Category: Lithium
The analysis published under this category are as follows.
Friday, August 26, 2016
Could A Lithium Shortage De-Rail The Electric Car Boom? / Commodities / Lithium
By: OilPrice_Com
We’ve gone electric, and there’s no going back at this point. Lithium is our new fuel, but like fossil fuels, the reserves we’re currently tapping into are finite—and that’s what investors can take to the bank.
You may think lithium got too popular too fast. You may suspect electric vehicles are too much buzz and not enough real future. You may, in short, be a lithium skeptic, one of many. And yet, despite this skepticism, lithium demand is rising steadily and sharply, and indications that a shortage may be looming are very real.
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Wednesday, July 20, 2016
Why Lithium Will See Another Price Spike This Fall / Commodities / Lithium
By: OilPrice_Com
So far, lithium has been the hottest metal of 2016, beating out gold, with exponential demand expected over the coming years. Although the price trajectory of the metal has been subdued in recent months, the fundamentals behind the long-term trajectory suggest strong potential for long-term growth. Price doubling from 2014/2015 was first seen in China and is now being felt worldwide, with lithium hydroxide prices from $16-20 and carbonate prices from $12-14 thousand USD per ton. Read full article... Read full article...
Thursday, April 14, 2016
Tesla And Other Tech Giants Scramble For Lithium As Prices Double / Commodities / Lithium
By: OilPrice_Com
Demand for lithium -- the hottest commodity on the planet and the only commodity to show positive price movement in 2015 -- is poised to continue on its upward trajectory, becoming the world's new gasoline and earning the moniker of "White Petroleum". And the battle for market share in and around this commodity has everyone from major tech players to trend-setting investor gurus vying for a foothold.
Wednesday, January 20, 2016
Chinese Volatility Could Fuel a Lithium-Price Rocket Launch / Commodities / Lithium
By: The_Energy_Report
When China's stock market started cratering at the beginning of the year, veteran investor and newsletter writer Chen Lin was rubbing his hands in anticipation of the opportunities that would be opening up, particularly in lithium and natural gas. In this interview with The Energy Report, the author of What is Chen Buying? What is Chen Selling? shares his insights on what pushed battery-grade lithium prices up fourfold and which companies could benefit from a continued supply-demand imbalance. As a bonus, he also lists the three companies he thinks could take advantage of high overseas natural gas prices to actually return money to investors in the energy space.
The Energy Report: The year started with a very volatile Chinese stock market. Are we in crisis mode?
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Thursday, October 08, 2015
Lithium Market Set To Explode – All Eyes Are On Nevada / Commodities / Lithium
By: OilPrice_Com
While other commodities are floundering or completely collapsing in this market, lithium—the critical mineral in the emerging battery gigafactory war—is poised to explode, and going forward Nevada is emerging as the front line in this pending American lithium boom.Most of the world’s lithium comes from Argentina, Chile, Bolivia, Australia and China, but American resources being developed by new entrants into this market have set up the state of Nevada to become the key venue and proving ground for game-changing trade in this everyday mineral. Nevada is about to get a boost first from Tesla’s (NASDAQ:TSLA) upcoming battery gigafactory, and then from all of its rivals.
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Saturday, July 26, 2014
Tesla’s Gigafactory and Recent M&A Boosting Lithium Sector To New Highs / Commodities / Lithium
By: Jeb_Handwerger
Summary
- Demand is soaring for lithium as its use is growing rapidly in smartphones, tablets and electric vehicles.
- Lithium Sector on verge of a major 2014 52 Week High Breakout as Tesla announcement to build Gigafactory sparks major interest in sector.
- Major M&A activity is taking place with the recent $6 billion merger between Albemarle and Rockwood. This may be just the beginning.
- One of the largest chemical deals in history. Demand is growing fast for the electrification of the automobile.
Friday, May 09, 2014
Tesla’s Gigafactory Could Power Up Lithium and Graphite Producers / Commodities / Lithium
By: Jeb_Handwerger
Summary
- The correction in the lithium ETF may be an opportunity for long-term believers in the electrification of automobiles.
- Fundamentals are excellent as demand could double over the next 3-5 years for lithium ion batteries.
- In addition to electric cars, lithium ion batteries power our smartphones, tablets, laptops and smart grids.
- Tesla's announcement to build a factory in the Western US could be game changer for the lithium and graphite sectors.
- Lithium and Graphite miners, manufacturers and producers could rise in value exponentially.