项目技术报告进展 - 公司已提交符合NI 43-101标准的Bandeira锂项目最终可行性研究更新技术报告，报告生效日期为2025年9月17日，发布日期为2025年10月31日 [1] - 2025年Bandeira技术报告由经验丰富的咨询机构RTEK、GE21和L&M的代表编写，这些机构均为合资格人士 [2] - 该技术报告可在公司官网及SEDAR+平台上查阅 [2] 合资格人士信息 - 多名独立于公司的合资格人士已审阅并批准了本新闻稿的内容，确认其公允且准确地反映了技术报告中的相关信息 [3] - 合资格人士名单包括来自R-Tek、GE21和L&M Advisory的多位专家及其资质 [4] 公司服务协议与股权支付 - 公司已根据2025年4月2日签订的服务协议，向RTEK International DMCC发行7,430,305股普通股，作为其完成Bandeira项目可行性研究的技术和战略咨询服务的对价 [5] - 此次股份发行已获得TSX Venture交易所批准 [5] 公司业务与项目背景 - Lithium Ionic是一家加拿大矿业公司，专注于在巴西勘探和开发锂资源 [6] - 其旗舰项目Itinga和Salinas位于米纳斯吉拉斯州东北部，总面积达11,684公顷，该地区正迅速崛起为世界级的硬岩锂矿区域 [6] - Itinga项目与CBL的Cachoeira锂矿（已生产超过30年）以及Sigma Lithium的Grota do Cirilo项目（美洲最大的硬岩锂矿床）位于同一区域 [6]

Highlights Successful completion of due diligence by the Clean Elements Fund ("Clean Elements") confirming HMW's world-class status; $20 million placement to proceed with full and final settlement due by November. RIGI incentive regime approved by the Argentine Government for the HMW Project, providing fiscal stability and significant long-term benefits. ...

商 品 研 究 2025 年 10 月 31 日 碳酸锂：绝对价格上行后，关注 Q1 淡季及锂矿复 工预期切换 邵婉嫕 投资咨询从业资格号：Z0015722 shaowanyi@gtht.com 刘鸿儒（联系人） 期货从业资格号：F03124172 liuhongru@gtht.com 【基本面跟踪】 碳酸锂基本面数据 | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2511合约（收盘价） | 81,840 | 100 | 2,460 | 6,900 | 8,420 | 10,040 | | | | 2511合约（成交量） | 31,283 | -12,131 | -71,534 | -237,607 | -365,362 | -114,318 | | | | 2511合约（持仓量） | 18,705 | -7,189 | -67,322 | -159,246 | -252,919 | -101,122 | | | 盘面 | 2601合约（收盘价 ...

Ioneer (NasdaqCM:IONR) FY 2025 Annual General Meeting October 30, 2025 07:00 PM ET Speaker0Welcome to the annual general meeting of Ioneer Ltd. My name is James D. Calaway, Executive Chair of the company. As we have a quorum, I will now declare the meeting opened. Today's meeting is being online via the LUMI platform. I will ask our Company Secretary, Ian Bucknell, to provide instructions on both how to ask questions and how to vote during the meeting. Ian.Speaker2Thanks, James. I'll quickly run through a n ...

Surge Completes 2025 Infill Drill Program; Consistently Intersects Thick Zones of High-Potential Lithium ClaystoneProgram Delivers Critical Data for Resource Upgrade and Pre-Feasibility StudyOctober 30, 2025 7:00 AM EDT | Source: Surge Battery Metals Inc.West Vancouver, British Columbia--(Newsfile Corp. - October 30, 2025) - Surge Battery Metals Inc. (TSXV: NILI) (OTCQX: NILIF) (FSE: DJ5C) (the "Company" or "Surge") is pleased to announce the successful completion of its 2025 core drilling pro ...

