Observing the global battery industry from within the world's #1 lithium producing region.
Joined January 2019
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Lithium News retweeted
The projected fourfold growth of the global EV fleet to 250 million vehicles by 2030 underpins a significant long-term demand forecast for critical materials. This includes the HPA & rare earth elements essential for advanced batteries & motors.
iea.org/reports/global-ev-ou…
Lithium News retweeted
Guest post: How solar panels and batteries can now run ‘close to 24/365’ in some cities | @CleanPowerDave @kostantsa
Read here: buff.ly/BfJzdxF
ALT Chart – Near-constant solar power is possible in many cities for around $100/MWh: Share of the time when a 6GW solar plus 17GWh storage system would deliver 1GW of power across 12 cities, %, based on average weather conditions over 2005-23. Source: Ember.
Lithium News retweeted
Lithium iron phosphate batteries, which are cheaper than their main nickel-based competitors, are gaining momentum
This is underpinning the efforts of manufacturers to lower EV production costs & prices for consumers ➡️ iea.li/45LnyBk
Lithium News retweeted
This is Africa. Mali 🇲🇱
"Regulatory hurdles" have left Kodal Minerals $KOD unable to export more than 20,000 metric tonnes of #lithium concentrate out of Mali.
It will be interesting to see what happens to Ganfeng's lithium asset in Mali, Goulamina and whether they are facing the same issues.
reuters.com/world/africa/kod…
Lithium News retweeted
"Twenty years ago, the main problem with renewables was that they were so expensive. Now, renewables are cheap, but we need to be able to match that supply to demand. For that, battery storage is clearly one of the best tools in the box.”
More in @Bloomberg piece with my quotes.
Lithium News retweeted
Impressive size and cost. BESS coupled with solar is the chosen route forward. China is scaling BESS battery capacity ahead of forecasts.
China’s Huadian announces winners in 6 GWh BESS tender with average bid at $65/kWh – pv magazine International pv-magazine.com/2025/03/24/c…
Lithium News retweeted
Australia has just set a new national record for #battery output, but it is just a fraction of what is being seen in north American states like California reneweconomy.com.au/big-batt…
Lithium News retweeted
New German coalition agrees on renewable transition, electricity price cuts, and EV subsidies reneweconomy.com.au/new-germ…
A summer of record renewables, record demand highs and record demand lows, and no blackouts
Source: RenewEconomy
search.app/xbjs
Biggest coal generator has zero appetite for nuclear in a market where grid flexibility is king reneweconomy.com.au/biggest-…
Lithium News retweeted
Batteries aren't just for powering smartphones
In 2016, the energy sector accounted for around 50% of global demand for batteries, about the same share as electronic devices
By 2023, energy's share had risen above 90% - in a market 10 times the size → iea.li/3Qd6zP6
Lithium News retweeted
Solar is quickly outpacing nuclear in China.
(This is in TWh of energy - not capacity - and nuclear would flatline if the vertical axis was percentage of electricity.)
Lithium News retweeted
New overview of @IEA outlooks vs reality from my friend @ChristianOnRE e.o. Nuclear consistently overestimated and solar underestimated.
The supplement gives you an excel with the data to make your own graphs.
1/ New research @UniLUT doi.org/10.1016/j.rser.2025.… analyses the projections of the #IEA’s World Energy Outlook compared to real world developments. Special emphasis is laid on direct and indirect electrification of the energy system reaching high levels of sustainability.
Rio Tinto turns to big batteries to underpin green smelters, as firmed renewables eclipse gas and coal reneweconomy.com.au/rio-tint…
Lithium News retweeted
We are pleased to announce exploration has discovered a new, outcropping, high-grade spodumene-bearing pegmatite within our Sirmac-Clapier Project in the Eeyou Istchee James Bay region of Quebec, Canada.
Significantly the outcrop contains very high grade cesium mineralisation in addition to lithium mineralisation.
Winsome Resources Managing Director Chris Evans said “new discoveries are always exciting at any stage of a company’s development and this is no exception.”
wcsecure.weblink.com.au/pdf/…
Lithium News retweeted
Dec blew out expectations. My 2024 forecast was 186GWh, it was 205GWh! Next year my forecast jumps to nearly 400GWh, BESS (incl. behind-the-meter) will account for a fifth of global #lithium demand, 2x the 10% just two years ago. Deficit incoming faster than analysts think...
Waiting for those things to get up and running is a great way to be left behind while your competitors move ahead at exponential rates.
Data centres looking to meet power needs are emerging as a new dedicated market for small modular reactors
Up to 25 gigawatts of SMR capacity for data centres has been announced
And tech companies' strong credit ratings can facilitate financing 👉 iea.li/40kkbwS
Lithium News retweeted
China built only 3.9 GW of nuclear in 2024
That's only 29% of the 13.5 GW of hydro and 1% of the 370.5 GW of #WindWaterSolar they built.
Since China was the poster child for a nuclear renaissance, these data shows nuclear is useless for addressing climate, pollution, or energy.
People can deny it, but China is implementing our plan. They will ultimately go 100% WWS for all purposes.
web.stanford.edu/group/efmh/…
