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Welcome to the October 2019 edition of the lithium miner news. This past month saw generally slightly lower lithium prices and some forecasts that lithium prices could go even lower not helped by the recent EV sales slowdown and lithium oversupply. There was a lot of company news which is summ...
Welcome to the September 2019 edition of the lithium miner news. This past month saw lower lithium prices and several announcements by the lithium miners to reduce lithium supply and address the current lithium oversupply problem. Lithium spot and contract price news During July, 99% lit...
Welcome to the August 2019 edition of the lithium miner news. This past month saw lithium prices continue to fall due to lithium oversupply, not helped by a slowdown in Chinese electric car sales in July (after the subsidy removal). In response, Albemarle (ALB) announced it will delay its expa...
Welcome to the July 2019 edition of the lithium miner news. This past month saw lithium prices drift lower, and a busy month of lithium market and company news (Altura Mining had three big news items). A key recent trend has been more Li-ion megafactories (now at 91) planned, and a move for mo...
Welcome to the June 2019 edition of the lithium miner news. This past month saw lithium prices slightly lower. Industry leader Tianqi states: "Tianqi: Lithium demand is solid, prices to stabilize." As usual, the past month was packed full of news. Lithium spot and contract price news Dur...
Welcome to the May 2019 edition of the lithium miner news. This past month saw lithium prices mostly unchanged, except some slight fall in spodumene prices. May was a busy month for lithium-ion battery news. I stumbled upon a 2018 Clean Technica report saying $100/kWh Tesla battery packs expec...
Investment thesis Despite flat/falling lithium prices, incumbent producers have recognized that future demand is real. All the "majors" have increased their 2025 estimates and now agree on 1MT, some with an upward bias. Ramping up production at existing assets to meet future demand is the...
Welcome to the April 2019 edition of the "junior" lithium miner news. I have categorized those lithium miners that won't likely be in production before 2020 as the juniors. Investors are reminded that most of the lithium juniors will most likely be needed in the mid 2020s to supply the boomi...
Welcome to the April 2019 edition of the lithium miner news. This past month saw lithium prices stabilize, and talk from SQM of weaker 2019 lithium prices but strong lithium demand growth ahead. The big news for the month was Volkswagen securing a 10-year lithium supply deal from China's Gan...
Welcome to the March 2019 edition of the "junior" lithium miner news. I have categorized those lithium miners that won't likely be in production before 2020 as the juniors. Investors are reminded that most of the lithium juniors will most likely be needed in the mid-2020s to supply the booming...