ION Energy Ltd’s Post

It may be time to re-evaluate #lithium miners, given their potential to benefit as the global energy transition continues. Given the strong future demand and supply imbalance, the current lithium miners' price presents a potential short-term opportunity. https://lnkd.in/gpXUwSAX

🌎 Benchmark Lithium Infographic – The Evolving Global Landscape Lithium production will exceed 1 million tonnes LCE for the first time in 2024 and will more than double to 2.7 million by 2030. While the majority of extraction occurs in South America and Australia, it is China that dominates the processing scene. 🔎 In our new infographic, The World Of Lithium, Benchmark’s world class lithium industry data is utilised to illustrate how the global #lithium landscape is being transformed by #battery demand. Request Benchmark’s lithium infographic here ➡ https://lnkd.in/eeBd3tDt

Via Visual Capitalist: 4 Reasons Why Lithium Could Be the Next Gold Rush 1 - Falling Prices: #Lithium prices have dropped significantly over the past year, making it an attractive buy. 2- Cheaper #Batteries: Lithium-ion battery costs have decreased by 82% since 2013. 3- #EV Growth: #Electricvehicles are now more affordable, boosting lithium demand. 4- Rising Electricity Demand: Global electricity demand for transport is expected to soar by 2030. https://lnkd.in/gpwzAfzn

𝐈𝐧𝐭𝐞𝐧𝐬𝐞. Copper is the essential metal for a clean energy future. Regardless if it is power generation or power consumption - 𝐜𝐨𝐩𝐩𝐞𝐫 𝐰𝐢𝐫𝐢𝐧𝐠 𝐢𝐬 𝐜𝐨𝐫𝐞. Copper is an abundant metal, but declining ore grades are a cause for concern as demand rises. Basically we need 𝐧𝐞𝐞𝐝 𝐦𝐨𝐫𝐞 and it needs to be mined 𝐦𝐨𝐫𝐞 𝐢𝐧𝐭𝐞𝐧𝐬𝐢𝐯𝐞𝐥𝐲, 𝐜𝐡𝐞𝐚𝐩𝐥𝐲 𝐚𝐧𝐝 𝐜𝐥𝐞𝐚𝐧𝐥𝐲. This graphic from our friends at 𝐕𝐢𝐬𝐮𝐚𝐥 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐢𝐬𝐭 shows the sharp increase in demand for copper just from 3 renewable power generation technologies. Access Mining are proud to be working closely with signature clients who are at the frontline of producing the world's copper needs. Like us, they take seriously the responsibility of producing copper volume and quality sustainably. That means using the 𝐥𝐚𝐭𝐞𝐬𝐭 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐚𝐧𝐝 𝐛𝐞𝐬𝐭 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞𝐬 to reduce waste (including emissions) while meeting the expectations of our communities and customers. 𝐀𝐜𝐜𝐞𝐬𝐬 𝐌𝐢𝐧𝐢𝐧𝐠. 𝐌𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐨𝐫𝐞. #cleanenergy #sustainablemining #coppermining

⚡ CATL's John H. Kwon shares insight at #GigaAPAC 2024 CATL executive John H. Kwon told Giga APAC delegates that the Chinese #battery maker is open to buying processed #lithium from Australia in the future and that the country should build out its downstream lithium processing capacity. Australia ranks as the largest lithium miner in the world and is forecast to mine 34% of the global lithium supplies this year. However, the country’s lithium chemical supply share is forecast to reach just 4% in 2030, from around 1% this year. Read Benchmark's summary of the session ⬇ https://lnkd.in/eswgvKTW Request a free trial for Benchmark Source ➡ https://lnkd.in/eSG5_vuh

🗺️This map from Benchmark Mineral Intelligence charts every operating lithium mine and lithium chemical production facility as well as those in development for operation in 2030. Key stats for each region including ESG metrics are also shown. Explore the map and learn more about the World of Lithium!

In this month’s Battery Materials Review we explain why we think it’s time to go “Full Bull” on lithium equities and which segments to focus on; why we think the US and EU have got it wrong on their strategies to build out a raw materials supply chain; and why we thing lithium-ion cell prices won’t go any lower than they are now. Subscribe to find out more! PLUS - All the all the usual news and analysis on the raw materials, batteries, EVs, Energy Storage sectors; our Exploration Tracker, Development Tracker, Finance Tracker and M&A tracker; our Gigafactory monitor; our Battery Supply Chain trade and consumption analysis; and Materials and Equities performance reviews. Want to understand what's going on in Battery Materials? Subscribe to Battery Materials Review - the only publication which tracks all the battery materials in one place, on a monthly basis. https://lnkd.in/dwvQ2V2 #investing #mining #miningexploration #evs #ev #electricvehicles #lithium #graphite #lithiumionbatteries #energystorage #electricandhybridvehicles #cobalt #nickel #ree #vanadium #battery #batteries #batterymetals #bevs #anode #cathode #manganese #rawmaterials #materials #energytransition #supplychain #emobility

🌎 Benchmark Lithium Infographic – The Evolving Global Landscape 📈 Lithium production will exceed 1 million tonnes LCE for the first time in 2024 and will more than double to 2.7 million by 2030. ⛏ While the majority of extraction occurs in South America and Australia, it is China that dominates the processing scene. In our latest infographic, The World of Lithium, Benchmark’s world class #lithium industry data is utilised to illustrate how the global lithium landscape is being transformed by #battery demand. Request Benchmark’s new lithium infographic here ➡ https://lnkd.in/eeBd3tDt Thanks to our sponsors: Evove AMG Lithium GmbH Arizona Lithium Limited (ASX:AZL) Hosokawa Micron Limited Latin Resources Limited LevertonHELM Mangrove Lithium JGM "When you need it yesterday" Surge Battery Metals

In 2030, the global demand for lithium is expected to surpass 2.4M metric tons of lithium carbonate equivalent, doubling the demand forecast for 2025. Increases in battery demand for EVs will drive lithium consumption over the next decade.

Demand for lithium is projected to be as much as 1,187.5 kilotonnes by the year 2040. That's a 1,219% increase from the 73.3 kilotonnes consumed in 2022. An important trend for lithium project explorers and developers. Source🔗 https://buff.ly/3SztwwP #UnitedLithium #Lithium #BatteryMetals