Le lithium, le prix en baisse aprés la flambée.

[energy_isere]

suite de ce post du 25 mai 2025 : viewtopic.php?p=2411790#p2411790

Chile says lithium contract approved for state-run Altoandinos project with Rio Tinto

Reuters | August 18, 2025

Chile’s mining ministry on Monday said a lithium operating contract for the Altoandinos project, to be run by state mining company ENAMI, is ready to be signed.

EMAMI will partner with global miner Rio Tinto on the project. The mining ministry did not specify when the signing will take place.

https://www.mining.com/web/chile-says-l ... rio-tinto/

[energy_isere]

suite de ce post du 19 juillet 2025 viewtopic.php?p=2414280#p2414280

KoBold obtient ses premiers permis d’exploration de lithium en RDC

Agence Ecofin 28 aout 2025

En juillet 2025, la RDC a signé un accord de principe avec l’américain KoBold Metals pour développer le gisement Manono et investir plus largement dans le secteur minier congolais.

La société américaine KoBold Metals, soutenue notamment par les milliardaires Bill Gates et Jeff Bezos, vient de sécuriser sept permis d’exploration pour le lithium en RDC. Selon le site web du cadastre minier congolais, les permis de recherche couvrent aussi d’autres métaux comme l’étain, les terres rares, le coltan et l’or, dans le territoire de Manono, province du Tanganyika et le territoire de Malemba Nkulu, province du Haut-Lomami.

« Nos efforts d’exploration sur les sept nouvelles licences seront axés sur le lithium », précise néanmoins un responsable de KoBold relayé par Reuters. Il faut dire qu’au cœur des ambitions de KoBold Metals en RDC se retrouve le lithium, et plus particulièrement le lithium du gisement Manono.

Mi-juillet, KoBold a signé un accord de principe avec Kinshasa pour le développement de ce projet, ainsi que pour d’autres investissements miniers en RDC. La concrétisation de ce partenariat suppose néanmoins le règlement d’un différend de longue date entre le gouvernement congolais et la société australienne AVZ Minerals qui réclame des droits sur le projet Manono.

En attendant, KoBold pourrait lancer dans les prochains mois ses premiers travaux d’exploration en RDC. La compagnie s’est déjà attaché les services de Benjamin Katabuka comme directeur général de sa filiale congolaise.

https://www.agenceecofin.com/actualites ... ium-en-rdc

[energy_isere]

Le cours des actions de deux miniers du Lithium en Australie en forte baisse aprés des résultats montrant de fortes pertes à cause des prix trop bas du Lithium.

Lithium shares plunge in Australia as miners swing to losses

Bloomberg News | August 27, 2025

Australian lithium miner share prices tumbled after two of the country’s biggest producers of the battery metal reported a combined $1.2 billion of first-half losses due to slumping prices.

IGO Ltd. plunged as much as 8.4% in Sydney, and Mineral Resources Ltd. was down as much as 6.1%. Even companies that didn’t report their results on Thursday were caught in the downdraft. Pilbara Minerals Ltd. fell as much as 4.3% and Liontown Resources Ltd. dropped 5.4%.


Mt Marion lithium mine in Western Australia. (Image courtesy of Mineral Resources.)

The lithium sector has been hit by writedowns and cost controls due to a supply glut and headwinds to electric-vehicle demand. Prices have plunged 86% from a record high in late 2022 and continued to drop in the first half of this year. However, they’ve revived in recent weeks after a major mine was shut in China.

Mineral Resources posted a net loss of A$904 million ($588 million) for the year to June 30, compared with a A$125 million profit the year before. IGO reported a net loss of A$954.6 million during the period, and a full impairment of its Kwinana lithium hydroxide refinery assets.

“We got the lithium price wrong, and our earnings and net debt levels have been greatly impacted,” Mineral Resources’ managing director Chris Ellison said in a statement Thursday. “Our focus of late has been on cost and performance to ensure the business is set up through the cycle.”

