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Howard Klein

@LithiumIonBull • 16,827 subscribers

Analysis & financial commentary on materials powering the Age of Elecricity. Not Advice. DYOR. https://t.co/p2Ppbu7bFX

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🔥 New policy idea for U.S. lithium security: The Strategic Lithium Reserve — a modern SPR for the lithium age. China controls ~70–75% of chemical conversion. Lithium prices have swung 10–15× in two cycles. Western projects struggle to reach FID under this volatility. Full white paper + details: 👉 Here’s the 30-second breakdown ↓
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🔥 New policy idea for U.S. lithium security: The Strategic Lithium Reserve — a modern SPR for the lithium age. China controls ~70–75% of chemical conversion. Lithium prices have swung 10–15× in two cycles. Western projects struggle to reach FID under this volatility. Full white paper + details: 👉 Here’s the 30-second breakdown ↓

Howard Klein

19,170 次观看 • 8 个月前

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