Better than expected growth conditions remain a significant drag on bonds. Yet, short-term rates markets continue to expect significant easing of policy rates. One of these two has to change.
For now, we think it will be discount rates. Later, it will be growth expectations.
Giga Texas on day 1095! I have enjoyed flying over 4,600 miles in over 1,100 hours at Giga Texas over the last three years! It has been a wonderful ride and I am looking forward to the next three years! #Tesla#GigaTexas
How long will the DRC government continue to allow this valuable project to be stalled? As a country how can you put the well being of the people above personal greed. The faces below and many others deserve an answer. #lithium#DRC@AvzMinerals
Recap: Lithium has to pass through various stages before it makes it into an EV. This requires intense and time-consuming qualification. Major global brands rely on this to avoid expensive recalls; warranty issues and fires. Slide 1
Lithium Chemicals vs Commodity Markets
Compared to established markets lithium pricing is opaque, to the detriment of both producers and consumers. Reported "spot" prices vary significantly from basket prices received via producers who typically negotiate longer-term contract offtakes Slide2
Cost pass-through mechanisms on raw materials (and sometimes components) have changed who negotiates contracts. Slide 3
Lithium volatility and contract versus spot price differentials have shown the limitations in the current "transition phase" lithium market
The way lithium is priced and sold will continue evolving as a liquid terminal market develops, offering cheaper capital, higher equity valuations and more consumer confidence. Slide 4
Supply Chain Insights is an independent advisory firm offering services to the li-ion battery industry.
These slides are available upon request - If you would like access to the entire presentation, please send me a message or email [email protected]
Phosphate Batteries make up nearly 50% of the World Wide market. Prospector News Publisher Michael Fox is Joined by First Phosphate CEO John Passalacqua to discuss how they are an economical option for urban vehicles.
$PHOS $tsx #EVs#LFPBatteries
https://t.co/ZRrcnfx7rW
*NEW Lithium-ion Bull Issue 86: (Rocky) #Lithium 3.0.*
1H 2023 ended on a substantial high note as @RodneyHooper13 joined me for two weeks in North America, the highlight of which was our joining and presenting to a record number of registrants @FastmarketsNG 15th annual #Lithium conference in Las Vegas.
1,100 lithium producers, developers, mining majors, oil majors, auto and battery OEMs, bankers, sell-side analysts and hedge funds, dialogued about future supply agreements, financing and M&A. A sense that Rocky Lithium – often a taunted underdog – is now experiencing the exponential growth of a typical S-curve and has a long, long bull run ahead of it -- was palpable.
Inspired by Billy Joel, I presented a retrospective of My Life narrating lithium bull the past 14 boom/bust years: Lithium 1.0 (2009-12), Lithium 2.0 cycles (2016-2020) and why the current Lithium 3.0 Rush since Tesla’s September 2020 Battery Day will continue to spawn multiple new unicorns.
RK Equity scoreboards for lithium, nickel and graphite inside our latest content-rich newsletter...
Download Issue 86 👉 https://t.co/ZKqNRvzfbb
$SYA @SayonaMining - Wowza...
Combined NPV of $5.4billion!
Could be producing #lithium carbonate within 36 months!
Some producers are 1 step forward 2 steps back... $SYA powering on like a freight train 🎉🎉👏👏
The Advantages of Solid State Battery Technology over Traditional Lithium-Ion Batteries
#Lithium $CXO $LKE $WINH $PLS $PLL $SYA $GLN $LTR $VUL $WR1 $PMT
https://t.co/OEJ8VaktAF