The Global Supply of Critical Metals….. with Chinese Characteristics

We wouldn’t expect a charity to fund a mine, much less a comprehensive national mining program focused on creating national self-sufficiency in critical metals and minerals, one, as an example, that would make a modern industrial country self-sufficient, and in that way “secure,” in critical technology metals. The scale of the challenge is something that … Continue reading The Global Supply of Critical Metals….. with Chinese Characteristics

A Day Will Come When Lithium-ion Battery Recycling Is Practical, But It Is Not This Day

In the US, lead acid batteries have a near perfect recycling record of 99.3% and recycled lead from used batteries satisfies over 80% of domestic demand. Roughly 85% of lithium-ion batteries are discarded because there is no infrastructure, collection, sorting and transportation are challenging and used electronics, including their batteries, frequently end up in China. … Continue reading A Day Will Come When Lithium-ion Battery Recycling Is Practical, But It Is Not This Day

Lithium International – the Chinese bet on salares

Latin America is not the only place with lithium rich brines and salt-pans but it was the focus of the first wave of de novo attention on the lithium space in 2009. In the first flush of lithium enthusiasm the mid-Andean region became a hot spot for its ample resource of lithium/potassium brine lakes, called … Continue reading Lithium International – the Chinese bet on salares

Looking at the “China 2025” plan; The OEM Automotive Industry and Critical Materials

Jack Lifton of Jack Lifton LLC Summary China will dominate the OEM automotive Industry's demand for critical materials for EVs Capitalism with Chinese Characteristics outdoes free markets in sourcing critical materials China is openly seeking EV technology in any way it can Over the coming decade 2017-2027 the driver of demand for critical materials is … Continue reading Looking at the “China 2025” plan; The OEM Automotive Industry and Critical Materials

Rock, Paper, Scissors – Lithium Kills Lead Dead

In recent weeks I was summoned to give a briefing to one of the largest companies in Germany on their Futurology project as it relates to mining over the next 15 years. I was almost confounded when they asked me which metal we will not need to mine at the end of the designated period. … Continue reading Rock, Paper, Scissors – Lithium Kills Lead Dead

Petersen critiques Tesla’s cobalt, lithium and graphite disclosures for EV batteries

It’s been a fascinating week as one of my readers forwarded copies of a May 12th “Commodities Comment” from Macquarie Wealth Management that focused on China’s recent efforts to shore up its cobalt supply chains and a May 16th report from Morgan Stanley that focused on expected growth in global demand for lithium, graphite, cobalt, … Continue reading Petersen critiques Tesla’s cobalt, lithium and graphite disclosures for EV batteries

Cheap Lithium-ion Batteries for EVs vs. The Cobalt Cliff

Since early March I’ve written five articles that examine cobalt supply and demand issues and explain why I believe the lithium-ion battery industry is facing a raw materials shortage of epic proportion. Today I’ll drill down into market dynamics within the lithium-ion battery industry and explain why I think lithium-ion batteries for EVs will be … Continue reading Cheap Lithium-ion Batteries for EVs vs. The Cobalt Cliff

Lithium-ion Batteries – The Cobalt Cliff Is Upon Us

I had a highly enlightening conversation on Wednesday morning with the staff of Darton Commodities Limited, a U.K.-based metals trading firm that specializes in cobalt products and serves as an intermediary between refined cobalt producers and European cobalt users. A couple days before the call, Darton sent me a copy of their 42 page “2015-2016 … Continue reading Lithium-ion Batteries – The Cobalt Cliff Is Upon Us

Cobalt – A Coffin Nail for Cheap Lithium-ion Batteries

In early March, I learned that only 6% of the world’s cobalt is produced as a primary product while 94% is a by-product of nickel and copper mining. I found the ratios alarming because: Cobalt is an essential raw material for all high-energy lithium-ion batteries; While conservative analysts believe the battery industry’s cobalt requirements will … Continue reading Cobalt – A Coffin Nail for Cheap Lithium-ion Batteries

EV Batteries and the Cobalt Cliff: The biggest “oops” in the history of supply chain management

In early March, I described cobalt supply and demand dynamics as a giga-risk for lithium-ion battery manufacturers. I subsequently took my analysis a step further and suggested that electric vehicle (EV) manufacturers including Tesla (TSLA), General Motors (GM), Nissan (NSANY) and Porsche (POAHY) might soon find themselves coping with the biggest “oops” in the history … Continue reading EV Batteries and the Cobalt Cliff: The biggest “oops” in the history of supply chain management