"Lithium Universe confirms signs of intelligent life with Lithium prices making back-to-back advances in the last few weeks in China. Lithium LCE prices surged to CNY200,500 in May 2026."
Lithium Universe confirms signs of life with humanoid robots charging energy rEVolution. Will they save humanity from ourselves? Can artificial intelligence open a new chapter of history, a renaissance for humans, embracing science, art and solid values of honest hard work?
Can we make the full circle and become Humans again? Or is the downward spiral of corruption inevitable now, following the crash of AI hopes multiplied by Crypto scams? Can we embrace "The Fourth Turning" without tearing apart the entire fabric of our Western civilisation?
Nobody knows the future, but we know where we are going, and hungry robots, harvesting old lithium batteries from our waste bins, can become a reality much faster than a lot of people anticipate.
Now, TNR Gold is fully charged, and our Team is ready to navigate our Company towards our well-defined strategic goals for the benefit of all our shareholders.
Today, we can look at the maps together, go deeper into details and analyse the signs of life registered by our early warning systems in the Lithium Universe.
Chart by Nicholas Winton
"The TNR Gold Team delivered a 240% increase in share price during 2025. Building on this momentum, the company’s share price has risen an additional 53% year-to-date through April 6, 2026. The market responded positively to the announcement of the Strategic Investment by Altius Minerals, with TNR Gold shares trading as high as C$0.27 and closing at C$0.26, an increase of approximately 30%, following the announcement."
TNR Gold Nears First Lithium Royalty Payment Following Strategic Altius Investment
GEM Royalty TNR Gold Corp.
“TNR Gold Corp is your gateway to the green energy rEVolution and gold stability! We're building a leading green energy metals royalty and gold company, offering a unique entry into the supply chains powering the energy transition. With a 1.5% NSR royalty (of which 0.15% is held on behalf of a shareholder) on the Mariana Lithium Project in Argentina, operated by Ganfeng Lithium, and a 0.4% NSR (of which 0.04% is held on behalf of a shareholder) on the massive Los Azules Copper Project with McEwen Mining—backed by giants like Rio Tinto and Stellantis—we’re positioned for significant cash flows without the capital burden. Add to that our 90% stake in the Shotgun Gold Project in Alaska, near the Donlin Gold deposit, with 705,960 ounces of inferred gold resources, and we’re a diversified powerhouse. TNR delivers exposure to lithium, copper, silver and gold, blending blue-sky discovery with partnerships that drive value—perfect for investors seeking growth and a hedge in today’s economic cycle!”
Kirill Klip, Executive Chairman,
TNR Gold Corp.
Dear Shareholders,
I am delighted to extend my warmest congratulations to all of you today.
I am very pleased to report that we have now completed the private placement of Altius' strategic investment in TNR Gold. This important milestone marks a significant achievement for TNR Gold and underscores the continued confidence in our projects and strategy.
It gives me great pleasure to share that Mr Market has recognised our success, with TNR Gold shares closing at 25.5 cents yesterday. This represents a 50% increase year-to-date, delivered by the dedicated TNR Gold team. The strong performance builds upon the exceptional 240% increase achieved in the prior year.
We remain committed to advancing our initiatives and delivering long-term value for our shareholders.
None of this would have been possible without your unwavering support and trust in our talented Team. On behalf of the entire TNR Gold Team, I extend our deepest gratitude.
Thank you for your continued support.
Our guiding principle remains unchanged: "Solid values in uncertain times.”
Best, and stay safe.
Kirill Klip,
Executive Chairman
TNR Gold Team
We build wealth for our Shareholders.
The Mining Alliance of Trust
We build wealth for our Shareholders.
The Mining Alliance of Trust
There is no investment advice in any of our posts.
Always consult a qualified financial adviser before making any investment decisions.
Do Your Own Research.
"Altius Minerals Corporation is a prominent Canadian diversified mining royalty company. This royalty giant with a $3B market cap is made in Canada and distinguished by deep expertise and a commitment to excellence. With deep roots in project generation, relationship-building, and business nurturing, Altius stands out as a rising star in the royalty sector."
(Only publicly available information is used on this Blog and any Kirill Klip and TNR Gold social media feeds.)
"Meanwhile, following this announcement and when we do not have any material news to share with all of you, according to all legal requirements and regulations, I have significantly boosted my stake in TNR Gold by acquiring an additional 500,000 shares. I continue to increase my position. TNR Gold’s Chief Financial Officer, Maurice Brian Brooks, and John K. Davies, Chair of the Audit Committee, have recently purchased shares in the open market."
This strategic investment by Altius, combined with insider buying, positions TNR Gold to capitalise on its unique royalty portfolio and partnerships with leading operators, while advancing value creation for all shareholders.
"After months of diligent negotiations, in line with our announced Strategy of Corporate Development, we are delighted to welcome Altius, a CAN$2.9B market-cap royalty company, as a strategic investor in TNR Gold. It is a strategic, non-control position that signals confidence in our Company.We received our first "Michelin Star", and Mr Market celebrated with us this time. TNR Gold shares traded as high as 27 cents and closed at 26 cents yesterday, jumping 30% after this announcement."
The Altius team shares the fundamental values, vision, and strategic objectives of the TNR Gold team for building the Green Energy Metals Royalty and Gold Company. This strategic investment enables TNR Gold to advance the execution of our strategic plan, elevating our vision of building a new, dynamic royalty and gold company to the next level. It further reflects strong market recognition of the quality of our assets and their potential by our strategic partners.
