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  1. Information from Michael Langford. Hello all, Have just arrived back in Australia after another a trip to Hong Kong. I spent the week meeting industry participants, investors in the sector and a number of my Chinese contacts, and in my opinion, if you want to understand the current state of the lithium market there are two people you want to listen; Joe Lowry @globallithium and Simon Moores (recommend getting on their twitter if you aren’t already), I’ll also humbly offer myself as a reference too. From my travels and meetings is it apparent that none of the major banks have been in Asia speaking to the people that matter, the guys on the ground. Essentially, the major banks have as much credibility right now on this topic as any other random person. I plan on providing a more in-depth update again, over the coming days. A key question in my mind is “why did the market not see the lithium shortage coming?” In my view, the Chinese and other countries are operating under the assumption that lithium is an abundant easy to extract mineral. We know this is just not true and it is reflected in the market taking below specification grade product from Mt Caitlin (high mica content) and Mt Marion (high iron oxide (Fe02) content). I believe that both of these projects will continue to prosper as the reality is there is not enough lithium to supply the market, so any lithium regardless of quality will be taken. It was not the massive increase in demand for electric bikes / electric cars / government subsidies / taxes on lead acid batteries or changes in Government policy – such as bans on petrol vehicles from 2025 in Sweden & Norway / proposed ban from 2030 in Germany. It was, in my opinion, the demand for electric buses that totally took the Chinese industry by surprise. Just like all the technology companies that change into gold, uranium, or lithium explorers on the ASX you also have companies like Ningbo Shanshan (who recently launched an unsuccessfully, Chinese Gov’t supported, US$1.5bn bid for a 30% stake in SQM) enter the white-hot battery manufacturing space. Just 2 years ago Ningbo Shanshan was a garment manufacturer, but now has 8 operating battery plants….. (Who are we signing BOA’s with again???). My understanding is Ningbo Shanshan wanted this purchase to secure lithium supply. Being a 30% holder was not going to guarantee that as supply was already locked up. Who was advising these guys???? In my opinion when you have US$1.5bn to spend and have not spent it on your first target you start looking for a different target, fast. Say hello to my friend, PLS…. In my opinion the EV sector has lost confidence in the battery sector to secure supply. The reality of Sichuan Tianqi Lithium stating in Dec 2015 they would stop supplying the general market (eg. battery makers) from Jan 2017 (I have been told it is actually Nov 2016) is becoming a reality. The EV battery sector appears to be moving strategically to secure its own supply. http://www.businesstimes.com.sg/tra...e-lithium-supply-to-curb-rising-battery-costs This has the potential to cause a doubling up on potential demand as everyone scrambles for strategic reasons. Some say that writers of the sector reports by Deutsche Bank Report / Macquarie Bank (desktop hero) / Citi Bank reports guys never actually went to China. It blows my mind that they do not even mention Optimumnano – the largest lithium ion battery maker in China, nor Ningbo Shanshan who just tried a US$1.5b bid for 30% of SQM and has 8 operating factories. They also miss: Industry lithium demand growth of 300% (cited by major battery groups) in demand 2017 and 200% in 2018; Massive increase in lithium battery related factories globally (VW US$15.5bn / Faraday US$5bn etc, etc); Government shifts towards cleaner vehicles – bans on petrol cars (numerous European countires); Continuing drop in cost of renewable energy, particularly solar; A final word on potential supply disruptions We know that Greenbushes is operating in an extremely environmental sensitive area close to mine that has numerous implications for water usage and operations. As mining goes deeper, it becomes more expensive and difficult to achieve the same output. In my view it’s entirely possible that we see delays in timing and missing of production targets for any development project, add to this the potential cost over-runs, and we have an environment where supply remains tight, and with growing demand, the value of producing and near production assets increases. Best Wishes, Michael Langford (aka Superninja)
