PILBARA MINERALS WKN: A0YGCV ISIN: AU000000PLS0 Kürzel: PLS Forum: Aktien Thema: Hauptdiskussion

und das ist wahrscheinlich noch zu vorsichtig...

Lithium | Upgrading BESStimates In Lithium | Demand's in charge now (Jul'25), we posited that continued demand growth driven by EV's and BESS would outstrip slowing supply growth and bring the market back to balance. In this report, we lift our expectations to account for much stronger growth in the Battery Energy Storage Systems (BESS) market. This brings forward expectations for deficit markets and a continued recovery in lithium pricing. We think the improving outlook for the sector will continue to support equities and suggest investors continue to reassess sector exposure. Lifting demand expectations on strong growth in BESS More than 330GWh of BESS capacity is expected to be installed in 2025, representing a 220% increase on our prior forecasts. Our research indicates that this could increase to ~800GWh of annual capacity additions by the 2030's, with growth driven by significant falls in LiB costs ($/kWh -43% since 2022), continued roll out of renewable energy projects, Government incentives, and increased demand for grid optimisation and stability/back up power (incl. AI/data centers). While we have trimmed our EV sales growth forecasts, we now expect BESS to comprise an avg. 23% of overall LCE demand (vs EVs at 62%), and lift our demand forecasts by an avg. 8% pa to total 3.1Mt LCE by 2035 (>110% vs 2025e). Forecast market deficits brought forward Driven by a forecasted 24% YoY demand growth and ongoing suspension of Chinese lepidolite operations, we now model a much smaller surplus for 2025 (1% from 5%), and a reversal of previously forecasted surpluses in 2026 to a balanced market (noting this assumes full restart of China lepidolite - see Fig. 24). We now expect tighter markets and resultant higher pricing (see below) to elicit a supply response (i.e. restarts, expansions, greenfield ramp ups), with modelled supply now forecast to increase by an avg. of 6% over 2026-9. This is offset by our upgraded demand forecasts, resulting in significant deficits in 2027-28 of 4-5% (vs prior expectations of balanced markets). We think this could incentivise the financing of greenfield projects to deliver sufficient supply by 2030 (noting project lead times), with the potential for renewed investment/involvement from strategics, providing possible medium-term de-risking events for project developers and catalysts for investors. Upgraded pricing forecasts Based on our revised SxD modelling and forecast market deficits, we lift forecast pricing by an avg. 38% for chemicals and 73% for SC6 over 2026-29 (see Fig. 27). This includes cycle peak prices of US$25k/t and US$2,250/t in 2027 for chemicals and SC6, respectively. Our LT assumptions remain predicated on estimated incentive prices of US$22.5k/t for chems and US$1,500/t for SC6, respectively.

Morgen aber dick rot. Albemarle -6%.

sogar 4 Cent über Australien. Das ist selten.

wasserstoff aktien sind der renner bmw hat 273mio geschenkt bekommen für h2 auto

FOMO

huch 3 cent zu viel:)))))))))))))))))

3cent fehlen EUR/AUDheute 2,3570 € EUR/AUDgestern 2,2389 €

PLS 5,28% schlusskurs 16:16:26 Uhr $4,190

es geht weiter - 👌

Alles geht zu schnell. Aber runter meistens noch schneller. Wie heißt es so schön. Runter geht's mit dem Aufzug, nach oben mit der Rolltreppe

Wenn das so weiter geht haben wir bis Weihnachten das ATH. Das macht mir Sorgen weil es zu schnell geht...