The potential of our royalty portfolio is now well recognised across the industry, and in the next very important stage, we will tell our GEM Royalty Story to Mr Market and Institutional Investors, whose participation will help us achieve our well-defined goals.
Kirill Klip, Executive Chairman of TNR Gold stated, “We are delighted to welcome Altius as a strategic, non-controlling investor in TNR Gold. The closing of this investment enables TNR Gold to advance the execution of its strategic plan and reflects strong market recognition of the quality of our assets and their potential.”
Kirill Klip continued, “Our business model provides a unique entry point into the creation of supply chains for critical materials like energy metals, which are powering the Energy rEVolution, and the gold industry that is providing the ultimate hedge during this part of the economic cycle. Our shareholders are participating in the building of The Green Energy Metals Royalty and Gold Company. In our portfolio, we have a unique combination of assets providing exposure to different parts of the mining cycle, starting with the power of blue-sky discovery, and including partnerships with industry leaders like McEwen Inc., Ganfeng Lithium, Lundin Mining and BHP as operators on the projects that could potentially generate royalty cashflows to contribute value for our shareholders. My holding of 27,763,000 common shares in TNR Gold serves as further evidence of my deep personal commitment to the Company and strong confidence in our experienced team and its strategic development plan. We look forward to working with Altius to maximize value for all our shareholders.”
Altius commented, “This investment is consistent with our well-established strategy of patiently acquiring minority equity positions in companies that hold royalties relating to high-potential mineral resource projects. The TNR royalty portfolio includes exposure to major copper and lithium deposits. These include the world-class Los Azules copper project and the recently commissioned Mariana lithium brine project, over which Altius also holds a direct royalty interest. We look forward to working constructively with the TNR team as its royalty portfolio and business continues to advance and mature.”
"Recent mergers and acquisitions activity is generating renewed enthusiasm in the sector. The TNR Gold Team extends its congratulations to the Altius Team on this remarkable milestone for the Green Energy Metals space: the acquisition of Lithium Royalty Corp."
Ganfeng's Mariana Lithium NSR Royalty found two homes with nurturing, loving hands where it can grow for years to come.
Benchmark confirms our observations about the signs of life in the Lithium Universe: "BMI Lithium Carbonate Spot Price EXW China, Min 99.5%, Battery was $25,000 per Tonne on April 22, 2026" - an increase of 162% year on year! "EVs dominate battery demand while BESS increase its share".
"Energy storage will be driving the next chapter of Lithium demand, and humanoid robots will be coming into the picture with every headline about groundbreaking technological progress. Today, you can learn more about why I believe that TNR Gold becomes "the critical material option play without time decay" on the advance of solid-state Lithium batteries in the energy storage market for high-end applications, including electric cars and humanoid robots."
On the demand side, China is back on its exponential growth curve for electric vehicle sales. China NEV sales were up 9.7% year-on-year, reaching 1.344M units sold in April 2026.
The electric vehicles' penetration rate in China was up to 53.2% in April 2026, compared to 43.2% in March this year.
China Power Battery Installations were up 15.2% year-on-year in April 2026, reaching 62.4 GWh. Energy Storage is expected to become the new driver for the demand for Lithium batteries, while Humanoid Robots will be opening a totally new chapter for the Lithium industry.
All our observations of the growing demand for Lithium are confirmed by the new record in China's monthly Lithium battery production, which reached 183.9 GWh in April 2026, up 55.6% year-on-year!
Global energy storage additions keep setting records and driving lithium demand. Let's check the latest presentations from Albemarle, the world's largest Lithium producer.
The global share of electric vehicle sales continued to grow in 2025. China made a new record with a 55% penetration rate for EVs in November 2025.
2025 global EV sales were 22 million units, an increase of 21% year-on-year, driven by growth in China and Europe. North American EV sales represented only 10% and dipped 3% in the last year. China remains the driving force, taking over 60% of the global EV market with a solid growth of 18% Y/Y and continued strong demand. Europe's share of EV sales was 20%, and it's become a new leader in the EV space with growth of 34% Y/Y.
According to Albemarle, long-term secular growth is intact: Lithium market demand is expected to increase by over 2X from 2025 to 2030, from 1.6M T LCE to the range of 2.8M - 3.6M T LCE per year. Projected Lithium demand is expected to be plus 15%-40% Y/Y in 2026.
Global stationary storage demand was up more than 80% in 2025, with strong growth in major regions.
We had a strong start to 2026, as accelerating BESS demand more than offsets weaker EV sales in the first few months of this year. Long-term growth will be driven by stationary energy storage and EVs, while recent reductions in lithium investments and expansions may create mid-term supply risk.
"Higher Long-Term Lithium Pricing Required to Meet 2030e Demand:
$13,000/T to produce 2.5M T LCE
$15,000/T for 3.0M T LCE
> $20,000/T for 3.3M T LCE" (Albemarle)
"Today, you have the opportunity to dive into all the latest data from the Lithium industry and connect the dots before investment bankers adjust their models and investment banks build their own books for pennies on the dollar in the best Lithium plays. They will eat you at lunch again after the sell-side starts pumping up those books at multiples compared to the distressed level prices today, unloading it on retail chasing a new big thing: "AI rEVolution: The World Just Before the INTERNET - Humanoid Robots".
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