Tag Archives: Tesla

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”.

Driven by the rise of battery gigafactories and game-changing Powerwall and energy storage businesses, the world now finds itself at the beginning of a lithium super cycle that is all about securing new supply, much of which is poised to come from lithium superstar Argentina.

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.

As the state's southwest corner fills up with new lithium players, Tesla gears up for its battery gigafactory and the world's largest data center sets up shop, Nevada is poised for one of the greatest economic revival stories of the century.

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.

Effective battery storage for large amounts of energy would be a game changer in that it would enable a separation of generation and use of energy produced through clean fuels like solar and wind power. As supply costs fall, battery production costs across the industry would fall leading to increased quantity demanded by consumers and businesses.