RE:Investing in Lithium After Tesla’s Battery Daytiger6301 wrote:
Good article to read.
tiger
https://investingnews.com/daily/resource-investing/battery-metals-investing/lithium-investing/investing-lithium-after-tesla-battery-day/
There still is a lot of hype and otherwise half-truths and/or wishful thinking being reported here. We discussed Klein and his spod infatuation ( Argentina is unreliable) before and remarkably Lowry and Fuelling are absent from the piece.
Tiger, I don't know if it's a "good" article to read, but at least it's interesting.
Priscila looks at all the info and writes it down as statements by the people interviewed and that is correct. She doesn't evaluate the information and does not come to a conclusion.
That's up to ourselves and we can do that:
To be blunt:
EV distribution/sales will be severely hampered by the lack of Lithium chemicals.
Whatever comes online in the next three years, mines, convertors, refiners, recyclers, battery plants, will not be enough to satisfy the needs of EV OEM's.
Lithium chemicals will be the bottle neck.
The flowdiagram to get Li from clay in an economical and ecological manner wil eventually be produced, but I doubt that that will happen anytime soon or that it will include tablesalt (I may be wrong on both counts though).
Chris Berry put it nicely: “Those companies with large and scalable assets with promising mineralogy that can manage their balance sheets are going to surprise a lot of the sceptics”. Don't tell me he's not specifically talking about NLC here ;-)
Have fun.
P.S.: A long time ago (maybe even last year), I stated that we would see early 2018 prices again this year. We'll see the price-rise happening yet, albeit a bit later. Those who don't think so, maybe should consider all of the above as the nonsense it possibly is.
Perhaps my trust in Elon should be higher ;-)
(don't think so, don't think so)
Have more fun.