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E3 Lithium Enters Into Agreement to Sell Non-Core Saskatchewan Assets
Businesswire· 2025-09-30 07:15
CALGARY, Alberta--(BUSINESS WIRE)--E3 LITHIUM LTD. (TSXV: ETL) (FSE: OW3) (OTCQX: EEMMF), "E3 Lithium†or the "Company,†a leader in Canadian lithium has entered into an Asset Purchase and Sale Agreement (the "Agreement†) with an arm's length private company (the "Purchaser†), to sell the Company's non-core, Saskatchewan based, Estevan Lithium District assets (the "Estevan Assets†) for a total cash consideration of US$4.296 million (C$6.0 million at current USD/CAD exchange rates) (the "Transac. ...
American Salars Completes Acquisition of Hardrock LCT Pegmatite Property
Thenewswire· 2025-09-30 07:01
VANCOUVER, BC – TheNewswire - SEPTEMBER 30, 2025 – AMERICAN SALARS LITHIUM INC. ("AMERICAN SALARS" OR THE "COMPANY") (CSE: USLI, OTC: USLIF, FWB: Z3P, WKN: A3E2NY) announces that pursuant the to a share purchase agreement (“144 Agreement”) dated for reference February 17, 2025, announced February 18, 2025, it has completed the acquisition of 100% of the issued and outstanding common shares of 1447377 BC Ltd. (“1447377”), a private BC company that owns a 100% interest in the Hardrock LCT Pegmatite Property ...
Trump's Battery Push Sends Lithium ETFs To 52-Week Highs — But Is It Sustainable?
Benzinga· 2025-09-29 16:48
Lithium-themed ETFs touched 52-week highs last week, prompting questions on if the rally is driven more by political tailwinds than commodity fundamentals.LIT is approaching key resistance levels. See the full breakdown here.On Friday, Sept. 26, the Themes Lithium & Battery Metal Miners ETF (BATS: LIMI), Sprott Lithium Miners ETF (NASDAQ: LITP), ProShares S&P Global Core Battery Metals ETF (NYSE: ION), and the flagship Global X Lithium & Battery Tech ETF (NYSE: LIT) all reached new yearly highs. This came a ...
Lithium Ionic Closes First Tranche of Oversubscribed $15M Non-brokered Private Placement
Globenewswire· 2025-09-29 11:00
THIS NEWS RELEASE IS INTENDED FOR DISTRIBUTION IN CANADA ONLY AND IS NOT AUTHORIZED FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES. TORONTO, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Lithium Ionic Corp. (TSXV: LTH; OTCQB: LTHCF; FSE: H3N) (“Lithium Ionic” or the “Company”) reports that is has closed the first tranche of its previously announced non-brokered private placement financing of 18,350,141 units (the “Units”) at $0.70 per Unit for gross proceeds of $12,845,09 ...
Lithium Regains Buzz Despite Lukewarm Short-Term Prospects - Amplify Lithium & Battery Technology ETF (ARCA:BATT), ACME Lithium Inc (OTC:ACLHF)
Benzinga· 2025-09-29 10:51
The lithium market has regained interest after the Trump administration confirmed it is weighing a stake in Lithium Americas (NYSE: LAC). While gold advances toward its second-best year on record, lithium, “the white gold,” has been mostly out of the spotlight.Still, Lithium Americas has nearly doubled, opening at $3.24 per share on Monday, climbing as high as $7.72 intraday on Thursday, and ending last week at $6.32. Reports suggest Washington could seek up to a 10% equity stake in exchange for adjusting c ...
A Good Week For Lithium Americas Stock. What's Next?
Forbes· 2025-09-29 09:50
股价表现与政府支持 - 锂美洲公司股价在周四上涨约20% 周二曾暴涨近90% 主要受到特朗普政府考虑收购公司至多10%股权的消息推动 [2] - 美国政府将公司视为确保国内关键电池金属资源战略的重要组成部分 与对英特尔和MP Materials等关键企业的政府投资趋势一致 [2] - 公司被认定为美国清洁能源转型过程中的关键参与者 [2] 核心项目与产能规划 - 公司核心资产为位于内华达州的Thacker Pass锂矿项目 这是北美最大的锂资源储备之一 [2][3] - 项目已获得全部监管批准 建设正在进行中 第一阶段生产预计2026年开始 2027年实现全面生产 [4] - 项目投产后每年可供应足够生产80万辆电动汽车电池的锂材料 [4] - 除Thacker Pass外 公司还共同拥有阿根廷Cauchari-Olaroz项目 两个项目年产能合计达10万吨碳酸锂当量 [5] 技术优势与合作伙伴 - 公司采用先进的直接锂提取技术 锂回收率高达85% 同时减少90%的用水量 [6] - 已获得通用汽车6.25亿美元的战略投资用于Thacker Pass项目开发 [7] - 美国能源部提供了22.6亿美元的贷款支持项目发展 [7] 市场地位与战略意义 - 公司锂资源储备规模在北美和南美均属最大级别 [5] - Thacker Pass项目将提供国内锂资源 减少对国外供应商特别是中国的依赖 中国目前主导全球锂加工市场 [3] - 项目所在地内华达州具备完善的基础设施和可靠的监管环境 [4]
2 More Stocks Riding a Trillion-Dollar Government Spending Spree
Investor Place· 2025-09-28 16:00
Tom Yeung here with your Sunday Digest. In 2008, Citigroup Inc. (C) was in trouble.  The bank had poured billions into mortgage-backed securities, and these complex instruments were now blowing up in their faces. The firm even became the poster child of foolish Wall Street risk-taking after its CEO, Chuck Prince, tried to defend his bank’s actions by quipping, “as long as the music is playing, you’ve got to get up and dance. We’re still dancing.”  The U.S. government knew the bank had danced its way into di ...
