Everything you need to know about investing in the Lithium Boom.
August 15, 2018 Earlier this week, Lithium Americas (LAC) announced that Ganfeng Lithium would purchase SQM’s stake in the Argentine Cauchari-Olaroz project for $87.5m. As a result, Ganfeng will own 37.5% of the project, expected to begin production in 2020, with the remainder being held by LAC. This was major news for the industry as… Continue reading Implications of SQM’s Split From LAC
August 8, 2018 Albemarle held their second quarter 2018 earnings call this morning which was unsurprisingly mostly focused on the lithium business. Below are the lithium related comments from the call. Highlights from prepared remarks: Lithium growth continues to be driven by accelerated demand for EVs. 2017 sales of plug in and pure EVs were… Continue reading Albemarle 2Q18 Earnings Call
August 6, 2018 Last Friday, Pilbara Minerals released the findings of their definitive feasibility study for stage 2 of their PIlgangoora Lithium Project. Given that we follow the company and have published our thoughts on the stock, we wanted to take a second to update readers on the story following this event. No surprises: The… Continue reading Thoughts Following Pilbara’s Stage 2 DFS
July 26, 2018 A few weeks ago, Bacanora Minerals announced that they would be raising $100m via an equity placement to go towards construction of their lithium mine in Mexico. Three days later however, they quickly scrapped those plans, citing volatility in commodity markets, and challenging market conditions. The company has already raised more than… Continue reading Lack of Funding for Lithium?
July 24, 2018 A lot has happened over the past few weeks in the lithium space. As always, we’ve got you covered with highlights of the more interesting stories. Miners Pilbara Minerals’ stock has seen some strength since the beginning of July. While we’ve been bullish on the name for some time now, we recently… Continue reading P2P Car Sharing, Li Funding, and Tesla in the Spotlight
July 19, 2018 Many of the more actively traded lithium stocks have seemingly found support, and are mostly moving sideways over the past few months. However, one issue still seems to be keeping a lid on share prices: high short interest. Looking at those companies listed on the major US exchanges, Lithium Americas (LAC) has… Continue reading Lithium Shorts
July 17, 2018 Pilbara Minerals (ASX: PLS) stock is up 17% since the beginning of July. There could be a number of reasons for this, but it’s tough to speculate or pinpoint exactly what the driver is. Nonetheless, we wanted to take a second to update our readers on what is happening and how we… Continue reading Pilbara’s Waking Up
July 12, 2018 There has been much talk around the world about President Donald Trump’s trade and tariff policies. With Tesla being a major disruptive brand in the automotive space in both countries, these policies put them in a unique position. They have made it no secret that they want to be in the massive… Continue reading Trump’s Tariffs on Tesla
July 9, 2018 A lot has happened in the lithium space over the past few weeks. Here are a few stories we found to be interesting: A couple of weeks ago we published the first edition of our Lithium CEO Roundtable in which the heads of Nemaska Lithium, Orocobre Limited, Pilbara Minerals, and Sigma Lithium… Continue reading Battery Deals, Charging Infrastructure, and Li Project Updates
June 25, 2018 It feels like auto companies, big and small, are announcing new Electric Vehicle (EV) models every day. Most of these new models have bold designs - reflecting the competitive pressure placed on the industry by the relative newcomer, Tesla. Here we take a look at some of the EVs that we've had… Continue reading Four EVs That Will Drive Consumer Adoption