How to ride the lithium battery boom: JGL Partners’ Jonathan Lee
Lee tells The Energy Report that he expects double-digit compound annual growth rates over the next few years as battery prices continue to fall and demand rises.
The lithium-ion battery megafactories are coming
Production capacity of lithium-ion batteries is anticipated to more than triple by 2020.
Atacama floods: Lithium impact analysed
After a freak storm and flooding in Chile’s Atacama Desert temporarily closed one of the world’s leading lithium operations, fears of further supply squeezes and upward price pressure this year have been allayed after operations resumed.
SQM’s new CEO on lithium, EVs, and future of batteries
In little under two decades, SQM SA has gone from entering the lithium market to dominating global production.
Where will the graphite, lithium and cobalt for the battery revolution come from?: Simon Moores
Following the lead of Tesla Motors, LG Chem, Foxconn and others are racing to build megafactories to build batteries for electric cars.
Galaxy Resources: A new focus to meet the coming lithium demand
Just two years ago, Galaxy Resources Ltd. was overleveraged and unfocused.
Hedge against short-term cycles with lithium: Daniela Desormeaux
In this interview with The Mining Report, Desormeaux notes that lithium is less dependent on short-term economic cycles than commodities like oil and copper, and says demand for lithium will grow faster than the global economy.
Lithium, cobalt, graphite tipping point expected in two years: Simon Moores
Much bigger batteries will be needed.
