Sigma Lithium: Flying Under the Radar

March 26, 2018 Without the twitter and online-forum fan clubs that come with being a public lithium company these days, Sigma Lithium Resources has quietly been progressing a high-quality lithium project in Brazil.  The project, which previously belonged to Australian Sons of Gwalia (prior owners of Greenbushes), has 9 historical lithium mines, and over 200… Continue reading Sigma Lithium: Flying Under the Radar

Acquiring Altura

March 19, 2018 A lot has been made over the past few days about potential takeover speculation surrounding Altura Mining (ASX: AJM OTC: ALTAF).  Since Wednesday, AJM stock is up 23% and the twitterverse has been very active debating the takeover talks.  The company also put out a press release addressing the speculation, confirming that… Continue reading Acquiring Altura

What’s Happening Up North? Our Canadian Lithium Market Update

About two weeks ago, CATL (the largest battery maker in China) purchased a very large stake (36.6M shares) in North American Lithium (NAL) making it a controlling stakeholder (over 90%).  We first heard about this investment when we had attended the PDAC conference in Toronto two weeks ago. It was already big news then and… Continue reading What’s Happening Up North? Our Canadian Lithium Market Update

Project capital, mainstream coverage, and… the end of gas stations?

February 12, 2018 Last week was a bloodbath across the markets, with the Dow having two days of being down more than 1,000 points in the same week! Lithium stocks were not excluded in this sell off as they continued on in correction mode.  Given this turmoil, it's more important than ever for market participants… Continue reading Project capital, mainstream coverage, and… the end of gas stations?

4Q17: 4 Value Investing Takeaways

Having trained under the budding value investing program at Fordham Gabelli School of Business, we are proud to think of ourselves as value investors.  We look for companies which have strong earnings potential, great management, strong resources, and numerous upcoming catalysts, with “Mr. Market” not fully incorporating these attributes into the market price.  We like… Continue reading 4Q17: 4 Value Investing Takeaways

Will new policies bring Albemarle’s North Carolina mine back online?

Summary:  Given the world's ever growing appetite for lithium, new mining entrants are turning the US to look for the next big lithium projects.   A dramatic reduction in tax rates will enable projects with less economically favorable resources to compete at similar margins. The US government, led by President Trump is making a big push… Continue reading Will new policies bring Albemarle’s North Carolina mine back online?

Bitcoin v. Lithium

With Bitcoin exploding in the charts, we thought we’d explore the topic of which was a better investment right now: Lithium or Bitcoin?  Let’s start with the returns year to date- Bitcoin is up over a whopping 1600%.  While lithium miners, electric vehicle manufacturers, and battery producers didn’t have quite an insane year, the LIT… Continue reading Bitcoin v. Lithium

WNU: Li Financings, Li 2018 Projections and New Tesla Semi Orders

Our weekly news update on the Lithium sector is here! Tesla received orders this past week from two prominent worldwide companies -  Sysco foods and Anheuser Busch - for its new semi truck.  As a reminder, the Lithium boom is heavily based off of demand for Lithium Ion Batteries for Electric Vehicles.  Imagine what the… Continue reading WNU: Li Financings, Li 2018 Projections and New Tesla Semi Orders

2017 in Review

As the year comes to a close, we are excited to present our major thoughts from the past year in the Lithium industry.   Electric Vehicle (EV) Industry Tipping Point:   For those readers just joining us in the Lithium boom, the EV industry is one which we closely follow since lithium demand is largely… Continue reading 2017 in Review

Weekly News Update: Uber, LAC, ALB, SQM, Tesla, and so much more!

There was much to keep track of over this past week.  We've got you covered with all the latest happenings and with what we thought were the top headlines of the last week. There is much speculation about Rio Tinto’s interest in purchasing a stake in SQM. Speaking of SQM, the company reported earnings this… Continue reading Weekly News Update: Uber, LAC, ALB, SQM, Tesla, and so much more!

News Update- LIT Shuffle, New Entrants, and Famed Investors

It was another busy week in the Lithium world!  We’ve got you covered with all the latest updates in our weekly news update below. Greenpower energy is halted until Wednesday pending an update on their lithium-tantalum expansion.  Further evidence of companies looking to enter the lithium space. The Economist believes that 2018 will be a… Continue reading News Update- LIT Shuffle, New Entrants, and Famed Investors

Weekly News Update: Increasing Lithium Coverage & Continued EV Uptake

The latest news in the lithium space over the last week: Oilprice.com featured an article on a new challenger to the Lithium Ion Battery. The new technology is only in development and should not be seen as a major challenger just yet.  It goes without saying, we at The Lithium Spot are closely monitoring any… Continue reading Weekly News Update: Increasing Lithium Coverage & Continued EV Uptake

The Lithium Cartel

Background:   The Lithium market has historically been an exciting investment opportunity since it has been dominated by a classic Oligopoly structure.  An oligopoly is where a market is controlled by only a few companies.  Oligopolies usually make for exciting investment opportunities since they often come with preferable pricing for their products and thereby strong… Continue reading The Lithium Cartel

Weekly News Update – Governments Hop on the Bandwagon

It was a busy and exciting week within the Lithium world!  We’re excited to bring you all the latest and greatest developments from the past week here:   Major auto-makers join the budding Formula E circuit as pressure grows to ramp up electric-car development.  Read the full story here. Bloomberg released another article about potential… Continue reading Weekly News Update – Governments Hop on the Bandwagon

Lithium Trends – Our Thoughts Following SQM’s Earnings Call

SQM announced 2nd quarter earnings and there were a lot of deep insights which we would like to share with our community of readers.  Here are some of our thoughts and analysis after reading all of their press releases and listening to the earnings call:   Annual Demand growth is now expected to be between… Continue reading Lithium Trends – Our Thoughts Following SQM’s Earnings Call

Patrick Highsmith- Interview with a Lithium CEO

Patrick Highsmith, CEO of Pure Energy Minerals, is a seasoned resource company professional with over 25 years of experience in exploration, operations, business development, and executive roles for various companies, including: Rio Tinto, BHP Billiton, Newmont, and Lithium One. Mr. Highsmith has evaluated and worked on more than 250 projects around the world. His project… Continue reading Patrick Highsmith- Interview with a Lithium CEO

Demand

What does demand look like over the next 10 years?  In our opinion, Investors don't need to know precisely what the demand will be over the next ten years, they need to know where the market expects demand to be over the next ten years.  Thus, in this post, we will strive to present to… Continue reading Demand

Our Mission

The story of this blog begins nearly one year ago for our team.  Shrey Patel was a burgeoning analyst working at GAMCO Investors covering the Lithium space.  He was following Albemarle Corporation (ALB) and was pitching the company to anyone that would listen.  It was clear to him that an opportunity was here for ALB and the greater Lithium space.  For Jonah, his brother first mentioned the Lithium space to him as a result of his work for a small investment bank that mainly focuses on the Metals & Mining sector.