It appears the worst could be over for lithium miners, however. UBS Group AG this week lifted its spodumene price forecast by 9% to 32%, citing expectations for “broader and deeper” Chinese supply disruptions. It also upgraded IGO’s share price target by 20%.

The increased likelihood of supply disruptions in China in 2026 “now sees the market almost in deficit,” UBS said. However, the expected return of that supply and other idled or under-utilized capacity could see “some unwinding in 2027,” it said.

IGO chief executive officer Ivan Vella said the long-term viability of the Kwinana lithium hydroxide refinery in Australia is “challenged” but added that the company believes the market fundamentals are positive.

https://www.mining.com/web/mineral-reso ... -weakness/

[energy_isere]

suite de ce post du 11 aout 2024 : viewtopic.php?p=2396241#p2396241

Galan Lithium proceeds with $13M financing for Argentina project

Staff Writer | August 25, 2025 |


Galan’s flagship Hombre Muerto West lithium project. (Image courtesy of Galan Lithium.)

Galan Lithium (ASX: GLN) said on Monday it is proceeding with a proposed A$20 million ($13m) private placement for its Hombre Muerto West (HMW) lithium project in Argentina following the completion of due diligence by The Clean Elements Fund.

As previously announced on June 20, Clean Elements will purchase nearly 182 million of Galan’s shares at a price of A$0.11 each, representing a 21% premium at the time. The purchase will be made in two equal tranches of A$10 million, with the first closing within five business days and the second tranche closing no later than Nov. 22.

At market close Monday, the stock traded at A$0.14 apiece, giving the Australian lithium developer a market capitalization of A$135 million ($87.5m).

The proceeds are expected to fund the Phase 1 construction activities at the HMW project in Catamarca province, which is targeting a 4,000-tonne-per-annum lithium carbonate equivalent operation capable of producing a 6% lithium chloride concentrate product.

First output is scheduled for the first half of 2026, with a projected mine life of 40 years over four phases. Upon completing the ramp-up, its production capacity would rise to 6,000 tonnes per annum.

First production on track

“With the support of Clean Elements, Galan now has the funding certainty to complete Phase 1 construction at HMW and is firmly on track to deliver first lithium chloride concentrate production in H1 2026,” Galan’s managing director Juan Pablo Vargas de la Vega said in a press release.

The due diligence by Clean Elements — an existing shareholder — has confirmed HMW is “an exceptional lithium project, combining substantial scale and grade with execution capability that places it among the best globally,” he added.

Last month, the $217 million HMW project was approved for the new incentives program in Argentina known as RIGI (Régimen de Incentivo para Grandes Inversiones), which provides a reduced corporate income tax rate of 25% and fiscal stability for 30 years. It is the sixth project to be accepted into the program.

“This is a major milestone for Galan that will further strengthen HMW’s global competitive position as a future low-cost producer,” de la Vega said in a July 28 press release.

https://www.mining.com/galan-lithium-pr ... a-project/

[energy_isere]

suite de ce post du 15 fev 2025 : viewtopic.php?p=2406952#p2406952

Kodal secures export permit for Mali lithium mine
Cecilia Jamasmie | September 4, 2025 |


CEO Bernard Aylward holding first spodumene concentrate from Bougouni. (Image: Kodal Minerals.)

Kodal Minerals (LON: KOD) has secured an export permit for spodumene concentrate from its Bougouni lithium mine in southern Mali, clearing a key hurdle for the project’s first shipments.

The permit authorizes exports of up to 125,000 tonnes of concentrate, pending completion of final administrative steps. It was confirmed in a letter issued by the Ministry of Mines and signed by Mines Minister Professor Amadou Keita.

“The granting of the export licence is a critical step for the development of the Bougouni project, as well as Mali’s burgeoning spodumene industry,” Kodal chief executive Bernard Aylward said. “The permit further underpins the continued support of the Mali Ministry of Mines and the government and their interest in the further development and expansion of Bougouni.”