  2. Australian Lithium Mining Companies with JORC Resources 2015 For a wider view of companies with lithium interests see: List of Australian Mining Companies with Lithium deposits/interest Disclaimer: The data on Australian-Lithium.com is intended as a guide only and is provided purely as an indication of what information can be found through official announcements. Data on this website should not be used to make an investment or trading decision. All information should be carefully cross-checked against official sources for accuracy. The publisher (Intaanetto.com) will not be held liable for any loss arising from the use of this website. Persons associated with Intaanetto hold one or more of the stocks mentioned on this page. Please note that this is a rapidly changing field and that the data contained will inevitably be out of date some of the time; meaning that you should not rely on it to make investment decisions and consequently you must do your own research. Altura Mining ASX Code: AJM ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$0.16 (range: 0.051 - 0.282) http://www.alturamining.com/ Has Lithium JORC Resource 25.16mt at 1.23% for 309,431t - Pilgangoora project Port Hedland-Pardoo-Marble Bar: Shallow, hard rock spodumene lithium (Li) deposit. http://alturamining.com/?page_id=131 ===== Galaxy Resources Ltd ASX Code: GXY ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$0.62 (range: 0.135 - 0.695) http://www.galaxyresources.com.au/ Has three Lithium JORC Resource Mount Caitilin, Ravensthorpe - Western Australia ~Contained Li2CO3 171,500t, Tantalite 2,555.875 t (Jan 2010) 15MT ore at 1.08% Lithium Oxide, Tantalite 161ppm - Sal De Vida - Argentina ~ A maiden JORC-compliant Reserve estimate of 1.1 million tonnes of retrievable lithium carbonate equivalent and 4.2 million tonnes of potassium chloride (potash or KCI) equivalent.... Galaxy controls 100% of the brine mineral rights over more than 385 square kilometres on the eastern half of the Salar del Hombre Muerto. The western half of the Salar is the site of Argentina’s only commercial scale lithium mining operation owned by Minera del Altiplano, a subsidiary of FMC Corporation. The Fenix operation has been producinglithium since 1997 and according to FMC’s website has a mine life of over 75 years. James Bay, Canada ~ Contains indicated resources of 11.75 million tonnes grading at 1.30% Li2O and inferred resources of 10.47mt grading at 1.20% Li2O. ===== Orocobre Ltd ASX Code: ORE ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$4.48 (range: 2.18 - 5.05) http://www.orocobre.com.au/ Argentina, South America. In late April, Orocobre reported a maiden resource at Olaroz of 350 million kilolitres of brine at 800 g/kL Li and 6,600 g/kL K, equivalent to 1.5 Mt of lithium carbonate and 4.4 Mt of potassium chloride. Then in early May, the company advised that it had completed a scoping study over the project. The study revealed potential to develop a long life operation with production of 15,000 tpa lithium carbonate and 36,000 tpa potash. The resource base had potential to support future expansions and there was further exploration potential beneath the current resource. Testing resulted in attractive lithium and potassium grades and low magnesium. Capital costs were in the range of US$80 - 100 million with low cash operating costs. The completion of a BFS had also been factored in and was estimated to costs US$2 million and be completed by mid-2010. The company had committed to completion of the BFS. Lithium brine Mg:Li ratio of 2:1 ===== Neometals Ltd ASX Code : NMT ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$0.395 (range: 0.155 - 0.52) http://www.neometals.com.au/lithium.php Mt Marion, Western Australia ~ Current JORC-compliant resource of 14.8Mt @ 1.3% Li2O. (Neometals 70% and Mineral Resources 30%) ===== Pilbara Minerals Ltd ASX Code: PLS ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$ 0.545 (range: 0.305 - 0.87) http://www.pilbaraminerals.com.au/ PLS’s flagship asset is its Pilgangoora Lithium Project in WA. The company to date has determined a JORC Resource of 80.2Mt at 1.26% Li2O, equivalent to 1.7Mt of contained LCE. Pilgangoora is the world’s 2nd largest hard rock lithium deposit, ranking only behind the world class Greenbushes mine. Compared to other emerging hard rock lithium producers, Pilgangoora ranks above average in terms of size, grade, and costs, as well as demonstrating favourable metallurgy to date
