Category: Lithium
The analysis published under this category are as follows.Friday, December 10, 2021
3 Stocks To Watch As The Lithium Boom Kicks Into High Gear / Companies / Lithium
A boom in electric vehicles is expected to drive a phenomenal amount of demand for lithium, but that’s just the beginning.We’ve set out to solve global climate change, and that means electrifying absolutely everything.
It means a potential boom in electric vehicles, with BloombergNEF expecting global sales of sales to hit 5.6 million units by the end of this year.
It means a boom in energy storage solutions.
But we may not have enough metal to build it all. As a result, the hunt for battery metals has reached fever pitch, and lithium could be a big beneficiary.
We think a strong portfolio to play lithium should cover this segment from several angles, including rallying the biggest EV players, disruptive mining technology in the lithium space, and the world’s largest lithium miner.
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Thursday, December 09, 2021
New Mining Tech Could Be A Gamechanger For Lithium / Companies / Lithium
Thanks to a potentially disruptive new technology, a revolution could be on the horizon in the lithium industry.
This revolution – which could see lithium production that is faster, cheaper and more environmentally friendly – would be happening at a time when demand for lithium is extraordinarily high.
With its proprietary lithium extraction technology, this company could unlock a significant amount of potential dollar value...possibly starting with their lithium exploration properties in Thunder Bay, Ontario and James Bay, Quebec.
This company – Vancouver-based Medaro Mining (CSE:MEDA; OTC:MEDAF) – is currently flying beneath Wall Street’s radar...but the exciting potential of its lithium extraction technology means that it may not be the case for much longer.
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Wednesday, December 08, 2021
The Lithium Breakthrough That Could Transform The Mining Industry / Companies / Lithium
The lithium-technology space is in a desperate race to build a better battery in time to keep pace with an energy transition that is mainstreaming electric vehicles.
Certain companies in this space working on battery breakthroughs are soaring.
Quantumscape has gained nearly 60% in October thanks to the development progress in its solid-state lithium battery for EVs.
It’s all about coming up with a better battery that’s cheaper and holds its charge longer, and the rush to the finish line here has created no less than a “Battery Arms Race”.
But we think betting on which one of these companies will reach the solid-state commercial finish line first means nothing without serious breakthroughs in the exploration and extraction of one of the key metals that underpin the entire EV and energy storage equation: Lithium.
A lithium shortage could stall the EV push and halt the battery arms race in its tracks. As it stands, it is questionable at best whether lithium supplies can keep up with the forecast of a huge increase in demand.
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Friday, February 26, 2021
The “Oil Of The Future” Is Set To Soar In 2021 / Commodities / Lithium
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Thursday, February 25, 2021
Musk, Bezos And Cook Are Rushing To Lock In New Lithium Supply / Commodities / Lithium
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Wednesday, February 24, 2021
2 Stocks That Could Win Big In The Trillion Dollar Battery War / Companies / Lithium
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Tuesday, February 23, 2021
Lithium Prices Soar As Tesla, Apple And Google Fight For Supply / Commodities / Lithium
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Monday, February 22, 2021
The Most Exciting Commodities Play Of 2021? / Commodities / Lithium
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Sunday, November 10, 2019
Australian Lithium Mines NOT Viable at Current Prices / Commodities / Lithium
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
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
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Wednesday, October 11, 2017
Oil Breaking Out, But the Money Is Elsewhere, Lithium / Commodities / Lithium
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
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Friday, August 11, 2017
Tech Guru Unveils New Battery To Challenge Lithium-Ion / Companies / Lithium
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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Tuesday, July 11, 2017
Soaring Global Demand for Lithium Presents Triple-Digit Profit Scenario / Commodities / Lithium
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Wednesday, June 28, 2017
The Coming Battery Bonanza / Companies / Lithium
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
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
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
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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