Green Car Congress

MAY 1, 2021

Total Chinese stocks (658kt) are equivalent to 2.6 Chinese refined consumption rebounded 18% YOY in Q1 2021. Goldman Sachs and Robert Friedland, Founder of Ivanhoe Mines, suggest prices of US$15,000/t might be seen by 2025, due to restricted supply and bullish demand growth. These stocks, however, currently represent only 1.9

Price 418

Price Peru Chile Chinese 418

Green Car Congress

MAY 20, 2013

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

Market Chile Argentina Batteries 296

Green Car Congress

JANUARY 30, 2019

Investing in the commodity market can be a roller-coaster ride; what with the incessant boom-and-bust cycles driven by the ebb and flow in infrastructural spending, production ramps/cutbacks and stockpiling/destocking supplies. That’s certainly a massive production ramp-up considering that global production in 2017 totaled just over 200kt.

2018 278

2018 Supplies 2019 Price 278

Green Car Congress

JULY 20, 2016

Given this new investment, plug-in electric vehicle (PEV) sales are expected to experience 62% year-over-year growth in 2016 , 60% in 2017, and likely 100% in 2018. Apart from these two mines, no new developments are expected in 2016, though 2017 may bring further new entrants. Demand Response: A Wild Ride.

Price 150

Price Nevada 2016 Grid 150