  3. Check out @SIMVEST's Tweet: https://twitter.com/SIMVEST/status/816180816048889856?s=09 Check out @ML_SuperNinja's Tweet: https://twitter.com/ML_SuperNinja/status/815840154833207296?s=09
  4. Company Links Producers: Lithium Hydroxide Market Overview, Cost Structure Analysis, Growth Opportunities and Forecast to 2021 By prity.c@absolutereports.com | January 11, 2017 Lithium Hydroxide Market analysis is provided for global market including development trends by regions, competitive analysis of the Lithium Hydroxide market. Lithium hydroxide is a compound formed of the white, soft metal lithium bound to a hydroxide group with the formula LiOH. It is commercially available in anhydrous form free of chemical bonds to water, though it is a hygroscopic chemical by nature that is also sold in monohydrate form as LiOH H2O. Browse more detail information about Lithium Hydroxide market report at: http://www.absolutereports.com/global-lithium-hydroxide-market-by-manufacturers-regions-type-and-application-forecast-to-2021-10515606 Market Segment by Manufacturers, this report covers FMC SQM Rockwood Simbol Tianqi Lithium Jiangxi Ganfeng Lithium Zhonghe GRM HAOXIN LIYAN General Lithium Scope of the Report: This report focuses on the Lithium Hydroxide in Global market, especially in North America, Lithium Hydroxide Market in Europe and Asia-Pacific, Lithium Hydroxide Market in Latin America, Lithium Hydroxide Market in Middle and Africa. This report categorizes the market based on manufacturers, regions, type and application. Market Segment by Regions, regional analysis covers North America (USA, Canada and Mexico)Europe (Germany, France, UK, Russia and Italy)Asia-Pacific (China, Japan, Korea, India and Southeast Asia)Latin America, Middle and Africa.
  5. Twitter Links: Strategic Partner #Ganfeng Lithium To Increase Equity Ownership In International #Lithium. https://t.co/33wTo840KK #ILC $ILC.v $TNR.v #Li #TheSwitch The International #Lithium “battery grade” and global material producer #Ganfeng advantage Chile's $SQM $30 mil U.S. penalty. It will be longer than the market expects to develop #lithium resources #Chile. https://t.co/RwDeu8p1RO The battery megafactories are coming. 166GWh of new capacity and counting. Industry was 70GWh output in 2016 @benchmarkmin tracking them. Norway's capital has just temporarily banned diesel cars from its streets https://t.co/qgv5cYo7m7 @NVEnergyMetals @KirillKlip +100 #EnergyStorage #Lithium #GigaLithium #GridStorage + #Battery Storage For #Utility Off-Peak #OverGeneration This island in American Samoa now runs on nearly 100% solar energy thanks to 5,300+ solar panels & 60 Tesla Powerpacks https://t.co/65Jm8rvXs9 In a Tesla + SolarCity future every home can go solar https://t.co/lQEBCyUr6h "98% of our electricity comes from solar panels & Powerwall." @gilmoremermoz https://t.co/EPLyeb7Ivhmoo Solar roof glass tile vs. conventional roof tile https://t.co/AnGWJ07jub Tesla owners break EV record by reaching the Tibetan Plateau, world’s highest plateau at ~4,500 m altitude https://t.co/hlcDmp2fjn #Lithium City & Wall Steet Traders got notice of something NEW W a "growth from $1 Billion to $4 Billon overnight." https://t.co/cTnzYAx58Y $RMX in Breakout at 3.9c while $GPP keeps falling $RMX more growth $12mMC $2mCash #lithium in Utah Run just starting! #ASX #trading https://t.co/goANOIdddJ Is There Enough Lithium to Maintain the Growth of the Lithium-Ion Battery Market? https://t.co/i7MyMb9xS7 https://t.co/Mghia14wTR'>https://t.co/Mghia14wTR Is There Enough Lithium to Maintain the Growth of the Lithium-Ion Battery Market? https://t.co/i7MyMb9xS7 https://t.co/Mghia14wTR Dear @BillGates > $1 billion of capital is needed for #lithium resources to support the battery mkt. $LAC $GXY $PLS https://t.co/JLBxLnu3nY Two names to avoid for #lithium analysis @business and @Macquarie. $TSLA $ALB $FMC $SQM https://t.co/3Sz8IxhFW0 #MutualAppreciation > for #lithium insight like no other follow veteran industry expert @lowryjp #battery #batteries #InternationalLithium – the #Chinese bet on #salares https://t.co/gYIM3KdCRx $ILC.V #lithium #Ganfeng #ILC #Argentina #supplychain #China https://t.co/P8alHg8qR8
