Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain

Posted on by The Toolkit

Albemarle & SQM are 'top dogs' in lithium production. Combined market value is just under $47B. Their 2023-2030 outlook gives clear insights into what's ahead for investors, EVs and the battery supply chain. Here's your summary: Before we dive in, note both: produce lithium carbonate/hydroxide, and more. grew revenue exponentially in 2022, due to higher … Continue reading Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain

Lithium is finally mainstream (I have proof!)

Posted on by The Toolkit

It was bound to happen. Lithium has elbowed its way into mainstream investing. You don't believe me? I looked into the holdings* of ~50 of the largest banks, hedge funds and asset managers. Here are the most widely held lithium stocks: 7. Standard Lithium $SLI 'By leveraging the existing infrastructure and operational expertise of the … Continue reading Lithium is finally mainstream (I have proof!)

Is Chile moving to incentivise lithium investment?

Posted on by The Toolkit

Promising. Chile, the 2nd lithium producer globally, may be gearing up to simplify & incentivise lithium investment, according to news reports. This could shift the landscape for the sector. Let's dissect 🧵 Reports say a bidding scheme process is in the works. https://www.emol.com/noticias/Economia/2023/03/01/1088056/licitar-litio-oficialistas.html Additionally, the Undersecretary of Mining, @willykracht said this to El Mercurio (leading … Continue reading Is Chile moving to incentivise lithium investment?

These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply

Posted on by The Toolkit

There is no decarbonisation without copper, and we've been underinvesting for over a decade. However, there are projects in the pipeline, if we can get past roadblocks... Here's your list of 10 deposits that could ignite the #energytransition, and bring over 200b lbs in supply 1 🇺🇸 Pebble $NDM.TO Located in Alaska, and potentially a … Continue reading These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply

Attending mega mining events. How to participate successfully and not die trying

Posted on by The Toolkit

Originally published in May 2010 on Argentina Mining's monthly newsletter. By Paola Rojas* Participating in events is a costly endeavour and as a result it requires careful planning to maximize your ROI. Some experiences in PDAC and Expomin that help to reach this goal. PDAC: “Where the mineral industry meets”. When they say that PDAC … Continue reading Attending mega mining events. How to participate successfully and not die trying

Repercussions of National Mining Day in Argentina

Posted on by The Toolkit

Originally published in May 2009, on Argentina Mining's monthly Newsletter By Paola Rojas Barrick’s Pascua Lama will begin construction in 3Q 2009 and Troy´s Casposo to follow in 4Q. May 7 was declared National Mining Day in the country in 1813 with the passing of the first law to encourage the development of Mining. Throughout … Continue reading Repercussions of National Mining Day in Argentina