compared with the same month last year ⚡📈
It is also the second-best month ever, after December 2022, which was influenced by subsidy changes.
Second image: year-to-date registrations are up 58% so far this year, having crossed 600k vehicles.
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Wow if this momentum continues into 2H (or even accelerates) this would be massive for #lithium
Gas-powered cars are now under 50% of global new-vehicle sales:
First time ever.
Share sits at 49%, down from 73% in 2021, according to Mobility Global Data.
Here in the U.S., we're seeing a slightly different situation, with gas cars regaining some traction after federal incentives went away.
But wild to see a first like that globally.
(Data source: Mobility Global)
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Key takeaways #lithium:
- All 2,000 new EV Trucks delivered by 2027!
- $300m upfront cost to save $800m over 20 years. Prob not even considering lower maintenance costs!
- My key point is: High-use commercial fleets will transition to EV faster than people think. Taxi fleets, urban last-mile, and cross-city long-haul fleets. Not consecutively, but in parallel!
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🤣about right, but you'd need to smack with both hands for #lithium =p
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Hello friends and fellow #lithium, #silver, #gold, #copper investors, I launched the new website of my Fund and will post more content there too. Here's one of the articles. You can also go to the Contact page and sign up for my mailing list! :)
greenmetalfund.com/the-five-…
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YJ Lee, Lithium Whisperer retweeted
In China, "solar-fishing complementary" projects are doing double duty!
Solar panels sit on elevated racks above the water, generating clean electricity!
Down below, fish are raised in the same space!
This is what happens when your country invests in technologies instead of funding wars!
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Watch #lithium powered drones working in a waterfall gorge in China!
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Hello from Guangzhou!! See all the #lithium powered scooters, cars, taxis and buses! And a futuristic 3D screen :)
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Oh FINALLY... #lithium
Look who has landed in Singapore! 👀
Fresh off the plane from the US, we're welcoming Waymo as Singapore's newest autonomous vehicle (#AV) operator, joining ComfortDelGro and Grab. 🚗🛜
#RideTheFuture
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