lithium – PAOLA ROJAS' BLOG

Albemarle wants more Australian lithium but the price tag will be hefty [Twitter thread unrolled]

Posted on April 9, 2023April 18, 2023 by Paola Rojas, CEO

Record-breaking. Well, almost. Last week the #lithium space woke up to $ALB Albemarle’s massive $3.7 billion bid for $LTR Liontown being rejected. Let's dissect: While it may not move the needle on a sector-wide scale, it would have been the largest lithium #acquisition on record, as per S&P Global’s data. But management decided the offer … Continue reading Albemarle wants more Australian lithium but the price tag will be hefty [Twitter thread unrolled]

Is Chile moving to incentivise lithium investment? [Twitter thread unrolled]

Posted on April 2, 2023March 31, 2023 by Paola Rojas, CEO

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? [Twitter thread unrolled]

‘Goldman Sachs vs lithium’ part 2 [Twitter thread unrolled]

Posted on January 14, 2023February 7, 2023 by Paola Rojas, CEO

The 'Goldman Sachs vs lithium' saga is far from over. Lithium stocks are bleeding everywhere. Yet GS’ lithium exposure has never been larger. I went through their 13F filings and the most recent news since my November thread. Here's your update: By the way... I've been investing in lithium since 2008 so I've seen a … Continue reading ‘Goldman Sachs vs lithium’ part 2 [Twitter thread unrolled]

Goldman Sachs and Credit Suisse are bearish lithium. Here’s why you shouldn’t be [Twitter thread unrolled]

Posted on December 17, 2022December 15, 2022 by Paola Rojas, CEO

1/ Here we go again. $GS and $CS announced bearish views on lithium. Stocks in the sector plummeted. I spent hours reading news and reports to give you a well-rounded summary of what investors and experts say. (and my thoughts at the end) Buckle up: 2/ What happened: • Goldman Sachs forecasted lithium supply to … Continue reading Goldman Sachs and Credit Suisse are bearish lithium. Here’s why you shouldn’t be [Twitter thread unrolled]

Lithium investing 101 to help you venture into this growing theme (whether you already invest in mining or not) [Twitter thread unrolled]

Posted on November 26, 2022December 15, 2022 by Paola Rojas, CEO

Lithium is the core of the batteries we use daily. All critical metals will continue expanding as the energy transition speeds up. Here's your “Lithium Investing 101” to help you venture into this growing theme. Before you buy a single share of a lithium-focused company, these 5 concepts will set the stage for you. These … Continue reading Lithium investing 101 to help you venture into this growing theme (whether you already invest in mining or not) [Twitter thread unrolled]

Lithium ‘charges on’… but these 4 challenges lie ahead for the battery metal

Posted on November 23, 2022November 27, 2022 by Paola Rojas, CEO

Lithium is widely found on earth, but to date, the market is still learning to grow and many challenges lie ahead. Rising prices Lithium and other battery metals and minerals are the bottleneck we must solve for the energy transition to go global. Before gigafactories existed, the raw materials in batteries represented only 40% of … Continue reading Lithium ‘charges on’… but these 4 challenges lie ahead for the battery metal

Lithium keeps rising, but guess who’s coming along for the ride? Graphite.

Posted on November 17, 2022November 27, 2022 by Paola Rojas, CEO

As the lithium thesis becomes mainstream, other commodities that play a role in the energy transition are gaining ground. Graphite tops the list. 📊 Bloomberg Markets Graphite is the largest component of li-ion batteries by volume, as it is most of the anode in an NMC chemistry. 📊 S&P Global Market Intelligence Time to ponder … Continue reading Lithium keeps rising, but guess who’s coming along for the ride? Graphite.

Lithium oversupply is unlikely… and here are 5 reasons why. The battle between Benchmark Mineral Intelligence vs Goldman Sachs [Twitter thread unrolled]

Posted on October 2, 2022December 15, 2022 by Paola Rojas, CEO

Given recent developments, I feel fitting to bring back this piece by Benchmark Mineral Intelligence in response to Goldman Sachs. Minor edits for brevity. Lithium oversupply? Not likely. Why? 1) The industry cannot rely on China feedstock meeting the market Goldman sees the most “significant” new lithium supply coming from China. Despite progress, Chinese hard rock resources are … Continue reading Lithium oversupply is unlikely… and here are 5 reasons why. The battle between Benchmark Mineral Intelligence vs Goldman Sachs [Twitter thread unrolled]

These 5 reasons to invest in lithium stocks are all you need to know to add the metal to your portfolio [Twitter thread unrolled]

Posted on September 11, 2022December 15, 2022 by Paola Rojas, CEO

The energy transition is upon us, whether you like it or not. So... here are 5 reasons you SHOULD consider investing in lithium, today and for the long term: 1) To start, rising quantities of batteries are desperately needed to push electrification forward. Electric vehicles require efficient and lightweight power storage (aka batteries) that can … Continue reading These 5 reasons to invest in lithium stocks are all you need to know to add the metal to your portfolio [Twitter thread unrolled]