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
In this post, we outline the major applications of lithium to help give a backdrop for Lithium’s strong demand. Below is a breakdown of these applications, listed in order from highest to lowest usage Ceramics and glass: Heat resistant glass and glass ceramics use large amounts of Li, in aggregate. It reduces the melting temperature… Continue reading Applications of Lithium
In order to delve into Lithium companies, and explore which ones are the most exciting from an investment and strategic perspective, we must start off with a foundation of WHAT is Lithium?! Lithium is an alkali metal that is reactive in the presence of water and oxygen. It is the lightest metal, and least reactive… Continue reading What is Lithium?
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.