Fundamental Research Corp.’s Post

Over the past few years, the lithium market has experienced significant changes. A dramatic surge in demand for lithium-ion batteries during 2021 and 2022 caused prices to skyrocket. At the beginning of 2023, however, growth forecasts for lithium were revised downward due to slower-than-expected demand, leading to a price drop. Today, lithium is more affordable, making batteries cheaper. While this is a positive development for consumers, it presents challenges for potential investors in the upstream market. The critical question now is: what will happen with upstream investment? Upstream lithium production has remained steady despite an over 80% price decline since early 2023. Instead, volumes are projected to increase significantly in 2024. Lithium plays are driving expansion; low-cost spodumene plays in Australia are expanding, and new plays in Africa are coming online on the low end of the existing cost stack. Lower production costs have meant that most lithium plays have stayed profitable despite price declines. For some of the most expensive lithium plays, large portions of their cost stack are non-production costs like royalties. This could be renegotiated as a viable alternative to shuttering a facility, offering hope for potential investors. To watch the full webinar on this topic, refer to the link in the comments section. 🚀 #BatteryStorage #CleanEnergyAssociates #SupplyChain #LithiumIon #USPolicy #DomesticContent #RawMaterials #EnergyStorage

Lithium prices have experienced a downturn, and we anticipate that they will continue to face pressure due to slower global GDP growth and an increasing supply. It is our projection that the #lithium market will transition from a deficit to a surplus this year. Despite these challenges, we maintain a positive outlook on electric vehicle (EV)-focused junior companies. This is because battery/EV manufacturers and miners are actively seeking long-term stability. In light of the declining lithium prices and the shift towards a surplus, our attention turns to resilient EV markets. One notable junior company in this context is Grid Battery Metals Inc. (TSXV: CELL). Grid's lithium projects in Nevada are strategically positioned near major players and indicate the presence of substantial lithium resources. Key projects include Texas Spring, Clayton Valley, and Volt Canyon. Grid demonstrates financial resilience with $9 million in working capital, constituting 56% of CELL’s market capitalization. Additionally, the company has the potential for an additional $6.22 million through options/warrants, showcasing stability under the experienced leadership of CEO Tim Fernback. Trading at $4,000 per hectare, which is a fraction of the Nevada junior average ($13,000 per hectare), Grid raises curiosity, suggesting potential undervaluation. Stay tuned for our upcoming in-depth report on Grid Battery Metals. Connect with us at www.researchfrc.com by becoming a free subscriber, and receive the report directly in your inbox upon release. *FRC provides issuer paid coverage. *Past performance is not indicative of future results Solange Khan #Lithium #EV #GridBatteryMetals #Mining #Investing

Global demand growth for #lithium offers significant, but time limited opportunity. Shaping the market in 2030 means making investments today. Something China has understood long ago. Read our latest piece on lithium, with analytics from McKinsey MineSpans & Battery Insights https://lnkd.in/d-6cRQMT #lithiumionbatteries #lithiummining #mckinseyinsights #minespans #batteryinsights

Navigating the Surge in Lithium Investments: Trends and Predictions The rise in lithium investments reflects its crucial role in technologies like clean energy and electric vehicles, earning it the nickname "white gold" in commodity markets. This trend is driven by lithium’s essential use in battery technology, with investments flowing into mining, battery production, refining, and recycling to support sustainable growth. Current Trends Lithium’s market boom is linked to its pivotal role in battery technology. Beyond mining and extraction, significant investments are targeting battery production, refining capabilities, and innovative recycling methods, crucial for the lithium industry's sustainable expansion. Market Predictions The lithium market is expected to continue its rapid growth, propelled by the automotive sector's shift towards electric vehicles (EVs) and the global demand for high-capacity batteries in consumer electronics and energy storage systems. This growth is also supported by advancements in battery technology, which are anticipated to produce more efficient and cost-effective lithium batteries soon. Investment Opportunities Direct Mining Ventures: Direct investments in lithium mining operations are particularly promising in regions rich in lithium reserves. Battery Manufacturing: With the increasing demand for lithium-ion batteries, companies that manufacture these batteries present lucrative investment prospects. Recycling Technologies: Environmental concerns are elevating the importance of companies focused on developing lithium recycling technologies. Strategic Recommendations Risk Assessment: Considering the volatility of lithium prices and the speculative nature of mining stocks, thorough risk assessments are critical. Long-term Commitments: The expected growth in the lithium market suggests that long-term investments could be highly rewarding. Regulatory Compliance: Prioritizing companies that comply with strict environmental regulations is crucial, as they are likely to perform better under global regulatory standards. Investing in lithium requires an understanding of market dynamics and its future potential. By strategically engaging with various sectors of the lithium industry, investors can capitalize on the market's growth and ongoing advancements. As the world leans towards clean energy and EV technologies, lithium remains an indispensable part of this technological progress. #Lithium #Tokenization #N51

