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🆕 Dezembro inicia na China 🇨🇳 com sentimento apático meio às incertezas da Geopolítica. 📌 2 de Dezembro, Hoje na China 🇨🇳 , vimos todos os #Futures em queda, exceto #LC2510 que desempenha um papel de crença de que preços deprimidos podem reagir em 2026/2027. 💡 #Future apático registra queda gradual #Future de Curto Prazo, que ainda precifica as incertezas na Geopolitica que pode mexer com a demanda de eletrificação global. ⏳ Demanda de curto prazo por #NEV melhora no mês de novembro, que deve manter performence em dezembro, reduzindo o inventário de materiais ternários catódicos para baterias e impondo política de reposição de estoque que pode pressionar preços #spot #Lithium Carbonate 99,5% Grade battery rumo a trajetória levemente ascedente, com movimento de ida e vinda. 🔔#Lithium Carbonate 99,5% Grade battery fecha o primeiro dia de dezembro em alta de CNY 200,00 e é negociado a CNY 78.400,00. 🏷️ Australia 🇦🇺 Spodumene Concentrate 6% registra queda (US$ 10,00) e pela primeira vez é negociado com valor abaixo do Brasil 🇧🇷 Spodumene Concentrate 6%, que cai US$ 5,00 e fecha a US$ 850,00.

📌 Just two decades ago, China 🇨🇳 had little capacity to make cars, and owning one was considered novel. Today, China produces and exports more cars than any other country in the world. 🚘 President-elect Donald J. Trump has promised to impose new tariffs on 🇨🇳 China. Many countries, including the United States, already levy extra tariffs on China’s electric vehicles. But with all of the advantages China wields in automaking, this pushback is unlikely to undercut China’s dominance. 🌏 China’s home market for car sales is the world’s largest — almost as big as the American 🇱🇷 and European 🇪🇺 markets combined. 💡 As China’s domestic market grew, so did its production capacity, propelled by massive government investment and world-beating advances in automation. Yet in recent years, the pace of sales has fallen behind as consumer spending slows in China’s economic downturn. The result is that China 🇨🇳 today has the capacity to make nearly twice as many cars as its consumers need. (...) ✨️ The countries’ tariffs come in different forms. The U.S. government levied a flat tax. The European Union calculated a rate for each automaker based on the estimated subsidies the company has received from Chinese government agencies and state-controlled banks. India🇮🇳 and Brazil 🇧🇷 are also aiming to protect their local industries. 🏷But tariffs may not fully offset Chinese carmakers’ competitive lead. Chinese companies offer cars with similar quality to their global rivals and at lower cost. Analysts at the bank UBS calculate that cars made by BYD cost 30 percent less to assemble than similar cars made by Western companies. Some of the biggest savings for Chinese companies are on batteries. China 🇨🇳 controls practically the entire supply chain for making electric car batteries. Read More:👉 https://lnkd.in/dtDWxKCm

📌 Galp cancels plans for Aurora Lithium Refinery in 🇵🇹 Portugal. 🏷 Portuguese 🇵🇹 energy company Galp has officially canceled its €1 billion Aurora lithium refinery project in Setúbal, citing a lack of funding and the inability to secure a new international partner. The refinery was poised to process 35,000 tonnes of battery-grade lithium hydroxide annually after 2026. 🎗 The decision follows the withdrawal of Galp's original partner, Swedish battery manufacturer Northvolt, from their 50-50 joint venture earlier this year due to financial challenges. Northvolt recently filed for Chapter 11 bankruptcy protection in the U.S., struggling with funding shortfalls despite discussions with Volkswagen Group and Goldman Sachs. ⚡️Galp’s CEO, Filipe Silva, had previously expressed caution, indicating the company would only proceed with "adequate return" guarantees. While Galp ’s refinery plans have faltered, its strategic investment in the Mina do Barroso lithium project with Savannah Resources PLC remains active, keeping its presence in Portugal's lithium exploration sector alive.

📌 Western Australia will offer A$150m support for the lithium industry 💡The Western Australian 🇦🇺 (WA) government announced an A$150 million rescue package to sustain the state’s lithium sector. ⚡️ The #Lithium Industry Support Program, unveiled by Premier Roger Cook, includes an A$50 million interest-free loan facility for miners. Companies must repay loans starting after the interest-free period, either when lithium spodumene prices exceed US$1,100 per tonne for two consecutive quarters or by June 2026. 🏷 Through the Lithium Industry Support Program, Government Trading Enterprises (GTEs) including Development WA, Synergy and Water Corporation will temporarily waive government fees to support the continuation of downstream processing of lithium, for up to 2 years, to a total value of A$90 million. To support lithium miners in the ramp-up phase of their project, such as Liontown Resources Limited and Covalent Lithium Pty Ltd, port charges and mining tenement fees will be waived for up to 24 months, to the value of A$9.37 million. ✨️ #Lithium prices have fallen below $800 in 2024—below the breakeven point for most Australian producers. This has led to mine closures, including Mineral Resources Limited’ Bald Hill mine, which resulted in 300 job losses. Other miners, including Liontown Resources Limited and Pilbara Minerals Limited, have reduced or paused operations. 🎗 The government said WA’s lithium sector supplies nearly 50% of the world’s lithium and generated A$8.4 billion in sales and A$710 million in royalties last financial year. Premier Cook emphasized the temporary nature of the support rather than a "bailout" measure, highlighting its role in ensuring the industry remains globally competitive while protecting more than 11,000 WA jobs.

