With global supply and demand dynamics tightening, lithium producers that are able to expand capacity should realize increased profits, which can be reinvested into additional value-added segments of their businesses.
Aggressive targets for electric vehicle deployment must be balanced with real cost reductions, infrastructure developments, and consumer choices and confidence.
The optimistic outlook for growth in lithium demand presented by recent financial results from major lithium companies seems promising for the broader lithium industry.
Russian industrialist Boris Zingarevich obtained control of lithium battery manufacturer Ener1, causing anxiety for some industry stakeholders.
With electric vehicles forming the fastest-growing segment in the US auto market for Q1, investors may be interested in understanding what the future holds and what factors have inspired these sales.
Electric bicycle sales volumes are driven by macroeconomic trends in developing markets combined with demand for convenient and low-cost transportation. These factors could lead to global sales of almost 48 million vehicles per year by 2018.
Direct consolidation between lithium exploration companies and lithium producers could mean additional investment interest as competing interests seek to acquire attractive resources.
China has strong potential to advance progress on lithium battery chemistries as to date the country has demonstrated the largest dollar-value contribution towards research of this objective. If Chinese research generates a positive result, there will be global energy implications.
The goal of manufacturing an affordable five-passenger electric vehicle that meets the distance range requirements of average American consumers and has a fast-charging ability and payback time of less than five years is at the center of President Obama’s ambitious EV Everywhere program.
A German university is launching a research project to develop an aqueous lithium battery. This research could have global energy implications for lithium investors and industry stakeholders if it generates a positive result.
Get our independent commentary on lithium trends and companies delivered to your inbox.
