Lithium Americas Argentina WKN: A4111M ISIN: CH1403212751 Forum: Aktien User: BluePearl

auch hier heute nochmal fett nachgekauft. Hoffe es tut sich jetzt endlich was!

Der Lithiumpreis fällt seit Wochen (vom Top schon über 25%), deswegen schmieren alle Lithiumaktien ab (zwischen 40 und 60%).

komisch, bei den ganzen E autos die man auf den Straßen sieht, sollte die Nachfrage ja groß sein… nur noch 44% im Plus… war schon mehr als ein Verdoppler, aber sollte doch langsam wieder Fahrt aufnehmen

jetzt wird's aber nochmal richtig heftig... jetzt ist eigentlich schon zu spät zum aussteigen, jetzt könnte man in Gegenteil vielleicht langsam wieder einsteigen. Aber keiner weiß wie es mit dem Lithium Preis weitergeht, Fragen über Fragen. Hoffen wir also weiterhin auf das zweite Halbjahr und damit steigende Lithium Preise.

https://uk.finance.yahoo.com/news/lithium-argentina-release-second-quarter-201000507.html

trotzdem plus 7%, alles gut

9,64$ :-(( bisher immer zu Handelsende stieg der Kurs, aber halt nicht immer

zum Börsenschluß wird es wieder steigen, jetzt 9,73$ um 20:52

♠️

Goldman hat gerade Lithium Knappheit für Q4/26 mit Preisen bis 250.000RNB vorausgesagt. https://x.com/globallithium

Ist doch ne schöne grüne Kerze heute, so kann es gerne weiter gehen.

hier noch was neues von JYLee auf X: I've been getting questions on the #lithium price pullback and market balance.. so here are some broad thoughts and analyses: Demand: - Iran war is massively stimulating switch to EVs. EV sales +90-160% in many countries YoY Apr 2026. Last year's headlines were doom & gloom about "slowing EV sales". In reality, BEVs+PHEVs were 20.7m units, pretty healthy. This year I forecast a re-acceleration in EV sales - lithium use +210kt LCE YoY. - BESS growth is pretty insane. Last year installations/shipments were ~320/500GWh. This year it's looking like ~500/850GWh. FYI 850GWh --> ~600kt LCE used in those cells so this segment alone might consume 30% of lithium supply this year. - E-Trucks: Grew 180% (!!) YoY in China last year. More broadly, the Class 4-8 segment represented 5% (86kt LCE) of lithium supply last year and it's just starting to go up the steep part of the S-curve globally. If your analyst doesn't have this in his model, he's missing 150kt LCE use this year. - Overall, global lithium demand grows from 1.5Mt last year to 2.0Mt in 2026, a 500kt LCE jump. Supply: - Mine restarts: To this year's supply, Bald Hill adds 8kt LCE. Ngungajoo adds 10kt. Finniss adds 10kt. Small-ish vs the demand growth. - Mt Holland "doubling capacity": Won't happen until 2028. - CATL Jianxiawo mine: Even if it turned on today, it'd produce only 30kt this year. Less considering ramp-up. And there's a cow or two to relocate if recent videos are to be believed. 😉 - Supply growth has been severely constrained in the last two years as companies could not get financing, or built slower. This WILL be felt in 2026 and 2027. Market Balance: - I see a deficit this year growing to 2030. Much of this is based off BESS growth to 1.76TWh (+17% from my prev forecast) as countries realize they want to reduce natural gas imports dependence. I'm also pounding the table on E-Trucks here. Watch this space. - I respect Benchmark's gutsy call for a 2027 surplus. I disagree though. They have been pretty conservative on demand forecasts and I think this year will surprise many analysts.

noch ne Einschätzung von Citi: Lithium stocks rise in early trading Tuesday as Citi remains bullish on the metal, believing most of the lithium selloff is over and expecting prices to consolidate in the near term ahead of a more constructive market. Most lithium producers trade higher, including Albemarle (ALB) up 2.1%, SQM (SQM) up 3.5%, Sigma Lithium (SGML) up 3.9%, Atlas Lithium (ATLX) up 4.4%, Lithium Argentina (LAR) up 1.8%, but Lithium Americas (LAC) down 1.9%. "Specifically, a restocking window ahead of the traditional August-September peak season and a further round of export front-loading should support a recovery in prices," Citi analyst Shreyas Madabushi says. "Front-loading of battery cells ahead of export rebate cut to 0% (January ’27) and seasonal uptick in EV demand should drive a near-term restocking cycle, supporting lithium prices," the analyst writes. Even with mines in Australia and China potentially restarting and growth in Zimbabwe, global lithium supply is still expected to remain tight in 2026, while strong demand for battery cells is expected ahead of China export rebate cuts in 2027, according to Madabushi.

Lithium Future hat sich m. E. bei circa 24000$ in etwa gefangen. Damit sollte gutes Geld verdient werden, nur eine Frage der Zeit. warten wir es ab.

https://www.tradingview.com/symbols/NYSE-LAR/forecast/