I've emphasized the need for mineral independence from China for nearly a decade, highlighting the risk of China cutting off rare earth elements. China has previously restricted REE supplies to Japan in 2011 and recently to the US, demonstrating their control over critical elements. President Trump's Executive Orders might speed up permitting by years and open doors to new Federal funding of mining projects.
CleanTech Lithium PLC (AIM:CTL, OTCQX:CTLHF) announced it is working with DuPont Water Solutions to test new nanofiltration membrane technology in its lithium processing operations. DuPont's FilmTec LiNE-XD membrane will be used to remove impurities and maximise lithium recovery.
CleanTech Lithium PLC (AIM:CTL, OTCQX:CTLHF) has named Ignacio Mehech, the former Chile country head of American specialty chemicals gaint Albemarle, as its new chief executive and a member of the board. The AIM-listed group is developing sustainable lithium projects in Chile and is looking to draw on Mehech's experience as it moves into a more operational phase.
Bradda Head Lithium Ltd (AIM:BHL, OTC:BHLIF, TSX-V:BHLI) has been given the green light to drill at its San Domingo pegmatite targets in Arizona. The Bureau of Land Management (BLM) granted approval for two Notices of Intent (NOIs), allowing construction of 37 drill pads at Dragon and 35 at San Domingo North.
CleanTech Lithium PLC (AIM:CTL, OTCQX:CTLHF) updated investors on its application for a Special Lithium Operating Contract (CEOL) for its Laguna Verde project in Chile. The company said that while it initially expected a government update at the beginning of April, it has yet to receive confirmation of when applicants will enter direct negotiations.
Sigma Lithium continues operating its Grota do Cirilo mine in Brazil, with a 270,000-tonne annual production from its Xuxa deposit. However, the main play here is their planned Phase 2 at Barreiro, and a second Greentech plant that will boost production to 520,000 tonnes annually. Also, SGML's “Quintuple Zero Green Lithium” trademark should continue giving them an “ESG premium” pricing power for its lithium.
Australia's Galan Lithium said on Thursday that it rejected an offer from Zhejiang Huayou Cobalt Co and Renault Group to acquire the lithium explorer's stake in its Argentine assets for $150 million in cash.
Robots via Tesla and Nvidia are coming. If this thesis pans out the most likely material they will use could be lithium. Lithium stocks, including Lithium Americas, are currently undervalued due to Wall Street's negative sentiment and long investment time frames, despite strong growth in EV, fixed storage, and potentially future robotics. Market uncertainty, including unpredictable political actions and depressed lithium prices potentially influenced by China, contributes to subdued interest in lithium investments.
Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF), the owner of the Angel Island lithium project in Nevada, is poised to benefit from the inevitable upturn in lithium demand and pricing, analysts at Noble Capital Markets believe. “Angel Island is one of a few advanced lithium projects being developed in the United States to provide an end-to-end process to produce battery-grade lithium,” analysts wrote.
Lithium ION Energy Ltd. (TSX-V:ION, OTCQB:IONGF) announced it has entered into a binding joint venture agreement with SureFQ to advance its Urgakh Naran lithium project in Mongolia.
Bradda Head Lithium Ltd (AIM:BHL, OTC:BHLIF, TSX-V:BHLI), which is developing projects in Arizona and Nevada, has welcomed a US Presidential Executive Order aimed at boosting domestic mineral production in America. The Executive Order, issued on 20 March 2025, is titled Immediate Measures to Increase American Mineral Production.
Lithium Argentina shows potential and improvement despite challenges, making it a possible acquisition target for Ganfeng in the future. Ganfeng, with a market cap of $9.44 billion, could easily acquire Lithium Argentina, which has a market cap of $373 million. The automotive industry is undergoing rapid change, with EVs and fixed power storage likely to continue being adopted.