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Es, 5% lithium oxide (

L

i

2

O

𝐿

𝑖

2

𝑂

) spodumene concentrate can be used to produce lithium for EV batteries, although it is slightly below the traditional industry standard of 6%

L

i

2

O

𝐿

𝑖

2

𝑂

. While 6% is the benchmark for maximum efficiency in roasting and extraction, 5% concentrate is still considered a viable feedstock for producing battery-grade lithium hydroxide or lithium carbonate, especially as lower-grade deposits are increasingly utilized to meet high demand

DMS will not hit 6%

Flotation will get close

What’s the story?

Say aisc is 1000 per ton

Well if we hit the predicted 3000 dollars per ton this year then Even for 5.3% that’s good profit no???

There must know there is a decent resource upgrade to come for stage 2 flotation otherwise they would not be proceeding to talk about offtake up for grabs

📍𝘜𝘉𝘚 𝘎𝘳𝘰𝘶𝘱 𝘩𝘢𝘴 𝘴𝘪𝘨𝘯𝘪𝘧𝘪𝘤𝘢𝘯𝘵𝘭𝘺 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦𝘥 𝘪𝘵𝘴 𝘧𝘰𝘳𝘦𝘤𝘢𝘴𝘵 𝘧𝘰𝘳 𝘭𝘪𝘵𝘩𝘪𝘶𝘮 𝘤𝘰𝘯𝘤𝘦𝘯𝘵𝘳𝘢𝘵𝘦 𝘱𝘳𝘪𝘤𝘦𝘴 𝘣𝘺 74% 𝘵𝘰 𝘜𝘚𝘋 3,131 𝘱𝘦𝘳 𝘵𝘰𝘯 𝘧𝘰𝘳 2026, 𝘸𝘩𝘪𝘭𝘦 𝘵𝘩𝘦 𝘱𝘳𝘪𝘤𝘦 𝘰𝘧 𝘭𝘪𝘵𝘩𝘪𝘶𝘮 𝘤𝘢𝘳𝘣𝘰𝘯𝘢𝘵𝘦 𝘩𝘢𝘴 𝘣𝘦𝘦𝘯 𝘢𝘥𝘫𝘶𝘴𝘵𝘦𝘥 𝘵𝘰 𝘜𝘚𝘋 26,000 𝘱𝘦𝘳 𝘵𝘰𝘯. 𝘛𝘩𝘪𝘴 𝘢𝘥𝘫𝘶𝘴𝘵𝘮𝘦𝘯𝘵 𝘪𝘴 𝘣𝘢𝘴𝘦𝘥 𝘰𝘯 𝘦𝘭𝘦𝘤𝘵𝘳𝘪𝘤 𝘷𝘦𝘩𝘪𝘤𝘭𝘦𝘴 𝘢𝘤𝘩𝘪𝘦𝘷𝘪𝘯𝘨 '𝘵𝘳𝘪𝘱𝘭𝘦 𝘱𝘢𝘳𝘪𝘵𝘺' 𝘢𝘯𝘥 𝘢 𝘴𝘶𝘳𝘨𝘦 𝘪𝘯 𝘦𝘯𝘦𝘳𝘨𝘺 𝘴𝘵𝘰𝘳𝘢𝘨𝘦 𝘥𝘦𝘮𝘢𝘯𝘥, 𝘸𝘪𝘵𝘩 𝘦𝘹𝘱𝘦𝘤𝘵𝘢𝘵𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘨𝘭𝘰𝘣𝘢𝘭 𝘥𝘦𝘮𝘢𝘯𝘥 𝘸𝘪𝘭𝘭 𝘥𝘰𝘶𝘣𝘭𝘦 𝘵𝘰 3.4 𝘮𝘪𝘭𝘭𝘪𝘰𝘯 𝘵𝘰𝘯𝘴 𝘣𝘺 2030. 𝘜𝘉𝘚 𝘣𝘦𝘭𝘪𝘦𝘷𝘦𝘴 𝘵𝘩𝘢𝘵 𝘵𝘩𝘦 𝘮𝘢𝘳𝘬𝘦𝘵 𝘩𝘢𝘴 𝘦𝘯𝘵𝘦𝘳𝘦𝘥 𝘵𝘩𝘦 𝘵𝘩𝘪𝘳𝘥 𝘴𝘶𝘱𝘦𝘳𝘤𝘺𝘤𝘭𝘦 𝘧𝘰𝘳 𝘭𝘪𝘵𝘩𝘪𝘶𝘮 𝘱𝘳𝘪𝘤𝘦𝘴, 𝘸𝘪𝘵𝘩 𝘱𝘦𝘳𝘴𝘪𝘴𝘵𝘦𝘯𝘵 𝘴𝘶𝘱𝘱𝘭𝘺-𝘥𝘦𝘮𝘢𝘯𝘥 𝘨𝘢𝘱𝘴 𝘴𝘦𝘵 𝘵𝘰 𝘴𝘶𝘱𝘱𝘰𝘳𝘵 𝘱𝘳𝘪𝘤𝘦𝘴 𝘴𝘪𝘨𝘯𝘪𝘧𝘪𝘤𝘢𝘯𝘵𝘭𝘺 𝘢𝘣𝘰𝘷𝘦 𝘮𝘢𝘳𝘬𝘦𝘵 𝘤𝘰𝘯𝘴𝘦𝘯𝘴𝘶𝘴.

#Lithium Minerals Update 16-Feb 🔋

*NO CHANGE = CNY Holiday — Next update 24-Feb*

>Carbonate 99.5% RMB/t

GFEX Futures 152.64k

SMM Spot 143.75k

Stop being lazy and find out yourself

That’s regarding lithium futures

As of today, 02/13/26, the #lithium carbonate spot price (in dollars) has risen for the fifth straight day in the Chinese market. Along with some futures volatility, strong contangos, and most price spreads remaining positive, we appear to be approaching a new bottom. Increased African SC6% prices are another sign of that

As of today, 02/11/26, except for both seaborne #lithium chemical prices, which remained unchanged, all other Li chemical & ore, both spot & futures, rose in the Chinese market. Market sentiment, as reflected by increased contangos with both average and m-t Li2CO3, as well as fundamentals, indicated by most price spreads, were positive, further driving up the price rebound

Do they have to or will Kodal RNS every shipment?

Surely not but maybe good for a bit of interest to begin with

Expect another Lithium Spod rise tomorrow

#LITHIUM Futures *CLOSE STRONG* +9.2% 🚀

🔍 >150k first time since 29-Jan ✅

🔍 Solid candle, but LOW volume... CNY holidays!?

It was above 0.60 the other week so possibly not

It’s Mali

As expected, today the #lithium carbonate spot price continued its rebound for the second straight day in the Chinese market. Meanwhile, at midday, all relevant futures were in the green

what is going on with this resource upgrade

it still ****es me off it was on a presentation slide saying june 2 years ago

really

misleading

Futures slightly up today after 9 days of decline

Expect a Spod rise tomorrow

Must be related to Mali buying Suay chin out

Hmmm

A old skool tree shake that!