Navigating the Surge in Lithium Investments: Trends and Predictions The rise in lithium investments reflects its crucial role in technologies like clean energy and electric vehicles, earning it the nickname "white gold" in commodity markets. This trend is driven by lithium’s essential use in battery technology, with investments flowing into mining, battery production, refining, and recycling to support sustainable growth. Current Trends Lithium’s market boom is linked to its pivotal role in battery technology. Beyond mining and extraction, significant investments are targeting battery production, refining capabilities, and innovative recycling methods, crucial for the lithium industry's sustainable expansion. Market Predictions The lithium market is expected to continue its rapid growth, propelled by the automotive sector's shift towards electric vehicles (EVs) and the global demand for high-capacity batteries in consumer electronics and energy storage systems. This growth is also supported by advancements in battery technology, which are anticipated to produce more efficient and cost-effective lithium batteries soon. Investment Opportunities Direct Mining Ventures: Direct investments in lithium mining operations are particularly promising in regions rich in lithium reserves. Battery Manufacturing: With the increasing demand for lithium-ion batteries, companies that manufacture these batteries present lucrative investment prospects. Recycling Technologies: Environmental concerns are elevating the importance of companies focused on developing lithium recycling technologies. Strategic Recommendations Risk Assessment: Considering the volatility of lithium prices and the speculative nature of mining stocks, thorough risk assessments are critical. Long-term Commitments: The expected growth in the lithium market suggests that long-term investments could be highly rewarding. Regulatory Compliance: Prioritizing companies that comply with strict environmental regulations is crucial, as they are likely to perform better under global regulatory standards. Investing in lithium requires an understanding of market dynamics and its future potential. By strategically engaging with various sectors of the lithium industry, investors can capitalize on the market's growth and ongoing advancements. As the world leans towards clean energy and EV technologies, lithium remains an indispensable part of this technological progress. #Lithium #Tokenization #N51

Sigma Lithium Corp. (Nasdaq:SGML) reported 2Q24 results today, showcasing their competitive edge with CIF costs at USD $515/tonne. Sigma Lithium also shared its production outlook for 3Q24 and provided insights into Phase II, which Sigma expects to launch in 2025. Notably, Brazil continues to stand out as an attractive location for lithium production, with some of the world’s most favorable capex intensity figures. Pilbara Minerals' recent proposed acquisition of Latin Resources further solidifies Brazil's growing status as a global leader in the lithium industry. LRC holds three royalties in Brazil, including with Sigma Lithium Corp. (Nasdaq:SGML), Atlas Lithium Corporation (Nasdaq: ATLX), and M4E Lithium.  #LIRC #lithium #Brazil https://lnkd.in/gYTFYYM7