  6. IMPORTANT Chart below says it all #EV #production # growth. Winners are #lithium asset owners. $PLS $BGS $AJM are my picks 2017 BOOM. https://t.co/9olF0a481g @kelvincorbett @china #spodumene Shanxi province. $Chengtun has a #lithium mine & processing plant. Lithium deposits all small scale. Boom Warren Buffett's #BYD Tops 10,000 #EVs Sales For The Fifth Month In A Row With 73% Growth From 2015. https://t.co/ovQYfwce2g #Lithium #ILC https://t.co/qomcs84H6r BYD has been officially recommended to supply 50 ebuses to Argentina. To better satisfy market demands, BYD plans to build a local plant. https://t.co/VZKeh8lrol China's BYD to get new line of credit to expand new energy business in Brazil, producing more e-buses,solar panels. https://t.co/u9NDHQI7ww BYD President and Chairman Wang Chuanfu presents the Adaptation Plans and Assessment Award to the Mayor of Paris @Anne_Hidalgo Hidalgo https://t.co/0HM4aqkuDD BYD President and Chairman Wang Chuanfu signs the electric bus order with Patricia de Lille, Mayor of Cape Town #Cities4Climate #C40Awards https://t.co/9vqTveBPC5 #BCN in advanced negotiations with significant Asian offtake partner for battery grade lithium - rapid market growth #aim #lithium #invest #Audi to launch 5 new electrified models in #China, including one with 500km of range https://t.co/EvEkgp63sS https://t.co/irXT6noawW
  7. We have just discussed the BMI Lithium Index showing that lithium prices are strengthening again. Now you know why it is happening. BMI Lithium Index is weighted by volumes of Lithium Carbonate and Lithium Hydroxide and gives you the real picture of the supply chain for high-tech applications like batteries. Lithium Hydroxide is used to make cells for the lithium batteries like Tesla is using made by Panasonic now. International Lithium's Strategic partner Ganfeng Lithium supplies Panasonic and BYD among many other battery makers in the Electric Car space. Now you have the picture ... > Lithium Carbonate - to Aug.2016 / source: https://licoenergymetals.com/lithium/ BYD backed by Warren Buffet is solidly in the lead in the lithium race in China this year. All in all new record of 43,441 electric cars sold in China in November must be put in the perspective. It took GM 7 years to sell 100,000 Chevy Volts from 2009! Two BYD electric cars are leading the sales in China: BYD Tang with 29,895 and BYD Qin with 21,047 units sold respectively. BYD has 4 of its EVs among the top-selling electric cars in China with BYD e6 18,077 and BY e5 13,219 sold by the end of November. And now we can see what I was talking all this year about. China is the Centre of the Lithium Universe now. BYD already sold 92,375 electric cars by December 2016! What took GM 7 years, will be done by BYD in China in just 1 year. We also have a very healthy new dynamic in China EVs sales now: Zotye Cloud EV is taking the first place in sales in November with 5,024 units, followed by Geely Emgrand / Dorsett EV with 3,799. Actually, BYD is not among top 5 best selling electric cars in China in November at all. We have the emerging competition in the EV space when the quality and price metrics will be driving the coming tide. The Switch will happen so much faster than anybody is expecting now. There are 25 companies in China which are making 51 models of electric cars in China now. EV sales in China are going exponential now: up 36% from the last October and 56% year over year, pulling the plug-in market share to a record 1.4%, above the Europe (1.2%) and U.S. (1.1%). Now you can better understand what is coming next: China is pushing for Zero Emissions Mandates with EVs reaching 8% of all new cars sales by 2018 and 12% by 2020! The Chinese electric cars market is the largest in the world now and will reach over 350,000 new electric cars in 2016 with total fleet of 650,000 estimated by the year end (The whole world had just 1.3 million on the roads in early 2016), it will be followed by Europe with 630,000 and by the U.S with 560,000. It is very important to note that we are talking here only about electric cars. To be precise EVs include electric buses and other utility vehicles like trucks. We are getting very close to my magic 1 million EVs sold just in 2016 and 2 million units in EV fleet on the world's roads. This is what I call The Switch: last 12 months we have almost doubled the amount of EVs in the world. It took us all our history to make first million of electric cars before 2015 and only 12 months to double that amount now. Read more. Electric rEVolution: BMI Lithium Price Index In December Shows Prices Strengthening. "I will throw a few numbers just to give you a