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Roskill forecasts increasing dependence of Li market on batteries; switch from portable electronics to hybrids

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Consumption of lithium in rechargeable batteries by end use, 2012-2017, kt LCE. In addition, in the period to 2017 Roskill forecasts that the main market driver for lithium-ion batteries will gradually switch from portable consumer electronics to electric vehicles, especially hybrid variants. Source: Roskill. Click to enlarge.

Market 296
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Oversold Lithium could be about to rally

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Shares of major lithium producers and explorers including Sociedad Química y Minera de Chile (NYSE:SQM), Albemarle Corp. That’s certainly a massive production ramp-up considering that global production in 2017 totaled just over 200kt. Lithium carbonate prices will steady in 2019 before picking up steam starting 2020.

2018 278
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Opinion: Why Lithium Will See Another Price Spike This Fall

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Price doubling from 2014/2015 was first seen in China and is now being felt worldwide, with lithium hydroxide prices from $16-20 and carbonate prices from $12-14 thousand USD per ton. Apart from these two mines, no new developments are expected in 2016, though 2017 may bring further new entrants. Automotive Thrust.

Price 150
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BNEF: global investment in energy transition hit $500B in 2020; $139B on EVs and infrastructure

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Global investment in carbon capture and storage (CCS) tripled to $3 billion, and that in hydrogen was $1.5 This was the second-highest annual figure ever (after 2017’s $313.3 Other markets seeing $3 billion-plus totals included Taiwan, Australia, South Korea, Poland, Chile, Turkey and Sweden. Renewable energy investment.

2020 259