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Tesla: EV manufacturer, now lithium miner?
A push into mining is at the centre of Tesla’s plan to cut battery costs and deliver on a promise to bring a USD25,000 electric vehicle to market Taking control of the supply chain Tesla’s decision to make its own battery cells, and to enter production of battery cathodes and associated raw materials, is intended […]
Raw materials make up the lion share of NCM811 lithium cathodes’ costs
Earlier this week, we published an article on the circular economy and possible shortcomings. The European Union, as well as other economies stress the importance of recycling as an alternative to primary production of key raw material inputs for the lithium battery sector. Focusing on the EU in particular, if the EU Commission’s new […]
Analysis of lithium’s inclusion on the EU critical metals list
On 1 September, the EU revealed that it included lithium on its updated list of critical metals. Three days later, the European Commission announced the launch of a new industry alliance, with the aim of building a complete EU supply chain for raw materials like lithium which are considered critical for the region’s digital and […]
America Seeks Supply Security – How To Benefit
At the forefront of the North American mining conversation is the US government’s emphasis on securing domestic supply of critical minerals and ending reliance on China. The Trump administration’s over arching policy is “America First,” and while so far the results are not amazing, they have attempted to balance the trade relationship with China […]
? Scale in battery production may offset low oil for EVs
The company made a lithium discovery a little over two years ago, advanced it through two resource studies and preliminary economic assessment that was released about two months ago. “The uranium market is starting to shape up to be that structural change that people were looking for because uranium for additional reactors is […]
American Lithium Corp. benefits from location and shallow deposits
Ease of processing shallow, ingrained lithium provides scalability and cost advantage over other mines. Supply and demand location advantage: Tesla Gigafactory is 3-hours away, electricity is next door, acid rail heads a hundred miles away (natural gas), sulphuric acid (caustic soda) comes in from Wyoming. We will see an even bigger push towards a […]
Could You Cope With Smartphone Rationing?
This article first appeared in BBC News and was written by Ian Hardy, BBC’s Technology of Business Reporter A number of metals are crucial components in a range of technologies, from smartphone batteries to electric cars. So could a market shortage and […]
Galaxy Begins Shipping Lithium from Mt. Cattlin
This article first appeared on InvestorIntel on the 12th December 2016. It features some of my thoughts on Galaxy Lithium and the latest shipping from Mt. Cattlin. 16 November– Galaxy Resources Limited (ASX: GXY) (“Galaxy”) commences ore commissioning and lithium concentrate production 22 November – Galaxy awards Mt. Cattlin Mining Contract 29 November– Galaxy nominates first […]
Market Study Of The Lithium Market
Overview Core Consultants was commissioned to author an indepth market study on the lithium market. Methodology This report was completed as a hybrid between a desk-top study and interviews with market participants. The report covered demand by end users, supply by regions and provided a price outlook. Our Recommendation At the time the first report was published, […]
Lithium Project Roundup
We track the latest progress in key lithium projects over the last week: Enertopia Corporation (ENRT-OTCQB) revealed that it closed the definite agreement for the acquisition of the Central Nevada Lithium Brine Project. The claims are subject to a 1.5% NSR from commercial production with the Company able to buy back the NSR at a […]