teaser here. The rest is on this blog for those who are ready to learn. The cost of Lithium in your iPhone is $1 dollar, in Tesla's Lithium battery cost of Lithium is 2-3% in the price of the finished product. We are in a generational shift 2 to 7,000: 2 is the number of the batteries in your father's remote control, more than 7,000 is the number of lithium batteries in Tesla Model S. It takes 63 kg of LCE (Lithium Carbonate Equivalent) to build Tesla Model S 70 kWh battery. Every 1% increase in sales of Electric Cars as part of total auto sales brings new demand for 70,000 t of LCE. Total production last year was 160,000 -180,000 t of LCE. During all our humankind history 1,000,000 EVs were sold before 2015. This year alone we can get 1,000,000 electric cars sold. Worldwide we are still close only to 1% of Electric cars in total auto sales. BYD - EV auto Kiril Klip
  8. Australian Lithium Mining Companies with JORC Resources 2015 For a wider view of companies with lithium interests see: List of Australian Mining Companies with Lithium deposits/interest Disclaimer: The data on Australian-Lithium.com is intended as a guide only and is provided purely as an indication of what information can be found through official announcements. Data on this website should not be used to make an investment or trading decision. All information should be carefully cross-checked against official sources for accuracy. The publisher (Intaanetto.com) will not be held liable for any loss arising from the use of this website. Persons associated with Intaanetto hold one or more of the stocks mentioned on this page. Please note that this is a rapidly changing field and that the data contained will inevitably be out of date some of the time; meaning that you should not rely on it to make investment decisions and consequently you must do your own research. Altura Mining ASX Code: AJM http://www.alturamining.com/ Has Lithium JORC Resource 25.16mt at 1.23% for 309,431t - Pilgangoora project Port Hedland-Pardoo-Marble Bar: Shallow, hard rock spodumene lithium (Li) deposit. http://alturamining.com/?page_id=131 Galaxy Resources Ltd ASX Code: GXY http://www.galaxyresources.com.au/ Has three Lithium JORC Resource Mount Caitilin, Ravensthorpe - Western Australia ~Contained Li2CO3 171,500t, Tantalite 2,555.875 t (Jan 2010) 15MT ore at 1.08% Lithium Oxide, Tantalite 161ppm - Sal De Vida - Argentina ~ A maiden JORC-compliant Reserve estimate of 1.1 million tonnes of retrievable lithium carbonate equivalent and 4.2 million tonnes of potassium chloride (potash or KCI) equivalent.... Galaxy controls 100% of the brine mineral rights over more than 385 square kilometres on the eastern half of the Salar del Hombre Muerto. The western half of the Salar is the site of Argentina’s only commercial scale lithium mining operation owned by Minera del Altiplano, a subsidiary of FMC Corporation. The Fenix operation has been producinglithium since 1997 and according to FMC’s website has a mine life of over 75 years. James Bay, Canada ~ Contains indicated resources of 11.75 million tonnes grading at 1.30% Li2O and inferred resources of 10.47mt grading at 1.20% Li2O. Orocobre Ltd ASX Code: ORE http://www.orocobre.com.au/ Argentina, South America. In late April, Orocobre reported a maiden resource at Olaroz of 350 million kilolitres of brine at 800 g/kL Li and 6,600 g/kL K, equivalent to 1.5 Mt of lithium carbonate and 4.4 Mt of potassium chloride. Then in early May, the company advised that it had completed a scoping study over the project. The study revealed potential to develop a long life operation with production of 15,000 tpa lithium carbonate and 36,000 tpa potash. The resource base had potential to support future expansions and there was further exploration potential beneath the current resource. Testing resulted in attractive lithium and potassium grades and low magnesium. Capital costs were in the range of US$80 - 100 million with low cash operating costs. The completion of a BFS had also been factored in and was estimated to costs US$2 million and be completed by mid-2010. The company had committed to completion of the BFS. Lithium brine Mg:Li ratio of 2:1 Neometals Ltd ASX Code : NMT http://www.neometals.com.au/lithium.php Mt Marion, Western Australia ~ Current JORC-compliant resource of 14.8Mt @ 1.3% Li2O. (Neometals 70% and Mineral Resources 30%) Pilbara Minerals Ltd ASX Code: PLS http://www.pilbaraminerals.com.au/ PLS’s flagship asset is its Pilgangoora Lithium Project in WA. The company to date has determined a JORC Resource of 80.2Mt at 1.26% Li2O, equivalent to 1.7Mt of contained LCE. Pilgangoora is the world’s 2nd largest hard rock lithium deposit, ranking only behind the world class Greenbushes mine. Compared to other emerging hard rock lithium producers, Pilgangoora ranks above average in terms of size, grade, and costs, as well as demonstrating favourable metallurgy to date