锂行业:宁德时代停产时间短于此前预期?-Lithium_ Shorter CATL outage than previously expected_
2025-09-28 14:57
行业与公司 * 纪要涉及的行业为锂行业 包括锂矿开采和锂化学品生产[1] * 核心公司包括中国的宁德时代 CATL 及其Jianxiawo矿 占全球供应约5%[2] 以及力拓 Rio Tinto 西格玛锂业 Sigma Lithium 中矿资源 Sinomine 华友钴业 Huayou Cobalt 和紫金矿业 Zijin Mining 等全球主要锂供应商[3] 核心观点与论据:供应与价格展望 * 基于实地调研反馈 公司下调了锂价格预测 原因是预期的中国供应中断严重程度低于此前预期[1][2] * 锂辉石 6% Li2O 价格预测在2025-26年间下调7-12% 锂碳酸盐和氢氧化锂价格预测下调4-10%[1][5] * 具体价格调整包括 2025年锂辉石价格从896美元/吨下调至835美元/吨 -7% 2026年从1250美元/吨下调至1100美元/吨 -12%[8] * 2025年电池级碳酸锂价格从9838美元/吨下调至9361美元/吨 -5% 2026年从12250美元/吨下调至11000美元/吨 -10%[8] * 尽管下调近端价格 但预计2026年锂价格将实现17-32%的环比增长[1] * 中国宜春的八个锂云母矿需重新进行锂矿认证和许可流程 但CATL的Jianxiawo矿的许可更新和重启可能被加快 仅需约3-4个月 而非此前预期的6-12个月 该矿可能在2025年底或2026年3月两会后上线[2] * 另外七个锂云母矿 约占全球锂供应的6% 在申请过程中可能无需暂停生产[2] * 中国以外供应调整 力拓的Galaxy James Bay 项目推迟至2030年 西格玛锂业的Groto do Cirilo项目2025年产量从6万吨下调至4万吨 LCE 反映当前爬坡进度[3] * 津巴布韦的高成本锂辉石供应 来自中矿资源和华友钴业 可能增加全球1-3%的锂供应 紫金矿业的项目可能贡献2-3%的全球供应[3] * 供应中断风险减弱使得2026年市场比此前预期的更远离短缺状态 但预计市场在2028年将达到平衡或略有短缺[18] 核心观点与论据:需求与库存 * 全球电动汽车需求保持强劲 7月全球EV销量同比增长22% 其中中国市场增长23% 中国EV制造商占据全球约64%的市场份额[4] * 北美EV市场7月同比增长15% 终于从收缩中修正 欧洲EV销售近期加速 7月同比增长48% 亚太 ex-中国 地区销售同样加速 同比增长57%[4] * 电池储能系统 BESS 需求信号强劲 总项目管道容量年化增长98% 3个月移动平均 2025-30年项目管道总容量约1.7TWh[4] * 中国锂化学品库存呈现下降趋势 碳酸锂 Li2CO3 库存水平持平或小幅下降 而氢氧化锂 LiOH 库存下降更快 无论是库存水平还是库存月数都在下降[4] * 中国氢氧化锂库存似乎在2025年5月见顶 并已连续3个月下降 库存月数自2025年2月以来持续下降[66] 其他重要内容 * 未来关键催化剂包括 1 关于中国供应中断的新闻流 2 贸易流以评估旺季前补库存的强度 3 锂价格对上述因素的反应趋势[1] * 力拓预计将在2025年12月的资本市场日/阿根廷现场考察中重点介绍其在阿根廷的盐湖资产 Olaroz Fenix Sal da Vida Rincon Cauchari 和智利项目 Maricunga Salares Altoandinos [3] * 关于中国矿山许可证调查和潜在减产影响的官方反应 需等待9月30日更新资源报告截止日期之后[2] * 投资风险包括商品价格和汇率的波动 政治 金融和运营风险 价格目标基于净现值 NPV 和企业价值/息税折旧摊销前利润 EV/EBITDA 倍数的50 50加权[77]
Kevin O’Leary is furious at Trump ‘force-feeding’ him Intel — as the US aims to invest taxpayer money in another company
Yahoo Finance· 2025-09-26 21:15
In an Aug. 25 post [1] captioned “The Art of the Deal: Intel,” Secretary of Commerce Howard Lutnick said the president decided it would be “fair” if “America had shares” in Intel in exchange for the monetary support, which in total comes to $11.1 billion.What the Trump administration has done is rewritten the terms of the deal.The company has been paid $2.2 billion in CHIPS grants but needed to meet certain milestones to receive the remaining $6 billion, which was looking unlikely.The 2022 CHIPS and Science ...
CEO.CA's Inside the Boardroom: Surge Battery Metals Lands Evolution Mining as Partner for Nevada Lithium Project
Newsfile· 2025-09-26 13:29
CEO.CA's Inside the Boardroom: Surge Battery Metals Lands Evolution Mining as Partner for Nevada Lithium ProjectSeptember 26, 2025 9:29 AM EDT | Source: CEO.CA Technologies Ltd.Toronto, Ontario--(Newsfile Corp. - September 26, 2025) - CEO.CA ("CEO.CA"), the leading investor social network in junior resource and venture stocks, shares exclusive updates with CEOs of junior mining explorers.Founded in 2012, CEO.CA, a wholly owned subsidiary of EarthLabs, Inc., is one of the most popular free fina ...