💡 Em Meio a incerteza e preços deprimidos, #Future na Guangzhou Futures Exchange tem semana de alta volatilidade. 🔔 #Lithium Carbonate 99,5% Battery Grade que arrastou #Spot Price para baixo; Spodumene Concentrate 6% Brasil fecha a semana a US$ 855,00 e derruba Spodumene Concentrate 6% Zimbabwe 🇿🇼. 🩸 Esse valor SpodConc6% refletiria um preço com mercado em liquidez para LC 99,5% GB de US$ 10.687,00, exercendo pressão para baixo na próxima semana. 🔖 #Lithium Carbonate 99,5% Battery Grade fechou a semana a CNY 78.200,00 (US$10.785,31)

🔴 É o que temos na China 🇨🇳 hoje, após fechamento da Guangzhou Futures Exchange. 💡 Último dia da semana registra aumento em todos #Futures 🧣 #Spot Price pressionado vê o #Lithium Carbonate 99,5% Battery Grade estável a CNY 78.200,00 (US$ 10.785,31). 🏷️ #SpodConc Australia 🇦🇺 and SpodConc Brasil 🇧🇷 seguem estáveis US$ 855,00. 🔔 #LC2510 sobe hoje, apos uma semana de queda acentuada de queda e é liquidado CNY 82.450,00 (US$ 11.371,00). Ative para ver a imagem maior.

🔴 É o que temos na China 🇨🇳 hoje, após fechamento da Guangzhou Futures Exchange. 💡 Último dia da semana registra queda em todos #Futures 🧣 #Spot Price pressionado vê o #Lithium Carbonate 99,5% Battery Grade cair mais uma vez e fecha a CNY 78.200,00 (US$ 10.798,97), após recuo de CNY 400,00 (US$ 55,17). 🏷️#SpodConc Australia 🇦🇺 6% cai um pouco mais e é negociado com mesmo preço do SpodConc Brasil 🇧🇷: US$ 855,00. 🔔#LC2510 cai mais vez, fechando em uma semana acentuada de queda e aproximando do preço de fechamento do dia do lançamento, 22 de outubro, quando foi liquidado a CNY 81.100,00 🛣️ Mercado absorve incertezas na Geopolítica.

Ana Cabral, da Sigma Lithium Corp. (Nasdaq:SGML), mantém confiança em lítio ‘verde’ apesar de queda dos preços Em entrevista à Bloomberg News, ex-banqueira que se tornou CEO do setor de mineração diz que continuará com os planos que incluem até triplicar a produção. Leia mais: 👉 https://lnkd.in/dT7VST5X

Lithium Ionic Corp. (TSX: LTH | OTCQX: LTHCF) secures US$266 million LOI from Export-Import Bank of the United States (EXIM), representing 100% of Bandeira Lithium 🇧🇷 Project CAPEX. Read the news here: 👉 bit.ly/3V5VeTR

📌 Exclusive | Hong Kong can unlock Zimbabwe’s 🇿🇼 mining potential as an investment platform, envoy says 💡 Consul General Ellias Mutamba adds his main task is raising awareness of his country, while playing down concerns about instability ⚡️This story is part of a series of interviews with consuls general of emerging and belt and road economies with which Hong Kong 🇨🇳 is keen to build ties. The previous ones are here. ✨️ Zimbabwe’s top diplomat in Hong Kong is seeking an agreement between InvestHK and his country’s own investment body as he looks to tap the city’s financial resources to further develop the African nation’s mining sector. 🛎 In an exclusive interview with the Post, Consul General Ellias Mutamba said he had been pursuing more business and student exchanges in Hong Kong as he felt there was a lack of knowledge about Zimbabwe in the city. 🏷 Mutamba also played down concerns about instability in his country, emphasising efforts by the Zimbabwe government to combat corruption. ⏳️ The career diplomat, on his first stint in Asia, also said he enjoyed a “cordial” relationship with Hong Kong officials since he was posted to the city in 2022. ✨️ That relationship was built on Zimbabwe’s strong bilateral relations with China dating back to his country’s independence in 1980, Mutamba said. ⚜️ In September, Chinese President Xi Jinping called for the creation of a “five-star ironclad” cooperation framework with Zimbabwe President Emmerson Mnangagwa during the Forum on China-Africa Cooperation. 🎫 Mutamba said that this year he met both Chief Executive John Lee and Cui Jianchun, commissioner for the Ministry of Foreign Affairs in Hong Kong, and they all agreed to “continue strengthening the direct relationship” between Zimbabwe and the city. 🧩 While Lee’s push to expand Hong Kong’s economic partners has included trips to Southeast Asia, the Middle East, and most recently Latin America, he has yet to visit Africa. 🏆 Mutamba encouraged the city to partner with African countries, highlighting the continent’s “vast investment opportunities,” as well as abundant resources and young population. 🧧 Citing Hong Kong’s role as a “superconnector,” Mutamba said the city could serve as a “platform” to draw investment and “value-addition” into Zimbabwean industries such as mining, energy, and agriculture. 🧨 “We have got the natural resources, and Hong Kong has the financing,” Mutamba said. ♦️ Mutamba said he had been working to facilitate negotiations for an agreement between InvestHK, Hong Kong’s investment promotion agency, and the Zimbabwe Investment and Development Agency. 🎊 Establishing an agreement between the two investment bodies would provide investors with “protection” and “confidence,” he said. (...) Read More:👉https://lnkd.in/een7J87z