  9. Portfolio?Despite the rapid growth of the lithium-ion battery market, interest in lithium stocks appears to be far outpacing the market realities for the material. Maxx Chatsko Dec 23, 2016 at 8:09AM IMAGE SOURCE: GETTY IMAGES. The case for lithium stocks seems simple enough. The world is adding new portable electric devices at an incredible pace. Just about every major automaker has at least announced plans for introducing an electric vehicle to the market within a matter of years. A little company calledTesla is moving forward on construction of a Gigafactory that will produce an enormous number of batteries for autos and home-scale energy storage -- it expects to produce as many lithium-ion batteries in 2018 as were manufactured on the whole planet in 2013. Phones, laptops, power tools, wearables, drones -- it seems everything and anything is taking advantage of advances in lithium-ion technology. That means lithium stocks belong in your portfolio, right? As is usually the case, the details of the market make this simple argument a little more complicated. Here are a few things investors will want to consider before throwing money at the companies supplying this headline-grabbing metal. The lithium market by the numbers Everyone thinks of batteries when they think of lithium. However, while that is by far the fastest-growing use for the metal, batteries only account for about one-third of the total lithium market. They only became the largest category of consumption last year, when they moved ahead of ceramics and glass. IMAGE SOURCE: USGS. Counterintuitively, global production of lithium ore hasn't grown all that much in recent years, although mining companies are planning on major output increases in the near future. The U.S. Geological Survey concluded that 2013 output topped out at 34,000 metric tons, then fell to 31,700 metric tons in 2014. Production of raw ore is estimated to have grown by just 500 metric tons in 2015. Sluggish production growth is not a matter of scarcity. Global output could triple and known reserves would still last about 135 years. The question is whether or not lithium suppliers can keep up (more on that below) with rising demand. This should be the focus of investors interested in lithium stocks. Lithium market structure There are plenty of tiny, zero-revenue stocks out there claiming to have vast reserves of untapped lithium ore. These are the crazy Uncle Joes of the market. Smile, nod, and then turn your attention to the suppliers with real market share. Albemarle Corp. (NYSE:ALB), Sociedad Quimica y Minera de Chile (NYSE:SQM), and FMC Corp. (NYSE:FMC) own a combined 70% of the global lithium market. China's Tianqi Lithium owns another 16%. These diverse specialty chemical companies buy up the rights to unmined lithium and convert it into more refined grades that are suitable for downstream customers, such as battery manufacturers. These companies are only real way to gain exposure to the market. There is no reliable pure play lithium stock. Why not? Mining lithium is an awfully slow and laborious operation. Consider that some 80% of global lithium reserves are to be found in salt brines in South America, namely Chile and Argentina, with over half of the world's reserves residing in the former. Getting the raw lithium out of brine requires multiple concentration, extraction, and purification steps to separate out various other metal impurities. The first step alone -- solar evaporation ponds -- takes four months. The next several steps are energy and consumable intensive, which hikes the cost of production. IMAGE SOURCE: OUTOTEC. To put it another way: Uncle Joe isn't going to make it in lithium mining. The process is long and expensive, which prevents suppliers from responding rapidly to shifts in demand. Only large companies such as Albemarle, SQM, and FMC have the financial power to withstand volatility, diversify their supply chains, and make the necessary investments to create high grade lithium materials for industrial customers.
