BatteryDemander

Research Analyst, CEO, COO, Consultant and Lithium Investor

[BatteryDemander @LithiumReality]

Latest LCOE (levelized cost of electricity) analysis shows that the benchmark LCOE for lithium-ion batteries has fallen 35% to $187 per megawatt-hour since the first half of 2018.
https://t.co/VdwAfGeTiC

[BatteryDemander @LithiumReality]

https://t.co/IeBHt3hnud

[BatteryDemander @LithiumReality]

Global Lithium-Ion Battery Planned Capacity Grows 4% In A Single Month — Charts! https://t.co/BpRkwpRgXj

[BatteryDemander @LithiumReality]

Key sensitivity is that by 2025 1.5mm heavy trucks will sell annually in China. 10% 400kWh #EV share = 50,000 #LCE tons of demand. #Lithium demand numbers just keep getting clearer. $ALB $SQM @GM @Tesla @Amazon @GoldmanSachs @MorganStanley #Battery. https://t.co/jSAalm6iRg

[BatteryDemander @LithiumReality]

Sensitivity: These 240kWh final mile rigs could demand 300,000 MT of #LCE in 2025 with ONLY 5% share of 30mm annual commercial vehicle sales. $ALB $SQM $LAC $TSLA $AMZN #EV $LTHM @UBS @BMO #Lithium @GoldmanSachs @MorganStanley #Battery

[lithiumforum @lithiumforum]

The age of electric trucks kicks off. @MercedesBenz @Tesla and others. #EV #Lithium #Battery

[BatteryDemander @LithiumReality]

Another example of @amazon's belief and support of Electrification. Another massive company putting big capital to work supporting #EVs. @Rivian @Ford $ALB $SQM $AMZN $TSLA #LCE #battery #lithium #ev https://t.co/zogr5Vcct3 … via @fredlambert

[BatteryDemander @LithiumReality]

The real thing this year? 22mm commercial vehicles sell WW annually. 3mm large long-haul trucks included. 10% share of 400kWh rigs to #EV by 2025 is 100,000 tons of #LCE demand that @MorganStanley fails to research. #CleanEnergy #greenhouse #EV @Tesla https://t.co/iSS0FKG61K

[BatteryDemander @LithiumReality]

Gotta wonder if @Ford is a little worried about @Amazon supported @Rivian? $alb $sqm $lac @Tesla #battery #lithium #ev @GM https://t.co/t0eGrVkVPN

[BatteryDemander @LithiumReality]

More validation of @amazon commitment to zero emissions. Global @EV Delivery truck fleets are next. Lower costs, happier customers, cleaner world. What’s not to like? @amazon @Rivian $alb $sqm @Tesla #battery #lithium @Ford @GM https://t.co/60tsK3TUcZ

[BatteryDemander @LithiumReality]

Positive summary of @CanaccorGenuity's #Lithium flash update below. Long-term pricing looks solid. DYOR - These guys do a great job covering the space. #CleanEnergy #greenhouse #EV @Tesla $ALB $SQM $LAC #battery #LCE

[BatteryDemander @LithiumReality]

Closer to “when” not “if” for #electrification of 180,000 US Mail trucks. 100 kWh #batteries add 15,000 tons of #LCE demand from another undiscussed source. Supply tightening. #CleanEnergy #EVs @Tesla $alb $sqm @Ford #battery #lithium @MorganStanley https://t.co/WuafiLAD04

[BatteryDemander @LithiumReality]

This DOE #oil barrel and #Greenhouse gas pic tells it all. With power, towing, and utility advantages, #EV pickup trucks make massive environmental sense too. Our kids matter. 500,000 tons of potential #LCE demand. #CleanEnergy @Tesla @Rivian $ALB $SQM @Ford #battery #lithium

[BatteryDemander @LithiumReality]

The number of #LCE demanders keeps expanding. Another 20,000 annual tons that Wall Street analysts never modeled. Competition for #lithium supply continues to increase. @MorganStanley #CleanEnergy #EV @Tesla $alb $sqm @Ford #battery https://t.co/PMLpO9StBo via @fredlambert

[BatteryDemander @LithiumReality]

Brilliant and logical. @Rivian #EV competitors will develop similar solutions. Not just for pickups. #eSUVs too. More un-discussed #LCE demand. @Tesla $alb $sqm @Ford #lithium #CleanEnergy #battery https://t.co/KUoPsfSPgx via @electrekco

[Joe Lowry @globallithium]

Another facet of #DramaInTheAtacama - and another reason why @MorganStanley’s massive Atacama #lithium production prediction isn’t likely to happen $SQM $ALB https://t.co/JUcCaWHFhv via @technology

[InsideEVs @InsideEVs]

Rivian R1T EV Pickup Truck Range Exceeds 400 Miles: Here's How https://t.co/QG4TWdJZYi

[BatteryDemander @LithiumReality]

Would be great if Jones could get his international ⁦@MorganStanley⁩ analysts to revise up their forward #EV estimates after missing 2018 by 30%. ⁦@amazon⁩ ⁦@Rivian⁩ $alb $sqm ⁦@Tesla⁩ #battery #lithium ⁦@Ford⁩ ⁦@GM⁩ https://t.co/14CudNld4X

[BatteryDemander @LithiumReality]

...EV sales up 140% and China is increasing subsidies to boost EV sales even more.

[MacroMuscle @8lusky]

China's #ICE car sales in January fell 16% , marking seven months of decline

China's sales of #electricvehicles, however, continued to buck the trend, totaling 95,700 in January, a year-on-year increase of 140% CAAM said.

#EV #lithium #Battery Boom
https://t.co/fqf0jlPikh

[BatteryDemander @LithiumReality]

So easy to install a #final-mile #cargo body onto a #EV pickup frame this powerful. Think @amazon sees the future? @Tesla $alb $sqm @Ford @Rivian #LCE #lithium #CleanEnergy #battery https://t.co/2aFEMSZbME

[BatteryDemander @LithiumReality]

More #LCE demand. @amazon, one of the largest companies in the world that ships 5 billion packages annually just announced new #CleanEnergy initiatives that mandate use of more #EVs for deliveries. @Tesla $alb $sqm @Ford #battery #lithium @MorganStanley https://t.co/D3utmx7VNA