Tag Archives: lithium

The rising stars of the hard-rock lithium space are transforming the industry with their remarkable ability to extract lithium at a lower cost and faster pace than the lithium majors can from their brine deposits.

So far, there is no clear data or evidence that that the lithium demand narrative is about to slowdown, let alone reverse. On the contrary, certain emerging trends in the industry suggest just the opposite.

Demand for lithium is soaring, and producers are frantically searching for new sources of supply. Prices have doubled in the last two years, rising as high as $16,500 per ton.

The electric car is no longer elite. Now it’s for the masses, and the masses will need more lithium than we can currently get our hands on. It’s a wide-scale energy revolution that will end being the first nail in the coffin for fossil fuels and the heralding of a new era of lithium, the “white petroleum”.

Demand for lithium will continue to rise throughout the year--and beyond--spurred by the rise of battery mega/gigafactories and a burgeoning energy storage business that will change the way we live.

Even more than hybrid cars, grid storage and the ‘powerwall’ will drive lithium demand through the roof.  Now the game is all about new resources—and specifically, American resources, with all eyes on the brine. Tesla knows this, and so do its competitors. Investors who know this will get in on the game before new entrants start producing.