𝗧𝗵𝗲 𝗕𝗮𝘁𝘁𝗹𝗲 𝗼𝗳 𝗕𝗮𝘁𝘁𝗲𝗿𝘆 𝗠𝗶𝗻𝗲𝗿𝗮𝗹𝘀 𝗶𝘀 𝗼𝗻! 🌍🔋The surge in demand for critical battery minerals is reshaping the future of energy and transportation. In 2023, lithium demand for EV batteries will have 𝘀𝘂𝗿𝗴𝗲𝗱 𝗯𝘆 𝗼𝘃𝗲𝗿 𝟯𝟬%, a trend set to accelerate as EV sales are 𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱 𝘁𝗼 𝗱𝗼𝘂𝗯𝗹𝗲 𝗯𝘆 𝟮𝟬𝟮𝟳. The pressure on lithium, cobalt, and nickel supplies is intensifying, raising questions about our ability to meet rising demand amidst geopolitical tensions and environmental concerns. Investors, take note: 💡𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝘆 𝗬𝗼𝘂𝗿 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼: Explore opportunities beyond EV manufacturers, focusing on mining, refining, and innovative battery technologies. 🌱 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀: Embrace ethical and low-carbon mining practices for long-term gains. 🔧 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗰𝗮𝗹 𝗔𝗱𝗮𝗽𝘁𝗮𝘁𝗶𝗼𝗻: Stay informed about battery innovations like sodium-ion batteries and enhanced lithium iron phosphate (LFP) batteries. The future of battery minerals presents challenges and opportunities. Strategic navigation can drive economic growth and fuel the green revolution. Share your thoughts below! 💬👇 P.S. If you enjoyed my recent insights on Australia's lithium potential and the unsung hero of copper, you'll find this exploration equally intriguing! https://lnkd.in/gpRKBU5n https://lnkd.in/gphpPER8 #EVs #SustainableInvesting #BatteryMinerals #Lithium #Cobalt #Nickel #GreenEnergy #InvestmentStrategy 

Latest report on Global Lithium from Shaw and Partners Senior Research Analyst Peter Kormendy, Head of Research Andrew Hines and Analyst Dorab Postmaster below – Buy recommendation and $2.20 price target maintained. "GL1 is extremely well positioned to benefit from a turnaround in lithium market conditions over 2024 and 2025," Shaw and Partners writes. "The past three months has seen multiple key milestones at Manna as the company progresses along the pathway to DFS by the end of 2024." On sector outlook, the team says: "While lithium prices have fallen from peak levels over the past 18 months, we continue to forecast robust demand driven by the energy transition and increasingly, resource nationalism as pressure builds on western EV and battery makers to diversify supply chains for all battery metals, including lithium."

Looking at the #lithium market, Core Lithium Ltd has experienced an unprecedented 82% drop in share prices over the past year. 📉 Despite hitting production milestones, the company's financial sustainability is under scrutiny. With a reported revenue of $134.8M and a post-tax loss of $167.6M, plus a notable 8.3% short interest, investors are treading with caution. The critical question is: With stabilizing lithium prices, is this the time to consider investing in Core Lithium? 🤔 The long-term demand forecast, driven by the EV market, suggests that companies with strong production capabilities may thrive in coming years. It’s about balancing the immediate financial risks against the future growth potential in the sector. Investors are advised to closely monitor the stabilization of lithium prices and the company's resource management strategies before jumping in. 🚗🔋 For those who see opportunity in adversity, Core Lithium might be a contender for your investment portfolio. Read the full analysis and make an informed decision: https://lnkd.in/g5hN3N2S #InvestmentOpportunity #CoreLithiumLtd #ElectricVehicles #ResourceManagement #MarketDynamics #Finance

Lithium Market 2024 Growth Rate Research Report and Future Plans 2030 The global #lithium market size was estimated at USD 31.75 billion in 2023 and is expected to grow at a CAGR of 17.7% from 2024 to 2030. Vehicle electrification is projected to attract a significant volume of lithium-ion batteries, which is anticipated to drive market growth over the forecast period. The automotive application segment is expected to witness substantial growth, driven by stringent regulations imposed by government bodies on ICE automakers to reduce carbon dioxide emissions from vehicles. Get Latest Information: https://lnkd.in/du73GHtU Government subsidies for EVs, along with investments in this space, are likely to act as an additional booster to market growth. The U.S. holds major significance in battery production after China, which makes it one of the key lithium-consuming countries in the world. Developments In November 2023, ExxonMobil announced that work had commenced for its first lithium well drilling in Arkansas, an area with significant quantities of lithium deposits. It is targeting to produce its first lithium volumes in 2027. By 2030, it aims to produce lithium volumes that can cater to the manufacturing of batteries for over a million electric vehicles a year. Key Lithium Companies: -Albemarle Corp. -Ganfeng Lithium Co., Ltd. -SQM S.A. -Tianqi Lithium Corporation -Livent Corp. -Lithium Americas Corp. -Pilbara Minerals -Orocobre Limited Pty. Ltd.