Lithium

Re: Lithium

Postby winston » Tue Aug 22, 2017 7:22 pm

Lithium Is Getting Harder to Extract

By Laura Millan Lombrana and Jonathan Gilbert

As established players expand, some newcomers seen struggling
New mine teething problems tightening credit for projects

Rising demand for lithium used in a new breed of lightweight, rechargeable batteries caught producers of the mineral off guard.

Tesla’s gigafactory in Nevada aims to manufacture about 500,000 car batteries a year by 2018. The soft, silver-white metal is also used in cell phones.


Source: Bloomberg

https://www.bloomberg.com/news/articles ... gn=markets
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Re: Lithium

Postby winston » Sat Sep 23, 2017 5:07 pm

Best ETFs to Buy for the Santa Rally: Global X Lithium & Battery Tech ETF (LIT)

One of the best performing ETFs this year has been the Global X Lithium & Battery Tech ETF (NYSEARCA:LIT). The ETF is up a staggering 58% this year.

The reason has been the renewed love affair with electric vehicles. New policy points in the E.U and other nations to begin phasing out gasoline and diesel cars have electric vehicle demand estimates surging.

Bloomberg New Energy Finance estimates that annual global electric vehicle sales may increase from less than 1 million units this year to 24.4 million units in 2030. Analysts at Morgan Stanley had similar bullish projections.

That’s great news for LIT. Lithium demand is expected to outstrip supplies as this occurs. And as a way to play the entire lithium cycle- from mining to battery production– the ETF could continue to surge.

Source: Investor Place
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Re: Lithium

Postby winston » Thu Sep 28, 2017 5:14 pm

Peak Lithium? Not So Fast

By David Fickling

Source: Bloomberg

https://www.bloomberg.com/gadfly/articl ... aretheview
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Re: Lithium

Postby winston » Tue Jul 10, 2018 5:40 am

Is the rally in lithium a flash in the pan? Some of the battery-sceptic funds certainly think so

Bank of America Merrill Lynch is predicting “severe oversupplies” in the lithium market.

Producers may add 815,000 metric tonnes of lithium to the market by 2025, surpassing a 460,000-tonne increase in demand during that span.

The expansion in output could cause prices of lithium carbonate to plunge to US$10,000 a tonne, just over half the current average price in Asia so far this year, the bank said.


Source: SCMP

https://www.scmp.com/business/commoditi ... -certainly
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Re: Lithium

Postby winston » Fri Aug 03, 2018 10:28 am

10 Lithium Stocks to Buy Despite the Market’s Irrationality

Most lithium stocks have tumbled lately, but industry demand remains consistently upbeat

By JOSH ENOMOTO

Source: Investor Place

https://investorplace.com/2018/08/10-li ... h=nonbuyer
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Re: Lithium

Postby winston » Sat Sep 08, 2018 4:37 am

Lithium is moving into a significant surplus, with supply set to triple in the next five years while demand doubles.

Source: Bloomberg
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Re: Lithium

Postby winston » Tue Jan 29, 2019 1:58 pm

Oversold Lithium Could Be About To Rally

by Alex Kimani

A furor around anticipated new supply especially from China’s new hard-rock projects and Chilean brine mines got out whack and derailed the market.

Shares of major lithium producers and explorers including Sociedad Quimica y Minera de Chile (NYSE:SQM), Albemarle Corp. (NYSE:ALB) and Orocobre Ltd (ASX:ORE) received a severe hammering in March after Morgan Stanley forecast that Chilean low cost brine producers could add as much as 200kt per year by 2025, while expansion of China’s and Australia’s hard-rock mines could pump in another half a million metric tonnes over the timeframe.

That’s certainly a massive production ramp-up considering that global production in 2017 totaled just over 200kt.


Key lithium trends to watch in 2019 and beyond

Lithium carbonate prices will steady in 2019 before picking up steam starting 2020

Lithium hydroxide prices could soften a little bit after remaining resilient in 2018

China will become less important as a global price trend driver as demand rapidly builds up in other key markets

Miller advises investors to keep an eye on new spodumene production, particularly how quickly it can be integrated into the chemical and converter supply chain and turned into either lithium carbonate or hydroxide. A slower ramp is likely to lead to supply constraints and raise prices and vice-versa.


Source: Oilprice.com

https://finance.yahoo.com/news/oversold ... 00144.html
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Re: Lithium

Postby winston » Sat Sep 07, 2019 9:55 pm

Lithium glut far from over.

Lithium supplies could outpace demand until the early 2020s, keeping prices low until that time.

Morgan Stanley sees lithium carbonate prices from South America dropping by 30 percent through 2025.

Source: Oil Price Intelligence

https://oilprice.com/Energy/Energy-Gene ... -Over.html
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Re: Lithium

Postby winston » Mon Oct 12, 2020 9:23 am

Lithium – China
Riding On EV Momentum; Prefer Domestic Leading Players With Solid Overseas


Exposure

We foresee the EV battery industry in China and the EU continuing to grow from 2021.

In particular, the ytd pickup in the EU market is faster than expected on strong policy
support.

For battery materials, we prefer companies with strong R&D capability, funding access, sufficient capacity and, more importantly, with exposure to leading battery makers in China and overseas.

Companies that are well-positioned in the value chain should benefit: Ganfeng, Easpring, Yunnan Energy New Material, GEM and Tinci.

Source: UOBKH

https://research.uobkayhian.com/content ... 5978043842
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Re: Lithium

Postby winston » Thu Nov 05, 2020 11:14 am

Be Wary Of Lithium Americas - Just Be Wary Of Lithium

by Tim Worstall

Summary

This is to explain a conceptual problem with junior miners using Lithium Americas as a useful example and test case.

As junior miners go the company looks pretty good and there's no fault here that I can see at all. And yet.

1. Tesla is working on improvements that would reduce the amount of lithium needed to make a battery.

2. Tesla appears to be gearing up to enter the lithium mining space in an effort to control its costs. That includes new extraction methods that the automaker believes will reduce its lithium costs by as much as a third. Lithium miners reacted as you might expect, by falling sharply.


Source: Seeking Alpha

https://seekingalpha.com/article/438467 ... ent=link-7
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