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?

‘Goldman Sachs vs lithium’ part 2

Posted on by The Toolkit

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

Goldman Sachs and Credit Suisse are bearish lithium. Here’s why you shouldn’t be

Posted on by The Toolkit

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

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

Posted on by The Toolkit

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 by The Toolkit

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

Posted on by The Toolkit

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

These 5 reasons to invest in lithium stocks are all you need to know to add the metal to your portfolio

Posted on by The Toolkit

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

5 things you need to know before investing in lithium stocks

Posted on by The Toolkit

So the world is going crazy about lithium and it all sort of started back in 2015, when the price tripled (I wrote about it before). Unless you live under a rock you are very aware of this. Most projections strongly suggest that this trend will continue because the fundamentals behind these estimations are very … Continue reading 5 things you need to know before investing in lithium stocks

Argentinean conundrum. Part 2: Yes, it is time to go back!

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A little over a year ago, I wrote about why I thought it was time for investors to return to Argentina; I shared what was happening after Mauricio Macri took office and what was to be expected, in my opinion. Shortly after, I was also one of the experts interviewed by The Northern Miner, a … Continue reading Argentinean conundrum. Part 2: Yes, it is time to go back!

The Argentinean conundrum: Is it time to go back?

Posted on by The Toolkit

It’s been only 70 days since Mauricio Macri took office, Argentina’s 53rd president, and already the mining industry can celebrate pro-business policies being put forward boldly and without hesitation, as promised during his campaign. The currency controls were lifted swiftly –as I always said they would, but frankly I never thought it would take so … Continue reading The Argentinean conundrum: Is it time to go back?