China #lithium spot prices:
“breather”? Or beginning of a “price apocalypse”?
Currently, Lithium makes up 25% of my portfolio.
But are Lithium prices here to stay?
5 key charts say so. Prices are to stay elevated for a very long time.
Let's have a look
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“breather”? Or beginning of a “price apocalypse”?
Currently, Lithium makes up 25% of my portfolio.
But are Lithium prices here to stay?
5 key charts say so. Prices are to stay elevated for a very long time.
Let's have a look
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The growth for Lithium is the biggest from all EV minerals
Lithium has a 90% share off all clean air technologies by 2040
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Lithium has a 90% share off all clean air technologies by 2040
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Compared to 2020, this would translate in a 42 times bigger demand for Lithium.
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Currently there is no production in europe, canada, us
this emphasizes the strategic aspect of this critical metal
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this emphasizes the strategic aspect of this critical metal
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Currently, a negligible amount is recycled
lithium scores particularly poorly here
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lithium scores particularly poorly here
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The average time to bring Lithium discoveries in production is 6-8 years.
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My preferred vehicle to play the Lithium market is Brunswick Exploration, $BRW.v
A renowed team with a disruptive approach. More on that here:
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A renowed team with a disruptive approach. More on that here:
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When I asked them 9 months ago what their goal was... the answer was simple but clear: become the exploration leader in the global Li market.
It may sound spectacular (the same chairman realised a x52500 value increase before with the Canadian Malartic mine)
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It may sound spectacular (the same chairman realised a x52500 value increase before with the Canadian Malartic mine)
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Cheers, GV
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Cheers, GV
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