Category: Lithium
The analysis published under this category are as follows.
Sunday, November 10, 2019
Australian Lithium Mines NOT Viable at Current Prices / Commodities / Lithium
By: Richard_Mills
Australia’s Mineral Resources (ASX:MIN) said last week it is pausing operations at its Wodgina lithium project, a joint venture with US-based Albemarle, due to “challenging lithium market conditions.”
“Given the current challenging market conditions for lithium, the MARBL Lithium Joint Venture believes there is more value to be delivered in the long term by placing Wodgina on care and maintenance now,” MIN Managing Director Chris Ellison said, on the same day a transaction concluded giving US-based Albemarle a 60% stake in the facility, located in Western Australia.
Market conditions are difficult primarily for two reasons: low prices due to oversupply from Australian hard-rock lithium producers, most of whom sell their spodumene concentrate to China; and reduced Chinese demand for lithium, after Beijing cut EV subsidies that made electric vehicles more affordable.
Demand has also been dented by bottlenecks in Chinese chemical conversion facilities, that make lithium hydroxide from spodumene concentrate.
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Thursday, April 26, 2018
A New Lithium War Is About To Begin, Modern Gold Rush! / Commodities / Lithium
By: OilPrice_Com
It’s the modern gold rush. Around the world, the most sought-after mineral isn’t a precious metal, nor is it oil and gas…it’s lithium.
Lithium, or “white petroleum” as some call it, has become a crucial element in today’s high-tech economy.
Demand for lithium is soaring, and producers are frantically searching for new sources of supply. Prices have doubled in the last two years, rising as high as $16,500 per ton.
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Monday, April 02, 2018
This Will Be The Hottest Commodity of 2018 / Commodities / Lithium
By: OilPrice_Com
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Wednesday, October 11, 2017
Oil Breaking Out, But the Money Is Elsewhere, Lithium / Commodities / Lithium
By: The_Energy_Report
Tom Beck, founder of Portfolio Wealth Global, discusses the energy sector and highlights one commodity that he says appreciates when oil becomes overpriced.
One resource industry dwarfs the rest of them put together: energy.
The mega-shift of the 21st century is urbanization. For the first time in human history, more people live in cities than in rural areas. The consequences of this pivotal moment are attracting billionaire moguls across the globe, and they are all looking for a profit center to attach themselves to.
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Thursday, August 24, 2017
Urgent: “Double Play” Energy Profit Scenario Is Now Rapidly Unfolding / Commodities / Lithium
By: WallStreetNation
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Friday, August 11, 2017
Tech Guru Unveils New Battery To Challenge Lithium-Ion / Companies / Lithium
By: OilPrice_Com
By Tsvetana Paraskova : The rise of electric vehicles and the quest to find solutions to energy storage for the renewables industry have created a breeding ground for tech experts to develop battery technologies.
Last week, Sun Microsystems co-founder Bill Joy and the company he currently backs, Ionic Materials, unveiled a solid-state alkaline battery design that they claim would be cheaper and safer than the lithium-ion battery.
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Tuesday, August 08, 2017
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By: OilPrice_Com
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Tuesday, July 11, 2017
Soaring Global Demand for Lithium Presents Triple-Digit Profit Scenario / Commodities / Lithium
By: WallStreetNation
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Wednesday, June 28, 2017
The Coming Battery Bonanza / Companies / Lithium
By: The_Energy_Report
James Dines, author of The Dines Letter, discusses the importance of graphite in the manufacture of lithium-ion batteries and highlights one graphite company he expects to have an edge.
Lithium Batteries for Autos and Home Storage
Someday, as sneaky years whisper past, batteries will be seen to have been a crucial wave of the investing future. Uses for lithium ion batteries (LIB) are expanding and will be the main technology for mobility and stationary storage for many years to come. LIB's have been improved over the last 25 years, but it might take that long for any new battery design to pass through the development process to ensure they are safe for consumer use. Electrification of vehicles and the storage of green energy is driving massive growth in LIB cell manufacturing, forecast to increase 170% from today's current capacity of 103 GwH to 278 GwH by 2021 to meet the demands of electrification of automotive vehicles. Also, lithium batteries will be used for stationary storage in houses; they would charge with wind or sunlight present, to be consumed later. Many will buy rooftop solar along with batteries. The 2015 world market value of lithium ion batteries was $18 billion and is forecast to double to $36 billion by 2025—which we personally believe will be much larger.
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Monday, June 12, 2017
How The Smart Money Is Playing The Lithium Boom / Commodities / Lithium
By: OilPrice_Com
Lithium is the hottest commodity on the planet right now, and investors trying to profit from it don’t understand how to invest in it.
MOST ARE MAKING A CRITICAL MISTAKE and investing in the wrong companies.
That’s because, in this game, lithium GRADE is the key to profitability.
Why? First, lithium...
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Monday, February 13, 2017
Is This The Top Commodity Play For 2017? / Commodities / Lithium
By: OilPrice_Com
The sweetest spot in the Lithium rush is now definitively Chile: It’s the world’s biggest venue, and it’s about to explode as Tesla flips the switch on its battery gigafactory, Chinese-Korean investors prepare to drop $2 billion on a new Chilean gigafactory, and the government has a change of heart that has lithium at its core.
Against this backdrop, we’re not just looking at the new ‘Who’s Who’ of lithium. We’re beyond that. Now we’re looking at who’s going to advance to new production first, with the highest grades of low-cost lithium.
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Tuesday, October 18, 2016
Tesla, Apple and Uber Push Lithium Prices Even Higher / Commodities / Lithium
By: OilPrice_Com
After more than tripling in price this year, Lithium is no longer that dull commodity we take for granted in our consumer electronics: It’s the commodity powering the next, undeniable energy revolution. The tight supply picture emerging as electric cars, mega-batteries and massive energy storage solutions become the cornerstones of our lives could be on the edge of turning new lithium explorers into the next barons.
Lithium now appears to be at a crucial moment in time: The moment when profits in the industry begin to elevate market valuations, and when consolidation starts to boost gains for all those junior explorers who have been scooping up land in the world’s lithium sweet spots.
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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.