Chris Berry @cberry1
Research and advisory on energy metals supply chains, materials, macro cycles & absurd valuations. Interests: longevity & loud music. "The Voice of Reason" discoveryinvesting.com Washington, DC Joined December 2008-
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Always a good idea to study the other side of contentious debates. This article provides an unfamiliar take on the threat of Chinese overcapacity. As Charlie Munger said, "..always invert." globaltimes.cn/page/202404/13…
After US pressure, Mexico will not offer subsidies/incentives for Chinese EV makers to produce cars in the market reuters.com/business/autos…
Pleased to add to this interview of the reasons for #copper strength. I think supply side challenges are a bigger near-term factor versus long-term demand. Thanks to @TheHenryEpp @Marketplace marketplace.org/2024/04/09/the…
If this is a precursor to some sort of a tie up between $MP and $LYC.AX, then it’s a prescient move. The only way we can compete with China in rare earths is by building a vertically integrated national champion with geographic diversity. thewest.com.au/business/minin…
Too good not to retweet. I LOL’d. Another SPAC….
How many Detroits in China? Enough to build 10 million units in excess capacity. Capacity: 40 million Demand: 25 million Exports (2023): 5 million Excess: 10 million. 10 million equals total annual US production.
I turn 50 today. Rather than present some list about the 50 things I’ve learned over the past half century, I present to you the dessert that I was surprised with at dinner. Kids, stay in school….
Indonesia to accelerate nickel output despite low global prices on.ft.com/3IZhsk2
Think of IRA $$$ as venture capital - and decarbonizing industry as the one sector that really needs it bloomberg.com/opinion/articl… via @opinion
Quoted here on the need to reconcile the goals of the IRA with the likelihood of Chinese involvement in a domestic battery supply chain. wsj.com/business/autos… via @WSJ
"Relatively" cheaper lithium is an interesting phrase when current lithium pricing is 2x cycle lows. Agree with the gist of the article, though. bloomberg.com/news/newslette… via @climate
Mining capex has exploded as well. Interesting dichotomy where battery prices fall (collapse?) in terms of $ per KWh but costs upstream spiral upwards.
Mining capex has exploded as well. Interesting dichotomy where battery prices fall (collapse?) in terms of $ per KWh but costs upstream spiral upwards.
Congrats to all involved on this terrific milestone!
Quoted here on the importance of African-sourced lithium in meeting future demand expectations and how the Inflation Reduction Act effectively hands this material to the Chinese lithium supply chain. sc.mp/k9xyz?utm_sour… via @SCMPNews
A U.S. manufacturing and mining boom launched under President Biden is just getting started. Most of it is heading to Republican-leaning communities. wsj.com/politics/polic… via @WSJ
Terrific hire! Congrats to Sam.
Enjoyed the opportunity here to talk about the "other" side of the battery. So much happening with graphite regarding anode technology development, IRA compliant material, and domestic supply chain development. Thanks @ArlenHansen for the opportunity!
Enjoyed the opportunity here to talk about the "other" side of the battery. So much happening with graphite regarding anode technology development, IRA compliant material, and domestic supply chain development. Thanks @ArlenHansen for the opportunity!
Pleased to be quoted here discussing the irrefutable need for more lithium supply and the opportunities and challenges in bringing it online. cen.acs.org/energy/energy-… via @cenmag
We have a two part MSD today. First, we talk all things gold and gold miners with @RonStoeferle. Is 2024 the year for precious metals? We then have a bonus from the latest Power Current w/ @cberry1 talking with @ErnestScheyder about his new book. youtu.be/rOISvXR-VF4?si…
Joe Lowry @globallithium
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At this point pretty much everyone except a few Twitter shouters realizes that Israel is being extremely brutal in this war. The U.S. shouldn't be supporting this; we should withdraw military aid, support Arab states' attempt to end the conflict, and pivot to Asia.
This might be the most serious tweet I have ever sent: Last night at the @whca dinner, I spoke privately with 4 members of Congress: 2 Dems and 2 GOPers. All 4 are big foreign policy players and all 4 are strongly pro-Israel in every way. However… All 4 spoke with significant…
#ChinaDailyEditorial #US Treasury Secretary Janet Yellen's claims about China's "overcapacity" in her interview on the US economy with the media on Thursday should be seen as the US side's latest stance on Beijing's rebuttal of the unfounded allegations Yellen made in this regard…
And that's a wrap from DC. The last race of the Charlie Butt is complete. Thanks for following along y'all!
The Chips Act has been surprisingly successful at spurring an investment boom. My latest for the @FT ft.com/content/267561…
Me analyzing mining / commodity stocks.
Key points: EVs reduce emissions, battery minerals differ from fossil fuels. Future mining needs innovation, local value sharing, and strict governance. A balanced approach is crucial for sustainable transition. $SQM
Discussing #lithium & #mining for energy transition on VRT NWS. See the Salar de Atacama, it’s unique natural properties and how lithium is produced from underground brine. 🧵 youtu.be/w8nfU5wLQNY?si… via @YouTube
GM lost $107 million in China in Q1 2024. First time a quarterly loss since 1998? The beginning of the end is here.
Surprise surprise surprise…
I think a lot of people would be genuinely surprised that the US is not only not declining on the world stage, it's currently gaining in global economic share. US GDP increased 1.4 trillion dollars last year, which is equivalent to adding the entire country of Spain.
🔥Pitching a big, publicly traded company now. They want us to solve a problem that amounts to $1.1bn annually. Exciting, right? 😵Here's the kicker: They want us to do it for free because we're a small tech company. 🧠Never do free work. Nobody values it.
With this agreement, @GalanLithium will be able to supply LiCl concentrate to the world, the same way Australian spodumene producers do. Focus on the upstream!!!
$GLN.ax & the #Catamarca Govt signed an agreement supporting the grant of permits for local & export sales of #lithium chloride concentrate from the HMW project, enhancing offtake terms & funding avenues while building future downstream value in Argentina buff.ly/449vNUU
China’s king-of-the-hill status shaky as offshore exploration diversifies rare earth supply chain Data points to a slow displacement of Chinese rare earth exports around the world since 2020, with growth slowing in recent years. scmp.com/economy/china-…
Mark your calendar! This will be an amazing show!
This Wednesday at 11 AM ET! I have the honor of interviewing Grant Williams @ttmygh and Alex Gurevich @agurevich23 I am so looking forward to this conversation...I hope you can join us! Thank you @complete_intel for being a sponsor this week
So sweet audience. Bach's Suite No.1
TSMC to charge premium for making chips outside of Taiwan, including its new US fabs, CEO says Due to higher costs of power, labor, and materials. Yup, been clear for some time....has to make commercial sense... tomshardware.com/tech-industry/…
We have released our March Quarterly Activities Report, featuring a solid set of operating results and on-track project delivery. Hear more from Managing Director & CEO Dale Henderson in the video below 👇
Pilbara Minerals says spodumene prices have risen by a “fairly material” 27% over the last 60 days. Chinese domestic carbonate up 14%, seaborne hydroxide up 6% $PLS #lithium