  10. Now that I've convinced you to stay away from microcap lithium stocks, you're ready to load up on the blue chips. After all, the growing demand for batteries and the sluggish rises in raw ore output (a year-over-year increase in output of just 500 metric tons) must give the four major market players the upper hand in negotiating supply deals with battery manufacturers, right? Sort of. ALB DATA BY YCHARTS It goes without saying that lithium is pretty important in lithium-ion batteries. But, counterintuitively, the lithium does not have a significant impact on the cost of lithium-ion batteries. In fact, it's actually the smallest mass and cost component of the battery cells. Earlier this year, two researchers at Carnegie Mellon University did a study that played around with the price of lithium carbonate (raw lithium ore), using a base price of $7.50 per kilogram. Dropping the price to $0 and increasing it to $25 per kilogram -- an increase of 233% -- changed the cost of batteries by less than 10%. In other words, there isn't much bargaining power to gain from keeping the market undersupplied, but the lengthy production process for lithium has kept supply lagging behind demand in the last several years. That has resulted in rising prices, which have been a boon for the Big Four in 2016. Here's how lithium contributed to the finances of Albemarle and FMC for the first nine months of 2016: Metric Albemarle FMC Revenue, lithium $689.9 million* $193.5 million % of Total Revenue 34.8%* 8% Income, lithium $186.3 million (net income)* $48.9 million** % of Total Income 32.6% (net income)* 12.1%** *INCLUDES OTHER MATERIALS. **INCOME BEFORE TAXES. SOURCE: SEC FILINGS. In its financial reports, Albemarle lumps lithium sales in with other advanced materials it sells, but lithium is clearly driving the segment. The year-over-year sales increase for the segment was all from favorable conditions in the lithium market, which offset declining revenue from other products. FMC has seen a significant leap in lithium sales compared to 2015, too, and has announced major expansion plans to increase output before the end of the decade. Keep in mind that the lengthy production process is a double-edged sword. If demand for raw lithium suddenly craters, perhaps in a global economic downturn or from the emergence of new mining technology, then major suppliers will be nearly two quarters behind the market's appetite. A similar scenario could unfold if other major mining or chemical companies decide to invest in production or the overall supply chain. Either case could crash prices and the income statements of lithium stocks in one fell swoop. That doesn't appear likely at the moment, but similar scenarios have played out many times in commodities markets when no one saw it coming in advance. (See: fertilizers, crude oil, and the like.) Do lithium stocks belong in your portfolio? Investors will want to take the issues outlined above into consideration before making a decision to gain exposure to lithium, either directly through a supplier such as Albemarle or indirectly through an ETF. In the end, the lithium market is more complex than most people realize. I'm firmly in the camp that thinks lithium stocks are simply the flavor the week for Mr. Market and do not represent a long-term buying opportunity. Perhaps when supply chains mature and prices reach more of an equilibrium, I'll reconsider my position. But for now, lithium stocks do not belong in my portfolio. History reveals potential Trump gold mine for 2017 We aren't politicos here at The Motley Fool. But we know a great investing opportunity when we see one. Our analysts spotted what could be a $1.6 trillion opportunity lurking in Donald Trump's infrastructure plans. And given this team's superb track record (more than tripling the market over the past decade*), you don't want to miss what they found.
