Member Info for Mannhole

Good to know that the Malian government is making sure the spodumene ore is sold at a great price otherwise export is blocked and restricted until they get a good take off agreement.

Of so what's behind the misquotes. Is there a saboteur?

Https://www.miningreview.com/magazine-article/kodal-minerals-bougouni-lithium-project-comes-on-stream/

Good to see people managing their SIPP and investment.

Https://discoveryalert.com.au/news/lithium-market-crisis-2025-prices-analysis/#:~:text=Spodumene%20concentrate%20(6%25)%20prices%20are%20projected%20to%20remain%20under,spot%20prices%20of%20US%24815).

Useful insight into the price of spodumene and factors that effect the market. Interesting point that companies expanding production for 2026 2027 could benefit from prices recovery.

Q & A tomorrow progress will become apparent

Kodal Q&A Monday. Everything in place to start exporting with a Government of Mali export permit being processed. Massive stockpile of Spodumene ready to go. Gold prospects and resource updates coming shortly why would you invest in a failed company that didn't carry out due diligence?

Yet that shareholder only has negative thoughts toward what they chose to invested in. That doesn't add up?

72 million shares in Kodal would certainly give that shareholder a credible company position

Yes absolutely agree 👍. Good to see Kodal are acting so professionally at getting through each step. Export permit should be next with it being issued by the Malian government just before the transport arrives.

The thought of a dividends when Gold is pursued. Special home secure delivery a Bernard gold bar dividend.

Trolls are not listed.

Impressive main shareholders names.Even Steve the project in site main man is well in.

Good luck to Kodal minerals and all shareholders our time is coming

AI Overview

+10

The European Union (EU) considers lithium to be a critical raw material, essential for the green and digital transition, and has identified it as a strategic mineral within its Critical Raw Materials Act (CRMA). The CRMA aims to reduce the EU's reliance on imports by boosting domestic extraction, refining, and recycling of key minerals, including lithium. The EU plans to have European industry extract 10% of key minerals, refine 40%, and recycle 15% by 2030.

Why is lithium considered critical?

Green and Digital Transition:

Lithium is a key component of batteries used in electric vehicles and energy storage systems, crucial for the EU's efforts to reduce greenhouse gas emissions and transition to a digital economy.

Growing Demand:

The EU's demand for lithium is projected to increase significantly in the coming years, driven by the increasing adoption of electric vehicles and other energy storage solutions.

Supply Chain Risks:

The EU currently relies heavily on imports for its lithium needs, particularly from Chile and China, making it vulnerable to supply disruptions and price volatility.

The Critical Raw Materials Act (CRMA) and its goals:

Domestic Extraction and Refining:

The CRMA aims to increase the share of EU-produced lithium and other critical minerals by supporting domestic mining and processing activities.

Recycling:

The EU seeks to enhance recycling infrastructure and technologies to increase the supply of lithium from recycled batteries and other sources.

Supply Chain Resilience:

The CRMA aims to build a more resilient and diversified supply chain for critical raw materials, reducing reliance on a single source.

Examples of CRMA actions:

Strategic Projects:

The CRMA provides special treatment and support for strategic projects related to the extraction, refining, and recycling of critical minerals, including lithium.

Simplified Permitting:

The CRMA aims to streamline the permitting process for mining and processing activities, reducing bureaucratic hurdles.

Investments in R&D:

The EU is investing in research and development to improve the efficiency and sustainability of lithium extraction and processing technologies, as well as recycling methods.

Challenges and Opportunities:

Geopolitical Factors:

The EU faces challenges in ensuring a stable and sustainable supply of lithium due to geopolitical tensions and competition for resources among major players.

Sustainability Concerns:

The extraction of lithium can have environmental and social impacts, and the EU is working to promote sustainable mining and processing practices.

International Cooperation:

The EU is collaborating with other countries, particularly in Latin America, to secure access to critical raw materials and develop sustainable supply chains.

In summary, the EU views lithium as a critical raw material for its green and digital transition, and the CRMA is a key policy tool for ensuring a secure, resilient, and

AI Overview

+4

In 2025, global lithium demand is projected to increase significantly, primarily driven by the growing demand for electric vehicles (EVs) and energy storage systems. While some forecasts suggest a potential supply surplus in 2025, with supply growth potentially outpacing demand, others anticipate a tightening market and a potential supply deficit in the latter part of the decade. The overall outlook for lithium demand in 2025 is positive, with the sector experiencing vibrant transformation driven by green technology demand and evolving regulatory environments.

Here's a more detailed look at the factors influencing lithium demand in 2025:

EV and Energy Storage Demand:

The shift towards electrification and clean energy adoption is fueling a strong increase in demand for lithium-based batteries for EVs and energy storage systems.

Supply Chain Dynamics:

The lithium market is experiencing a period of uncertainty as production cuts and shifting demand patterns reshape the market landscape.

Emerging Markets:

Emerging economies are playing a significant role in driving lithium demand, with their support pushing for new norms in the lithium market.

Technological Advancements:

Advances in extraction technologies, such as Direct Lithium Extraction (DLE), are improving efficiency and reducing environmental impact, contributing to market stabilization.

Geopolitical Tensions:

Trade tensions and geopolitical factors can also impact the lithium supply chain and pricing, adding to the complexity of the market.

Key Points to Consider:

Supply vs. Demand:

While some forecasts suggest a potential surplus in 2025, others anticipate a tightening market and potential supply deficits in the coming years.

Market Instability:

The lithium market is facing challenges due to production cuts, shifting demand patterns, and geopolitical tensions.

Emerging Markets:

Emerging economies are becoming increasingly important in driving lithium demand.

Technological Innovations:

Advancements in extraction and recycling technologies are shaping the future of the lithium market.

Geopolitical Factors:

Trade tensions and geopolitical events can significantly impact the lithium supply chain.

Kodal have done the impossible with the Malian government and Hainan. Such a massive achievement well done Bernard Aylward and his professional managed team.

My personal opinion is that until Kodal sees a revenue stream ie a shipment paid for in the bank. But saying that you could look at the $15 million as the first sale.

Https://x.com/EngageInvestor/status/1918240253178941745?s=19

Https://x.com/KodalMinerals/status/1918221351900401993?s=19