行业前景与需求 - 全球锂需求预计到2040年将增长超过五倍，且到2030年电池应用将占总消费量的94% [1] - 电动汽车是锂消费的主要驱动力，2024年销量增长28%，预计2025年将超过2000万辆，占电池需求的85%以上 [11] - 需求地理分布正在转移，中国在2024年占全球电池需求的60%，但预计到2030年将降至50%以下，美国、东南亚、印度和巴西加速电动汽车普及 [12] 市场供需与价格 - 2024年全球锂市场出现过剩，但预计未来两年过剩将收窄，可能在2026年转为小幅短缺 [6] - 2025年10月中国碳酸锂价格反弹至每吨79,000元人民币，反映出季节性补库和稳固的基本面 [5][16] - 2020年至2024年间全球锂矿产量增长192%，导致大量过剩，但目前供需正逐步再平衡 [13] 澳大利亚锂业表现 - 澳大利亚是全球硬岩锂的主要供应国，2024年占全球开采量的36% [2][18] - 预计出口收益将从2025财年的46亿澳元增长至2027财年的66亿澳元，两年增长超过40%，年产量增长超过7% [7][18] - 行业注重运营效率而非过度扩张，以在中长期市场趋紧时获取更多价值 [14] 公司运营与战略 - Pilbara Minerals在2026财年第一季度实现创纪录产量，单位运营成本下降10.9%至每吨540澳元，同时平均实现销售价格上涨 [21][22][28] - 公司战略性地将Ngungaju工厂置于维护状态，并将P2000扩建推迟至2027财年，以控制供应并最大化回报 [17][21][29] - Liontown Resources正在向主要生产商转型，其Kathleen Valley是一级锂资产，与特斯拉、福特和LG新能源签订了长期承购协议 [32][33] - IGO Limited通过其在Greenbushes锂矿的股份实现多元化，该矿是全球最高品位的锂矿，预计到2026年将供应全球超过20%的锂 [36][37] - Mineral Resources拥有综合业务模式，结合采矿服务、铁矿石和锂资产，近期Mt Marion资源量增长107%，Wodgina增长12% [40][41] - Global Lithium被视为高增长标的，专注于勘探，其估值与未来锂项目稀缺性相关，2026财年关键里程碑包括可行性研究和承购协议 [42][44] 资产与扩张 - Greenbushes等世界级运营项目供应全球超过20%的高品位锂精矿，化学级工厂3号等扩建项目将帮助满足全球需求 [19][36] - Pilbara Minerals的Pilgangoora运营是全球最大的独立硬岩锂矿，与POSCO在韩国的合资企业增加了电池级氢氧化锂的垂直整合 [27] - 澳大利亚的高质量锂辉石精矿对于新兴加工设施至关重要，西方激励非中国下游加工的政策加强了澳大利亚生产商的地位 [15]

Acquisition of Option to Buy Lepidico's Interest in Karibib Lithium, Rubidium and Cesium Project in Namibia - UpdateOctober 28, 2025 7:00 AM EDT | Source: International Lithium Corp.Vancouver, British Columbia--(Newsfile Corp. - October 28, 2025) - International Lithium Corp. (TSXV: ILC) (OTCQB: ILHMF) (FSE: IAH) (the "Company" or "ILC") is pleased to announce, further to its announcement on September 09, 2025, that on October 24, 2025 Lepidico met all the drawdown conditions for completion of ...

Upon analyzing Sigma Lithium (NASDAQ: SGML ), what I find is not a story of past euphoria, but a transition stage. The company is leaving the promise story behind to become a real operation, in aI’m an economist and independent investor based in Argentina, currently a Ph.D. candidate in Economics at UCEMA. My research and writing connect macroeconomic context with company-level valuation to identify long-term opportunities. Being based in Argentina gives me an inside perspective on one of the most complex y ...

VANCOUVER, British Columbia, Oct. 27, 2025 (GLOBE NEWSWIRE) -- Q2 Metals Corp. (TSX.V: QTWO | OTCQB: QUEXF | FSE: 458) (“Q2” or the “Company”) is pleased to announce the appointment of Mr. Keith Phillips to its Board of Directors. Keith Phillips served as Chief Executive Officer of Piedmont Lithium from the Company’s inception in 2017 to its recent merger with Sayona Mining in 2025. Under his leadership, Piedmont achieved a peak market capitalization exceeding $1.0 billion, growing from an early-stage expl ...

Standard Lithium Ltd. (NYSE: SLI ) (TSXV: SLI:CA ) is a near-commercial lithium mining company, with two US-based large-scale prospective mining projects in the pipeline (both expected to achieve commerciality within the next few years). Although I can see numerous potential potholes and risksMasters graduate in Economics and Finance. Have worked as a consultant to financial companies, a buy-side leveraged finance analyst, and in portfolio management for the capital markets division of a large international ...