Member Info for jimb2

Https://vanguardia.com.mx/noticias/litio-en-mexico-sheinbaum-dice-que-ya-hay-tecnologia-pero-el-costo-frena-su-extraccion-PK19023873?utm_source=chatgpt.com

Lithium in Mexico: Sheinbaum says the technology already exists, but the cost is hindering its extraction

In the same context, he mentioned that in a scenario where globalization “has been called into question” by President Donald Trump’s tariffs and a more protectionist vision , critical materials and rare earths are gaining importance in supply chains.

Given this context, the president focused on evaluating the costs of lithium extraction in Mexico , while also linking it to international interest in minerals considered strategic.

I wonder if she will follow Carney?

Https://youtu.be/unXdEmgfu4w?si=KVhvlxzMrSpIHm

Https://youtu.be/tePfQejN-l8?si=yxyQcP-EBLR68jxX

I would say positive for Brazil

Two names from the past!

https://www.asianmetal.com/Executive-Interviews/Cameroon's-bauxite-industry-to-flourish-Interview-with-Peter-Secker-CEO-Camalco-SA.shtml

Canada have removed the high tariffs on Chinese EV's and it looks like Chinese factories for Canada:

https://youtu.be/BuJ2n5UQse0?si=dT8BLfaSG1zgi7K6&t=655

Wrong thread:

Worth taking a look:

https://electrek.co/2026/01/14/batter-about-change-world-or-make-this-guy-fool/

From the beginning:

https://youtu.be/RbGxbII44eE?si=Mpn2tLSA9YUWfVnG

Worth taking a look:

https://electrek.co/2026/01/14/batter-about-change-world-or-make-this-guy-fool/

or

https://youtu.be/RbGxbII44eE?si=eSFZCd__JRpjDWSV

For the first time, I haven't watched a KM interview - no Donuts, tea and biscuits - just don't see the need after @Bannor's comment:

"... gotta say, despite previous commentary, I was impressed & things really seem to have turned a corner, thumbs up from me for a clear & knowledgeable delivery of where we are"

It's harder to believe than--D_n_t's

Well, as was obviously going to happen more are looking deeper into this and becoming less sceptical - I do like the 'Electrek’s Take'

https://electrek.co/2026/01/14/batter-about-change-world-or-make-this-guy-fool/

So no link then:

172,284 views 22 hours ago LAS VEGAS CONVENTION CENTER

Miss GoElectric

Very well researched, addressed congress at the Capitol 5 years ago

@Scaffman, if you could, you would be justified thinking it's a scam!

@HappyLiUK,

I could post some good links that I found that have intrigued me, but you know not many on here want to hear anything that challenges what they have concluded without researching.

If I get 20 recs I will post later, although it's on YT, a very well spoken blonde young lady has done really good research on the company,

I'm not an evangelist for Donut so I'm not bothered on the response to this.

It might already have been posted 119k views in 15 hours

Donut solid state battery, 98% of the internet world thinks it's a scam -- I'm with the 2% that thinks otherwise, so I'll leave it until April 1st to be hung drawn and quartered by the BB police.

They have money, no sting coming if I'm right.

Interesting investment by Rio Tinto considering their lithium investments over the last few years:

https://graphenemg.com/gmg-unveils-graphene-aluminium-ion-battery-that-fully-charges-in-6-minutes/

Arcadium Lithium Acquisition 2024/25 $6.7 billion Completed Mar 2025

Rincon Project (Argentina) 2021/24 $3.325 billion Under Construction

Jadar Project (Serbia) 2021 $2.4 billion Committed (Permitting)

Exploration & Partnerships Various $100M+ (Est.) Active

TOTAL ESTIMATED ~$12.5+ billion

“While Mexico debates state control of lithium, the global automotive industry is already securing supply contracts elsewhere, leaving the country out of the investment race for batteries and electric vehicles,” said Armando Alatorre, Vice President, CIMMGM.

Mexico’s mining regulations exacerbate the situation. While the government promotes lithium as a strategic project, it maintains restrictions on open-pit mining, an essential method for its extraction. “Lithium cannot be mined underground; it must be open-pit. On one hand, it is presented as a mineral that could lift the country out of poverty; on the other, the method required to extract it is prohibited. This reflects technical misunderstanding,” Del Pozo said.

Another significant challenge is investment. For the third consecutive year, LitioMx will receive a budget covering only operating expenses, including salaries and administrative costs, preventing the company from advancing projects that could boost national lithium production.

https://mexicobusiness.news/mining/news/limited-funding-regulations-leave-mexico-behind-lithium-race?utm_source=chatgpt.com

It's go to be hurting!

Again for those interested, this is the guy behind Donut Lab,

two moths ago he spelled out the plan, bold ambitions very bold claims and obviously subject to a great deal of scepticism:

https://www.youtube.com/watch?v=VWkwzmhrAjk

Watched that channel for a long time, and the best I remember is about the 9's

I also keep an eye on Asianmetals, a sea of green for lithium, I'm pretty much well clued up

Amprius specs highlight high-energy silicon anode batteries for demanding applications like drones, featuring exceptional energy densities (e.g., 400-500 Wh/kg for SiMax) and fast charging (0-100% in ~6 mins)

And the CES Innovation award:

https://www.youtube.com/watch?v=wuAUxQpIAfU

Happy days for lithium.

Regardless of what technology wins as long as we get one that stops big oil - that's my ultimate preferred outcome.