Energy Transition Investor
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greenorigin.bsky.social
Energy Transition Investor
@greenorigin.bsky.social
Focus on building wealth & financial freedom from energy transition investments in stockmarkets. |Electric Vehicles| Renewables| Lithium
🔋🔋VULCAN ENERGY

Have increased holdings in $VUL at €2.71 on the Frankfurt stock exchange. DYOR
February 1, 2025 at 9:26 AM
🔋🔋LITHIUM DEMAND

Is it possible that lithium demand growth will beat expectations in 2025?
January 12, 2025 at 9:37 AM
🔋🔋GRAPHITE

Graphite - a key component for battery metals looks to be in a sweet spot for future growth.
January 4, 2025 at 5:49 AM
🔋🔋EVs and Solar PV

Batteries enable another game changer; bi-directional charging through your electric vehicle making your EV and solar PV even more efficient.
December 30, 2024 at 11:32 AM
🔋🔋LITHIUM PRICES

Both 2023 and 2024 have been tough for lithium prices. However, it seems the bottom is close with takeovers and curtailment/production delays happening.

2025 should be a year of stabilization going into 2026 in a more balanced way.
December 27, 2024 at 6:47 AM
🔋🔋BENCHMARK MINERALS

In summary:

In 2024, lithium prices dropped significantly

This year, the nickel market faced its third year of oversupply

The world’s largest companies - from Exxon to Rio Tinto - are beginning to invest in battery minerals

In 2024, cobalt faced a 16% supply surplus
December 23, 2024 at 12:06 PM
🔋🔋LITHIUM PRICE

It’s been a difficult year for the lithium price this 2024. Unless inventories clear up and demand accelerates the lithium price weakness is foreseen to remain into Q12025.

$ALB $SQM $GFEX $PLB $PLS
December 23, 2024 at 4:03 AM
🔋🔋LITHIUM DLE

Great article where EAU Lithium is licensing Vulcan Energy’s DLE tech for use in Bolivia.

eaum.investorhub.com/activity-upd...
ASX:EAUM - EAU Lithium, with Vulcan's A-DLE technology, receives investment from lithium experts Cosmos Exploration (ASX:C1X)
Cosmos invests in EAU Lithium Pty Ltd, allowing it to utilize Vulcan Energy Resources' (ASX:VUL) Direct Lithium Extraction (A-DLE) technology to unlock the vast lithium brine potential of BoliviaJames...
eaum.investorhub.com
December 20, 2024 at 8:31 AM
🔋🔋TESLA

This charging station is the future around the world. $TSLA and the Electric Vehicle adoption rate will accelerate a lot faster than we expect.

We’re going to need lots more lithium, graphite, copper and manganese.
December 20, 2024 at 8:20 AM
🔋🔋DATA CENTERS & POWER DEMAND

Power demand accelerated this year with global electricity demand rising at an annual rate of 1,000 terawatt hours, equivalent to adding another Japan to the world’s electricity consumption each year.

We’re going to need a lot more copper.
December 19, 2024 at 6:37 PM
🔋🔋COMMODITIES vs EQUITIES

Good Morning investors.

Either equities prices will come down or relatively commodities prices will go up?

What’s your view? $LIT $GFEX $ALB
December 17, 2024 at 7:31 AM
🔋🔋PONY.AI

Well this is news! Robotaxi competition is coming.

Robotaxi start-up Pony.ai expects cheaper driverless cars on more roads in China in 2025 on.ft.com/3DkoKzy
Pony.ai
Leading global autonomous driving technology company Pony.ai, Inc. (“Pony.ai”) is pursuing an ambitious vision for autonomous mobility. We aim to bring safe, sustainable, and accessible mobility to th...
Pony.ai
December 15, 2024 at 9:38 AM
🔋🔋LMFP BATTERIES

Good to see investment commitments to the next generation of LFP batteries enhanced to LMFP - with manganese boosting range and efficiency.
Gotion announced $2.6B investment in Slovakia & Morocco battery plants, each with 20 GWh annual capacity (40 GWh combined). Backed by VW, Gotion is set to mass-produce LMFP batteries in 2025, boosting EV range to 1,000 km. A bold move to diversify & compete with CATL in the EU market! #EVs #LMFP
Gotion unveils plans for battery plants in Slovakia and Morocco
The combined investment in the two battery plants is 2.514 billion euros ($2.6 billion), both with an annual capacity of 20 GWh.
cnevpost.com
December 13, 2024 at 8:10 AM
🔋🔋CATL INVESTS IN EU

NEWS: Stellantis and CATL announce up to €4.1 billion LFP battery factory joint venture in Spain.

Stellantis
>Production start: end of 2026.
>Capacity: up to 50GWh.

This move aims at avoiding tariffs on batteries.
December 10, 2024 at 9:06 AM
🔋🔋THE MINING CLOCK

GM - Good Morning Investors.

I found this ‘clock’ from $LSX to be highly representative of the commodities cycle and really helps you focus your investment decisions.
December 9, 2024 at 9:59 AM
🔋🔋COPPER

Copper is ‘the’ energy transition metal. The lack of new developments is setting us up for a new price spike and supercycle for copper.
December 5, 2024 at 4:52 AM
🔋🔋ICE VEHICLES

What on earth is happening to European ICE companies?

$RNO $STLAM $VOWG $BMW $MBG
December 2, 2024 at 7:19 PM
🔋🔋PEAK EMISSIONS

It’s amazing to be living in an age where we will actually witness peak emissions and then declining emissions in China and rest of the world.

China’s emissions peak in sight as solar and electric cars boom on.ft.com/3Z9wYSk
China’s emissions peak in sight as solar and electric cars boom
Experts cautiously optimistic about Beijing’s environmental progress
on.ft.com
November 29, 2024 at 2:16 PM
🔋🔋VULCAN ENERGY

Vulcan Energy who are in the construction phase of a zero carbon lithium and geothermal renewable energy project have announced another potential revenue stream through their filtration technology.

www.mining-technology.com/news/vulcan-...
Vulcan Energy in talks to license lithium filtration technology
Vulcan Energy is currently in negotiations with various lithium enterprises to license its filtration technology.
www.mining-technology.com
November 28, 2024 at 3:44 AM
🔋🔋ENERGY STORAGE

One of the more recent successes of energy storage is utility scale grid integration.

This is needed to integrate more renewable power and strengthen power systems.

Demand for copper, lithium, and graphite will continue to grow
November 27, 2024 at 4:00 AM
🔋🔋BATTERY PRICES

According to research by Goldman Sachs, battery prices will continue to fall.

I would expect a continued ramp up in renewables; electric vehicles and critical minerals such as lithium and graphite.
November 25, 2024 at 2:59 AM
🔋🔋BATTERIES

The rapid decline in the price of lithium-ion battery packs has caused many by surprise. It’s driven by a combination of innovation and market scale.

A big benefit is that it enables an economic based approach to accelerating the energy transition.
November 24, 2024 at 3:14 AM
The energy transition is happening now and is exponential.

With the technologies of renewables, batteries, grid components, lithium-ion batteries and electric vehicles, the world is entering the clean energy revolution.

By structuring an investment portfolio correctly wealth can be generated.
November 23, 2024 at 7:55 AM