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mercoledì 29 luglio 2015

Stafford: Warren Buffett and Elon Musk to spark a lithium boom




Warren Buffett and Elon Musk to spark a lithium boom
By James Stafford, Oilprice.com | July 29, 2015

attery manufacturers across the board are moving to lithium because it has the highest electric output per unit weight. And nowhere will this demand soar more than with the production of hybrid, plug-in hybrid and electric vehicles used by everyone from Toyota (NYSE:TM), Honda (NYSE:HMC), Nissan (NYSE:NSANY), Renault (EPA:RNO), and Mitsubishi (NYSE:MSBHY), to Ford (NYSE:F), Chevrolet and GM (NYSE:GM). And of course Tesla Motors. Without lithium, there will be no gigafactory. In fact, this factory alone will need 15,000 tons of lithium carbonate a year just to get started.

(...) According to Credit Suisse, the lithium industry is "poised for significant volume growth," which could lead to shortages of supply. As a result producers of lithium are set to enjoy significant earnings throughout the decade.

(...) Currently, lithium is not traded as a commodity; rather, it is managed through a kind of oligopoly situation where there are three or four major suppliers globally and they have rather successfully managed supply and demand for lithium over the past decades. Because of this, everything is priced on a contract basis.

(...) not all lithium is equal. It's sold in different types for different prices. For instance, lithium carbonate sells for around $6,000 per ton and is used to make some of the materials for new battery technology. However, many of the new battery technologies—particularly those used by Tesla—use lithium hydroxide as the starting material, which trades at around $2,000 more per ton than lithium carbonate.

And lithium found in salty water, or brines, is by far the most cost effective. According to Dr. Robinson, "brine is the best way to produce lithium because it's so cheap, as nature has done all the hard work in rendering the lithium into a form that is easy to extract from the ground. All you have to do is drill a few wells and pump the liquid brine." (ecc...)

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Confuso e pericolosissimo, fatto di piccolissime realtà, l'azionario su litio

http://www.miningfeeds.com/lithium-mining-report-all-countries

https://www.google.com/finance?q=lithium&ei=9T25VdmSDIuBsAHguJnADw

https://www.google.com/finance?cid=8161043

 

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