The document also confirms pricing will be based on the Shanghai Metal Market reference price for spodumene, though authorities retain the right to verify and adjust prices. Kodal has already agreed to sell all Bougouni output to China’s Hainan Mining, with pricing linked to the SMM benchmark.

Logistics

The company has also signed a transport deal with a leading Malian logistics operator to move concentrate from the mine to port facilities in Côte d’Ivoire. Kodal said it will pay all applicable taxes, duties and levies.

Located 170 kilometres south of Bamako, Bougouni aims to produce 11,000 tonnes of spodumene concentrate per month. The mine is run by Les Mines de Lithium de Bougouni SA, a Mali-registered company in which Kodal holds a 49% stake.

https://www.mining.com/kodal-secures-ex ... hium-mine/

[energy_isere]

Ukraine launches tender for major lithium deposit
Staff Writer | August 31, 2025 | 9:34 am Battery Metals Critical Minerals Europe Russia and Central Asia USA Lithium

Ukraine is welcoming bids for the right to develop a major lithium deposit in central Kirovohrad region as part of its minerals deal with the US, even as a legal dispute looms over ownership of the project.

The tender for lithium mining at the Dobra site was confirmed last week by Prime Minister Yulia Svyrydenko, during an announcement of Ukraine’s approved plans to tap into its vastly underexplored natural resources.
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https://www.mining.com/ukraine-launches ... m-deposit/

[energy_isere]

Concentration dans le Lithium :

Piedmont and Sayona finalise merger to create Elevra Lithium
Elevra Lithium merges Piedmont and Sayona's projects, establishing itself as a major hard-rock lithium producer in North America.

Swagath Bandhakavi 1st Sep 2025

Piedmont Lithium has finalised its previously announced merger with Australia-based Sayona Mining, forming a new entity named Elevra Lithium.

Elevra Lithium combines the diverse project portfolios of both Piedmont and Sayona, positioning itself as one of North America’s largest hard-rock lithium producers. These assets aim to enhance their capacity in the lithium supply chain to meet increasing demand driven by global energy transitions.

The merger agreement, announced in November 2024, was executed through an all-stock deal.

As part of the transaction, Piedmont’s common stock and Chess Depositary Interests will be removed from Nasdaq and the Australian Securities Exchange.

Holders of Piedmont’s common stock will receive American Depositary Shares representing Sayona ordinary shares, while CDI holders will receive Sayona shares. Any fractional shares resulting from this exchange will be rounded up.

Elevra Lithium inherits several strategic projects from its predecessor companies. Piedmont contributes its wholly-owned Carolina Lithium project in the US and partnerships in Quebec with Sayona and in Ghana with Atlantic Lithium.

Meanwhile, Sayona brings its North American Lithium, Authier Lithium Project, Tansim Lithium Project in Quebec, Canada and a 60% stake in Moblan Lithium Project. In Western Australia, Sayona holds a large tenement portfolio for lithium and gold exploration.

Piedmont president and CEO Keith Phillips said: “This is a transformative milestone for our shareholders, employees, and partners.

“The combination with Sayona significantly strengthens our global footprint, enhances scale, and positions us to be a leading supplier of lithium resources to the growing EV and stationary storage supply chains. We are excited to move forward as a combined company with Sayona and to build long-term value for all stakeholders.”

With this consolidation, Elevra Lithium plans to streamline operations and leverage synergies across logistics and procurement to potentially reduce operating costs. The company also intends to widen its customer base and strengthen its financial position to support future growth projects.

Future strategies for Elevra Lithium involve capital-raising activities and forming strategic partnerships at the project level to secure technical expertise and funding. At the time of signing the merger deal, the parties stated that the aim is to progress with non-dilutive funding sources while maintaining a simplified corporate structure.

https://www.nsenergybusiness.com/news/p ... a-lithium/