January 28, 2018 As we recently noted in our SQM’s New Deal & The Lithium Market Sell off, SQM finally ended an almost four year long dispute with the Chilean Government which allows the company to dramatically increase production from around 50-60K tonnes per annum (tpa) today up to 216,000 tpa through 2025. We sat… Continue reading Pilbara Mineral’s CEO Ken Brinsden On SQM’s New Deal
January 25, 2018 Having grown up in North Carolina, one thing Shrey is proud of (and reminded of every time he see’s an NC license plate) is the fact that the Wright Brothers conducted the first sustained flight of an aircraft in Kitty Hawk, North Carolina. Fast forward over a hundred years later, we now… Continue reading Electrifying Airplanes
As we always do, here we take out one day to look at the greatest stories of the last week. The clear winner of this past week was the SQM and Corfo agreement. We covered this extensively already in our post The SQM Deal and The Lithium Market Sell Off. If you haven’t done so… Continue reading Solid State Batteries, SQM’s Deal & a new LIT Hedge Fund.
We had the opportunity to sit down with the management of Piedmont Lithium (ASX: PLL / OTC: PLLLY) to learn more about their background, their company and their plans for the future. Below are the highlights of our conversation with the CEO of Piedmont, Keith Phillips. January 22, 2018 The Lithium Spot: The company… Continue reading Interview with Piedmont Lithium’s Keith Phillips
Summary: SQM, one of the leading Lithium producers in the world, reached a deal with the Chilean Government to dramatically increase their production. The increase in production will be felt throughout the industry for the next 5-10 years. Lithium stocks sold off heavily due to fears that oversupply would hit the market. SQM’s… Continue reading SQM’s New Deal & The Lithium Market Sell Off
It was another busy week in the Lithium and EV industry. Luckily, we’re here to recap all of the relevant news items for you: CES 2018. Last week's headlines were dominated by CES 2018 in Las Vegas. Here are a few of the EV related news items: Kia announced that By 2025, they will adopt… Continue reading CES 2018, America, and the Autos!
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
Lithium investors should be hoping the price of oil continues to rise and here’s why. Current Oil prices have reached their highest point since the end of 2015 settling in around ~$63 dollars (USD). According to a number of new online pieces, oil prices could potentially reach ~$80 (USD) in 2018. Higher oil prices… Continue reading Oil Prices and Lithium?
It was another busy week in the Lithium and EV industry. Luckily, we're here to recap all of the relevant news items for you: Lithium Company News- While mining companies’ updates, press releases, and presentations can all be found in our Lithium News Feed as soon as they hit the tape, here are a few of the… Continue reading Project Updates, Consolidation, and… Cryptocurrency Mining?
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?