Chemistries used in batteries are evolving. What is popular today may become a rounding error in years to come and vice-versa. Will be interesting to see this unfold. 📊 S&P Global Market Intelligence | Synergy Resource Capital Here are some exposure ideas: 🔹 Lithium Americas Corp. | LAC 🔹 CleanTech Lithium Plc | CTL 🔹 Albemarle Corp. | ALB 🔹 PILBARA MINERALS LIMITED | PLS 🔹 Patriot Battery Metals Inc. | PMET ___ Investing? → Get deal alerts via link in our bio. #lithium #EVs #EnergyTransition
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Concentrating lithium with lower cost and lower footprint has arrived at Fastmarkets! The Altillion, Inc. team is looking forward to Day 1 of the Lithium Supply & Battery Raw Materials 2024 Conference. Lithium brine asset developers are hungry for solutions that reduce project CAPEX, ease the barriers to project financing, and preserve profit margins in a turbulent lithium price environment. Let’s connect to explore how Altillion’s ALIX technology concentrates the eluate from other DLE technologies with the lowest cost and lowest footprint. #lithium #brine #criticalminerals
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How do the basic economics work for our Lithium refinery? Tees Valley Lithium Ltd's refinery located at the Wilton International Chemicals Park in Teesside UK is targeting a 25% EBITDA margin, which we think will hold firm or maybe slightly better throughout the whole lithium price cycle. We are not taking lithium price risk. Listen to Alkemy Capital Investments Chairman Paul Atherley explain in this video. #ALK #AlkemyCapitalInvestments #TVL #TeesValleyLithium #LithiumRefining #EV #BatteryMetals #ElectricRevolution
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Ken Hoffman, CFA, Global Co-leader, EV Battery Materials Group at McKinsey & Company, has provided the title and synopsis of his inspiring keynote presentation at AusIMM’s Critical Minerals Conference 2024, taking place next week. Presentation title: "How to build a long-term critical minerals path for a resilient future" Synopsis excerpt: Ken will go through what a country / industry needs to think about for building a successful long term critical minerals industry. Read full synopsis: https://lnkd.in/gZPD3r6S #AusIMM #CriticalMinerals2024 #CriticalMinerals
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An $8 million investment from world-leading South Korean #EV battery metals producer EcoPro Innovation Co., Ltd has boosted Green Technology Metals Ltd (ASX:GT1) as much as 48.45% to A$0.095 per share intraday. Proactive’s Tylah Tully takes us through the details of the deal in this episode of #JustTheFacts, which will involve staged asset-level investments in the Seymour and Root #lithium mine developments and negotiation of joint venture agreements. “We are looking forward to strengthening a long-term relationship with GT1 and being a part of the strategy to become a major North American lithium chemical supplier in Canada,” EcoPro Innovation CEO and president Yoon Tae (Anthony) Kim said. Green Technology Metals managing director Cameron Henry said the deal was a validation of GT1’s company, team, assets and ability. “EcoPro stands out as a top-tier strategic partner, bringing invaluable experience in owning and operating, not only successful lithium conversion facilities but also nickel pre-cursor and Cathode Active Material facilities globally,” He said. Read more about the investment and framework agreement on our website. https://ow.ly/iYLi50T1I0t #ASX #GT1 #LithiumMining #LithiumProcessing #BatteryMetals #CriticalMinerals #CathodeActiveMaterial
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Century Lithium Corp Produces Lithium Carbonate at Pilot Plant “At this point in time, the ability to make lithium carbonate at our pilot plant is an important step forward, in line with recommendations from our recently completed feasibility study” commented president and CEO, Bill Willoughby. “The drop in lithium prices over the last year has taken a toll on the share price of all lithium companies. Despite the downturn, domestic production is still key to the security of supply in the US. While it is becoming well known that a vast amount of lithium is contained within the claystone deposits of Nevada, the benefit in unlocking these resources is the ability to produce a battery quality lithium product onsite and thereby reducing or eliminating the need for downstream processing.” Read more here: https://hubs.la/Q02KmDmg0 #TSXV #LCE
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Fantastic news as we head into Cleantech Group's APAC Cleantech Forum in Singapore today where we will be recognised as one of the top cleantech companies in APAC. Our work with Mandrake Resources Limited validates DLE-R's ability to produce 99.9% pure battery grade lithium hydroxide from geothermal / oilfield brines in the United States. DLE-R's proprietary electro-membrane technology delivered this result using no water, no chemicals and minimal energy, making it ideal for Utah's water and resource constrained Paradox Basin. This Proof-of-Concept represents the first time any DLE technology has directly produced battery grade lithium hydroxide in a single, modular step. #DLE #apaccleantech25 #lithium https://lnkd.in/g4pbNH-g
