Ganfeng Lithium's new lithium chloride production plant in Argentina, is set to officially open on February 12, marking a significant milestone in the Mariana Lithium Project. The plant, a subsidiary project of China's Ganfeng Lithium Group, will initially produce 20,000 tons of lithium chloride annually.
Atlantic Lithium Ltd (AIM:ALL, OTCQX:ALLIF, ASX:A11) revealed an updated mineral resource estimate for its Ewoyaa lithium project in Ghana to take account of increased feldspar content, which it intends to supply to the local ceramics market. The updated MRW showed 36.8 million tonnes (Mt) at 41.9% feldspar at Ewoyaa.
Argentina Lithium & Energy Corp (TSX-V:LIT, OTCQX:LILIF) has announced encouraging lithium brine results from its 14th exploration well at the Rincon West project in Salta Province, Argentina. The latest drill hole, RW-DDH-14, returned lithium concentrations ranging from 277 to 379 mg/l over a 225-metre interval.
I am bullish on Standard Lithium due to its high-quality assets, low operating costs, and significant upside potential once production starts in 2026. SLI's strategic location in the Smackover formation and partnerships with Equinor and Koch Industries enhance its growth prospects and reduce risk. Despite current stock volatility, long-term demand for lithium, driven by EVs and clean technology, presents a near once-in-a-lifetime investment opportunity.
Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF)earlier this week announced it has signed a memorandum of understanding (MOU) with Orica, a global chemical company. The MOU focuses on utilizing surplus sodium hydroxide from Century Lithium's operations.
EQNR and Standard Lithium secure a $225M grant to develop the SWA lithium project, targeting 45,000 tons of battery-grade lithium carbonate annually.
Bradda Head Lithium Ltd (AIM:BHL, OTC:BHLIF, TSX-V:BHLI) said it is looking at a start to production on its San Domingo project from late 2026 to keep up its recent momentum Ian Stalker, chair, said he was pleased with its progress in 2024 despite the challenges faced by all junior explorers and developers in the sector. Plans for the current year include defining a maiden NI 43-101 resource at San Domingo, hard rock spodumene project.
Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF) announced that it has signed a non-binding memorandum of understanding (MOU) with Orica Specialty Mining Chemicals. The MOU outlines the intent of the two companies to establish a multiyear offtake agreement, with Orica purchasing sodium hydroxide (NaOH) from Century Lithium's Angel Island project, located near Silver Peak, Nevada.
I rate Ganfeng Lithium as a Buy due to favorable lithium market dynamics and the company's increased vertical integration. The lithium market's demand-supply dynamics have turned favorable, boosting Ganfeng's growth prospects. GNENY is taking steps towards becoming more vertically integrated, which should enhance its future profitability.
CleanTech Lithium PLC (AIM:CTL, OTCQX:CTLHF) said it has submitted its main application for a Special Lithium Operation Contract (CEOL) for its flagship asset, the Laguna Verde project in Chile. Laguna Verde is one of six saline systems that the Government of Chile has prioritised for development by the private sector.
CleanTech Lithium PLC (AIM:CTL, OTCQX:CTLHF) has announced the successful production of a high-purity lithium carbonate sample, achieving a purity of 99.78%. It comes as part of the company's efforts to advance its sustainable lithium projects in Chile.
Tantalex Lithium Resources (CSE:TTX, OTC:TTLXF) announced that it has resumed tin exports from its TiTan plant in the Democratic Republic of Congo (DRC). The company said it recently completed its second export, shipping 25 metric tons of tin concentrate from Lubumbashi on December 31.