Size Seems to Matter in the Lithium Universe
Contrasting quarterly reports this week from lithium producers Albemarle and Livent, with the former experiencing its biggest year ever while the latter is struggling a little.
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Britishvolt Collapse a Potential Shock to the System
A cautionary note for the lithium and renewables sectors from Britain where the country’s much-heralded ambitions to be part of the transition could be on the rocks.
Read MoreSwings and Roundabouts in the Lithium Space
How will Core Lithium’s problems with its trumpeted Tesla contract and a surprise in the latest Pilbara Minerals quarterly report affect the local lithium space over oncoming weeks?
Read MoreC29 Metals (ASX:C29) secures option agreement in Lithium Triangle
C29 Metals Limited has signed an option agreement to acquire 80% of two exploration licences located within the world-renowned South American Lithium Triangle.
Read MoreSOP v Lithium: Similarities, Differences, Synergies
Lithium and Sulphate of Potash are two key elements in the transition to renewable energy – but what are their similarities, their differences, their synergies?
Read MoreBiden Renewables Grant a Handy Windfall for Locals
The stead of Australian companies in the global renewables business has been confirmed by the $US2.8 billion in grants from the Biden administration announced yesterday.
Read MoreLithium Price Action Remains Strong for Pilbara Mines
Strong demand for lithium has seen Pilbara Minerals accept a bid for a spodumene concentrate cargo ahead of the next auction on its battery material exchange.
Read MoreMagnis Pursuing Vertical USA Integration
Senior Analyst Di Brookman has released an updated report on Magnis Energy Technologies, which is now available for download from the Corporate Connect website.
Read MoreA Leisurely Drive Around the EV Space
A typically frenetic week just past in the lithium and EV space with a whole host of news from around the globe, which we have gathered here for you in one handy piece.
Read MoreA Primer on Critical Minerals & Rare Earths
Critical minerals and rare earth elements will have a profound impact as key ingredients in the movement toward renewable energy – but what exactly are they?
Read MoreGreen for Go Across the Lithium Universe
The revisions to previous forecasts in the September Resources and Energy Quarterly this week from the Federal Department of Industry tell the story about the gathering boom in lithium.
Read MoreOz Trade Riding the Coattails of Lithium and Friends
The pace of growth in revenues for green metals and lithium in particular has been an eye opener, according to the September resource and energy quarterly released this week.
Read MoreEurope Shifting Supply Chain with Proposed Raw Materials Act
The EU’s proposed Critical Raw Material Act is aimed at ensuring more resilient, cleaner, and renewable supply chains whilst reducing dependency on China for the production of raw materials.
Read MoreCould MinRes Lithium Ops Be Squarely in Tesla’s Sights?
Market talk that Mineral Resources has been mulling the spinoff of its lithium operations has led to speculation that the high-grade business could in fact be a target for another company with ambitions in the area.
Read MoreChinese NEV Sales Power On in August
In news that will further encourage lithium and other metal suppliers, Chinese sales of NEVs hit an all-time high in August, even as sales of conventionally powered vehicles slowed slightly.
Read MoreCheap US Energy to Fuel Renewables Transition
In an undeniable paradox, the cheapness of its carbon-based energy is making America, the world’s most profligate carbon user, an increasingly attractive place to develop renewable energy sources.
Read MoreSQM Another Lithium Player Raking it in
Chile-based lithium miner SQM saw a near-tenfold rise in net profit for the June quarter, once again showing there’s huge money to be made, no matter the starting point or production method.
Read MoreNew US Legislation a Game-Changer for Renewables
Those chasing rewards from renewables such as lithium aren’t quite sure what to make of the latest US legislation called The Inflation Reduction Act of 2022, other than to know it will be a game-changer.
Read MoreMagnis: Lithium-Ion Battery Plant Begins Commercial Production
Magnis Energy Technologies Chairman Frank Poullas discusses the pathway to revenues and increasing capacity as the company’s battery giga-factory commences production.
Read MoreGreen Metal Prospects Have NEVer Looked Brighter
In another bullish point for lithium, copper, nickel and all those other green metals, Chinese new electric vehicle sales (or NEVS, New Energy Vehicles) continued at high levels in July.
Read MoreAll (Back) Aboard the Lithium Bullet Train
Global business media outlets have woken up to the very bullish quarterly report issued last week by Albemarle that contained a stunning upgrade to its outlook for the year ahead.
Read MoreABS Puts Lithium under the Microscope
For the first time ever, the Australian Bureau of Statistics has broken out export data for lithium and revealed that it is really only an industry that started becoming significant this year.
Read MoreLocal Lithium Space Looking Lively
If the June Resources Quarterly from the Federal Government is to be believed, there are clear signs the Australian lithium industry is heading for a sharp rise up the value adding processing chain.
Read MoreReports of Lithium’s Demise Greatly Exaggerated
In the strongest counterargument yet to Goldman Sachs’ gloomy outlook, the Federal Department of Industry sees a substantial lift in forecast lithium exports over the next three years.
Read MoreNo Lithium Jitters for Albemarle
Despite Goldman Sachs’ gloomy forecast for lithium prices, US major Albemarle is looking to build a huge US processing plant to keep up with expected demand for the metal.
Read MoreBenchmark Counters Goldman’s Take on Lithium
UK group Benchmark Mineral Intelligence has offered a fairly strong counterargument to Goldman Sachs’ claim in late May of a looming oversupply that would end the current lithium boom.
Read MoreTSX Wins Race to the Pole with Battery Metals Index
Local regulators have ignored the opportunity to use Australia’s leading position in key battery minerals such as lithium, nickel and cobalt to set up a futures market in index form.
Read MoreLiontown Locks Down Tesla Spodumene Deal
Lithium hopeful Liontown Resources has finally wrapped up a sales deal to sell spodumene concentrate to electric vehicle giant Tesla, a week after it was supposed to be finalised.
Read MoreWhy Are Lithium Stocks Under Pressure?
At the end of a busy few days for the lithium space, FNN’s Tim McGowen takes a look at the various factors currently at play and what they might mean for the sector moving forward.
Read MoreGoldmans Report Puts Fear of God into Metals Stocks
Shares in local metals stocks were hit hard in Wednesday trade thanks in part to a bearish report from Goldman Sachs on the price prospects of key EV battery components.
Read MoreWesfarmers’ Low-Key Lithium Presence On Track
It’s far from a main earnings driver, but a rare update has confirmed that Wesfarmers’ half-owned lithium project in WA remains on track for first production in two years’ time.
Read MoreMixed Fortunes Across the Lithium Space
The usual high news traffic for the lithium and EV space this week – here are some updates from Albemarle, Livent and battery giant Contemporary Amperex Technology to get you up to speed.
Read MoreLithium Space Abuzz with Mexican Nationalisation News
Never a dull moment in the lithium space, and this week was no different as Mexico made the decision to nationalise its industry in the metal and Elon Musk had plenty more to say about pricing pressures.
Read MoreMusk Hints at Tesla Entry into Lithium Mining
So concerned is Elon Musk about the rising price of lithium, he says Tesla may get into the lithium mining and refining business directly and at scale to try and control the cost.
Read MoreThe Downside to the Electric-Powered Bandwagon
The Federal Government’s March Resources and Energy update has provided a handy rule of thumb for investors looking at electric vehicles as well as the usage and demand for renewable minerals.
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