  11. Lithium×Mining×Penny stocks×Lithium Producers×Chinese Lithium Investors×Chinese Lithium Processors×Lithium Hydroxide×Lithium carbonate×Brine Lithium×Spodumene Lithium× Lepidolite× Mica× Welcome to Australian Lithium Global lithium resources are estimated to be 39 million metric tons (MT) Lithium is mined from three types of deposits: brines, pegmatites and sedimentary rocks. Continental brines and pegmatites (or hard-rock ore) are the main sources for commercial lithium production. Lithium minerals containing lithia (Li2O), such as spodumene, petalite and lepidolite, are mined from open-cut and underground mines, with the largest producers being Australia, China, Zimbabwe and Canada. Lithium-rich brines from salt lakes are located in the Andes of Chile and Argentina and in the Himalayas of China. Australia currently has 14 ASX listed companies with Lithium deposits with four ASX listed companies with JORC compliant resources and is one of the world's top two producers acccording to the U.S. Geological Survey 2013. Lithium is the lightest of all metals, silvery-white in color, soft and highly reactive and is thought to have been synthesized in the "Big Bang". Lithium because of it's reactivity only exists naturally on Earth as chemical compounds usually in "Brines" or "Pegamites". Points of Interest/Controversy Is there adequate lithium in current reserves and resources to meet future world demand?Future electric cars may migrate towards some form of lithium battery due to a number of perceived advantages over NiMH and other alternatives.The lithium battery seems superior to the nickel metal hydride (NiMH) and other alternatives in terms of performance, durability and cost. Australian Lithium is an independent website dedicated to furthering interest and discussion about the Australian lithium mining and export industry. Search for: lithiumCAPE RANGE LIMITEDASX : CAGCAPITAL MINING LIMITEDASX : CMYPLATYPUS MINERALS LTDASX : PLPALTURA MINING LTDASX : AJMMARINDI METALS LTDASX : MZNLITHIUM AUSTRLIA NLASX : LITEAGLE NICKEL LIMITEDASX : ENLLITHEX LIMITEDASX : LTXGALAXY RESOURCES LIMITEDASX : GXYBIRIMIAN GOLD LTD.ASX : BGSOROCOBRE LIMITEDASX : ORENEOMETALS LTDASX : NMTPeninsula MinesASX : PSMCOBRE MONTANAASX : CXBTRAKA RESOURCES LIMITEDASX : TKLPILBARA MINERALS LTDASX : PLSRENASCOR RESOURCESASX : RNU ℹ️ 'Massive growth in demand' says PM #lithium #ASX200 #ausbiz #renewables #China #energystorage #electricvehicles ▶️https://t.co/MnemdWeTBy https://t.co/jdr126K3EB
  12. Twitter links to Lithium. Check out Lithium Power (@LithiumPowerLPI): https://twitter.com/LithiumPowerLPI?s=09 Check out Corporate (@lithiumworld): https://twitter.com/lithiumworld?s=09 Check out Lithium Technologies (@LithiumTech): https://twitter.com/LithiumTech?s=09 Check out Kirill Klip (@kirillklip): https://twitter.com/kirillklip?s=09 Check out InternationalLithium (@ILCtsxv): https://twitter.com/ILCtsxv?s=09 Check out Lithium News (@INN_Lithium): https://twitter.com/INN_Lithium?s=09 Check out Halmek Lithium (@PYasev): https://twitter.com/PYasev?s=09
  13. Hi Everyone. I was recently in Hong Kong and met Dr Bubb. After talking for sometime He invited Me to post in GEI about Australian Lithium Mining companies. My background in Lithium is that I have been investing in the Australian Stock Market Lithium companies for the last two years. I have invested in AGY,AJM,DKO,GXY,KDR,LRS and PLS. Im currently only invested in LRS. I dont claim to be a Lithium Investment guru. However I will provide links to people with specific Lithium knowledge. I will be posting about the companies that Ive invested in and information links to the other companies and relevance of Lithium as an investment. Looking forward to other posters and discussions in this topic. Kelvin Corbett. Attachment: Lithium Companies.
  14. Hi Everyone. I was recently in Hong Kong and met Dr Bubb. After talking for sometime He invited Me to post in GEI about Australian Lithium Mining companies.see attachment. My background in Lithium is that I have been investing in the Australian Stock Market Lithium companies for the last two years. I have invested in AGY,AJM,DKO,GXY,KDR,LRS and PLS. Im currently only invested in LRS. I dont claim to be a Lithium Investment guru. However I will provide links to people with specific Lithium knowledge. I will be posting about the companies that Ive invested in and information links to the other companies and relevance of Lithium as an investment. Looking forward to other posters and discussions in this topic. Kelvin Corbett. ============ (In edit: Message from DrBubb): I much appreciate this new thread, and the opportunity to communicate with KC through the GEI website. For those interested in the situation for international Lithium-related stocks, there is another thread you may also want to visit. There are some charts there, for stocks like LIT (the Lithium sector etf), and SQM, etc.: In the posts below, I will add some charts on the Australian stocks, which can be updated with a click, like this one: (Btw, this chart shows that there is likely to be strong resistance at $26. It will be interesting to see if many of the stocks in the Lithium sector encounter strong resistance at the same time.) > The Lithium Thread (etf: LIT) Global X Lithium ETF / LIT ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / composition: 15 stocks (94.5%)
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