Next-gen Direct #Lithium Extraction & Refining provider ElectraLith produces 99.9% pure #battery-grade Lithium Hydroxide from our Utah Lithium Project brines. We're advancing a Strategic Partnership Agreement for a DLE-R pilot facility: https://lnkd.in/gFSBStgT
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We’re excited to launch the 2023 Arcadium Lithium #Sustainability Report At Arcadium Lithium, our purpose is to safely and responsibly harness the power of #lithium to improve people’s lives and accelerate the transition to a clean energy future. We are committed to the transparent disclosure of our ESG performance, and we are proud of the role that we play in the critical minerals supply chain, advancing #battery technology and the transition to a clean energy future. Paul Graves, CEO: “We are pleased to issue the first sustainability report as Arcadium Lithium following the merger of equals between Allkem Limited and Livent in January 2024. Arcadium Lithium brings together two companies with long-standing, dedicated approaches to sustainability and this year’s report demonstrates our ongoing progress towards making a positive impact for our customers, employees and communities.” Karen Vizental, Chief Sustainability and Global Communications Officer: "The report brings the opportunity to start telling the sustainability story of Arcadium Lithium, marking a significant milestone in our journey towards a more responsible and resilient future. Looking ahead, we will present our new sustainable sustainability strategy and goals in future disclosures and report on integrated ESG metrics for the combined company." Learn more in the full #SustainabilityReport and highlights summary: https://lnkd.in/g3KiiWhN The report will soon be available in multiple languages. #ArcadiumLithium #BatterySupplyChain #CriticalMinerals #ElectricVehicles #EVs #LithiumIon
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International Battery Metals is suspending operations at its modular direct lithium extraction plant in Salt Lake City due to weak lithium prices, which have dropped significantly amid slower electric vehicle demand. The company is exploring options for the site and remains optimistic about market recovery by 2025. Click below to read more: https://lnkd.in/ePTC6Jwd #Lithium #ElectricVehicles #BatteryMetals #DLE #MarketTrends #SustainableEnergy #EVDemand #InternationalBatteryMetals #MiningNews #CommodityInsights
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Earlier this month, Benchmark Mineral Intelligence hosted the World Lithium Congress on the final day of #GigaUSA. Here, Benchmark Source outlines four key takeaways from the event. 1. Lithium industry scaleup needed to meet battery demands “The ability to scale lithium will ultimately dictate the ability to deliver a clean energy economy.” - Andrew Miller, Benchmark's COO 2. Lithium is global, but China is central Chinese companies were associated with around 60% of 2023 mined lithium production, despite just 20% of supply coming from China. 3. Lithium price volatility makes investment challenging "The degree of volatility and exaggerated volatility [...] is a major hurdle for existing participants and for aspirants." - Daniel Fletcher-Manuel, director of prices and data at Benchmark. 4. ESG compliance is crucial but requires changes to markets "We need to reward sellers that invest in improving quality and sustainability of critical minerals." - Kevin Rudd, Australia's ambassador to the United States.
Four key insights from Benchmark’s World Lithium Congress | Benchmark Source
source.benchmarkminerals.com
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Century Lithium Corp Reports 99.5% Lithium Carbonate at Pilot Plant These results mark yet another accomplishment by our pilot plant team” said president and CEO Bill Willoughby. “Until recently, we have focused on producing a concentrated lithium chloride solution, a representative portion of which we shipped offsite for conversion. We chose to focus on lithium carbonate as the end-product for our project, as it is a natural fit given the approach we developed for processing. With the ability to generate lithium carbonate samples onsite, the pilot plant is a more complete representation of the processes involved in a full-scale operation, and we can now supply lithium carbonate samples for testing by prospective partners and end-users.” Read more here: https://hubs.la/Q02QSzN00 #TSXV #LCE
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Looks like ethical Cobalt will be very much part of the picture.