Author: thelithiumspot

June 20, 2018 Earlier this week we published Part I of our Lithium CEO Roundtable which consisted of conversations with heads of lithium miners around the globe.  As promised, we've published the second half of their insightful thoughts below.  Once again, we'd like to thank the following CEOs for taking part in the inaugural Lithium… Continue reading Lithium CEO Roundtable II →

June 18, 2018 With an idea to bring together and present thoughts from the heads of lithium miners in various stages of production, we present to you the first edition of our Lithium CEO Roundtable. Due to the insightful answers that will surely be useful to investors following our site, we've decided to bring the answers… Continue reading Lithium CEO Roundtable I →

June 14, 2018 In the past, we’ve talked about how Australia is making a big play to dominate the energy metals space, particularly in lithium.  However, we decided to explore this in depth as we feel no one is really talking about their tentacles in the lithium industry, focusing instead on China.  We’re not debating… Continue reading Aussies Establishing Roots →

June 12, 2018 The past week was another busy one in the lithium space. But a few stories stuck out to us given their impact on the sector, which we discuss below. CATL comes out guns blazing: Chinese battery producer CATL officially had their IPO this week and was off to a great start.  While… Continue reading CATL, Tesla Squeeze, and Really, Chile?! →

June 8, 2018 Tesla held their annual shareholder meeting this week and provided some key updates on their operation.  Let’s take a look at some of the highlights: Model 3: Probably the most significant reason why the stock popped after the meeting is the company’s update of Model 3 production.  As has happened with the… Continue reading Tesla Model 3, Gigafactories, and Kidman →

June 4, 2018 In the past few weeks, Softbank’s Vision Fund has been in the Lithium and Auto news. First, it was their investment in Nemaska Lithium. Next, it was their investment in General Motor’s Cruise Automation which was completed only last week.  The purpose of General Motor’s cruise is to find a solution for… Continue reading Softbank’s Lithium Investment →

May 28, 2018 A lot has happened in the lithium space since our last update.  Here are some of the stories that popped out to us: Galaxy Resources, who recently retained JP Morgan to explore their options for the Sal de Vida brine project, just announced a deal with POSCO (the same company that recently… Continue reading Europe and Australia Making Moves →

May, 17 2018 In the past 24 hours, two major worldwide events happened within the Lithium World. Tesla’s offtake deal with Kidman Resources and Tianqi’s investment stake in SQM. We break down what this means for followers and investors in the space.   Tianqi & SQM.   What was the deal?   Tianqi, one of… Continue reading Tesla, SQM, Tianqi, & Kidman Resources: Analyzing The Latest Deals →