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Lithium Supply Risks Ahead
$BRW.V $AN.V $FL.V $PMET.CN

According to the S&P Global Market Intelligence, plug-in EV sales across key markets China, Europe and the US were up 96 percent year-on-year in the first quarter of 2022, despite weaknesses in the overall vehicle market caused by the ongoing computer chip shortage.
The long-term EV sales outlook is positive, which means lithium's recent demand breather could be temporary.

“We don't know how long the lockdowns are going to last in China, but the underlying fundamentals are still there,” William Adams, head of base and battery metals research at Fastmarkets, said at a recent webinar. “The lithium market is very tight. We don't see that easing anytime soon.”
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$6.1m follower assets
The Trouble With Lithium
The trouble with lithium is that you probably don't own enough.

My proceeds (so far) on Patriot Battery Metals $PMET.CN

If you think lithium's run is nearing an end, you may want to read the article attached. Then checkout some of my favorites:
$PMET. CN $AN.V $FL.V & $BRW.V

DYODD and always happy to answer any questions I can!

"The consequences of failure to produce enough lithium are potentially devastating. Global investment in EVs has grown faster than any other new-energy sector over the past few years, outstripping even wind and solar power"

Analysts at Macquarie Group Ltd. warned of a “a perpetual deficit,” while Citigroup Inc. nearly doubled its price forecast for 2022, saying an “extreme” rally could be coming.

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I have $LIT, lithium ETF on my watch list, just waiting for a confirmed daily chart up trend to enter, :)
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Battery Metals Required?
Hyundai Motor Group said on Friday it plans to invest about $5.54 billion to build its first dedicated full electric vehicle (EV) and battery manufacturing facilities in the United States.

In its baseline outlook, Roskill forecast demand to continue to grow to more than 900,000t Ni by 2029, boosted "not merely by rising adoption rates of EVs, but also by increased vehicle range (and battery size), and the increased intensity of use of nickel among various competing battery chemistries, growth in nickel sulphate demand is set to outpace that of most other battery raw materials". https://www.mining-journal.com/research/news/1364769/nickel-sulphate-demand-to-exceed-900-000t-by-2029

Lithium spodumene/brine & Nickel Sulphate are keys to EV production.
Tickers for your watchlist:
$AN.V $FL.V $BRW.V $PMET.CN
$SPC.V $HZM.TO $CRI.V
DYODD :)
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$6.1m follower assets
Lithium - Automakers & Control of Supply Chain
While many gigafactory announcements have been driven by automakers teaming up with battery makers, these collaborations need to go further into raw materials according to Tirumalasetty. “You have to go further upstream to figure out where you’re getting your raw material from,” Tirumalasetty says. “That’s the only way to control the supply chain.”
$FL.V $PMET.CN $BRW.V
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Bingo - “This disconnect between battery production capacity and critical materials could hit the automakers hardest as price volatility is passed downstream. “Large automakers are realising they need to vertically integrate their businesses into battery materials as well,” Tirumalasetty says.
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OEMs Insatiable Demand for Lithium
Aggressive targets for EV production will not be met unless auto manufacturers can secure the required supply of battery metals. Lithium may be an abundant resource but it's currently not mined and produced in sufficient quantities to meet demand, which is only increasing significantly every year.

$PMET.CN $FL.V $AN.V $BRW.V
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There are some very interesting dynamics at play with the lithium sector.

As with any mineral going from prospect to extraction takes an incredibly long time so it’s likely that EV makers will be in lithium deficit for some time.

I’m aware of some niche companies exploring the possibility of magnesium batteries instead of lithium. Which I don’t think would be used in EVs but could be used for general household batteries.

Another thing I noticed is that we seem to be advancing battery recycling I remember buying a pack of rechargeable batteries that quoted to be 5% recycled. I bought a pack this weekend and it claims to be 15% recycled.

Definitely bullish on lithium but keeping my eye out for niche alternatives like lithium recycling or magnesium batteries.
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$6.1m follower assets
Interview: Tremendous Buy Opportunity
I've made it well known that I am a fan of @inventacapital & Craig Parry.
MUST WATCH INTERVIEW
'Never a better time to buy battery metals', 'last couple days Aussie markets significantly outperformed Canadian', 'tremendous buying stage for Canadian equities'
$PMET.CN
$BRW.V
$FL.V
$FPX.V
#nickel #lithium
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$6.1m follower assets
Volkswagen taking on TSLA by 2025
That's a lot of lithium... $AN.V $PMET.CN $FL.V $BRW.V
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