Consolidation Potential for Lithium Juniors
Direct consolidation between lithium exploration companies and lithium producers could mean additional investment interest as competing interests seek to acquire attractive resources.
Direct consolidation between lithium exploration companies and lithium producers could mean additional investment interest as competing interests seek to acquire attractive resources.
A new lithium battery system suitable for military vehicles, introduced by A123 Systems, has the potential to provide military vehicles with a lighter, more durable system for starting engines and enhancing stealth. With an already large fleet of 6T batteries, the use of lithium in Military 6T Batteries could spike lithium demand.
Research released from universities in the United States and China compared health impacts of lithium battery powered electric vehicles with conventional vehicles across 34 major urban centers in China. The lithium battery powered electric vehicle research was a collaborative effort from universities in Minnesota, Tennessee, and China evaluating the health impacts from the use of lithium battery powered electric vehicles compared with conventional vehicles.
The future market for lithium battery technology in the United States is being driven by clean air programs geared at reducing emissions to achieve climate goals.
With international trade related indicators, such as export orders and container shipping rates, pointing towards weaker global trade growth, the lithium market outlook may face some challenges. However, a case can also be made that in the absence of last year's unpredictable natural events a more positive business and overall investment climate may return for lithium producers and juniors.
An energy report released by oil and gas giant ExxonMobil offers key points for lithium investors including the implication that the single largest influence on energy trends is expected to be a rising demand for electricity, with forecasted global demand to increase by 80 percent over the next 30 years.
Despite a challenging year, some new lithium battery technological developments may be paving a new brighter future for electric vehicles and growth of the broader lithium industry.
Last week, Rockwood Holdings' lithium business, Chemetall Lithium, announced a new lithium production facility, specifically producing butyllithium in Gujarat, India.
A report from PwC suggests that sovereign wealth funds have the potential to increase exposure to the lithium industry.
Nissan has recently released a new six year environmental agenda and is expanding the Smyrna facility with a $1 billion lithium battery plant on site with a capacity of up to 200,000 lithium battery packs per year with the potential both for domestic production and export.
Get our independent commentary on lithium trends and companies delivered to your inbox.