Lithium Interviews

Chris Berry: Energy-Metals Juniors with Derisked Projects Are Takeout Bait

Juniors in the oligopoly-dominated energy-metals space must break into the ranks of producers or become acquired to survive and reward shareholders, says Chris Berry, editor of Morning Notes. Strategies for success include good geographic location, sales contracts, ample cash and experienced management, but as Berry says in his interview with The Energy Report, macroeconomic conditions can turn the ambitious junior into acquisition bait. - 03/19/2013

Mansur Khan: Will the Electric Vehicle Tipping Point Transform Lithium Markets?

The big bullish story on lithium holds that once consumers make the switch from fuel-burning cars to electric vehicles, the resulting demand for high-quality lithium batteries could make millionaires of investors exposed to lithium miners. Consumers aren't making the switch overnight, but Dundee Analyst Mansur Khan sees a tipping point on its way, along with blue sky potential. Khan has the skinny on mining companies with the goods to supply an ever-hungrier auto market and the skill to thrive in tight market conditions. Learn which names offer maximum upside in this The Energy Report interview. - 03/05/2013

Could More Lithium Mining Stocks Benefit from Merger Mania?

Rockwood Holdings' deal with Talison Lithium means more consolidation in an already tight market. With demand on the rise and supply lagging behind, lithium juniors and their partners are jockeying for market share. Analyst Jonathan Lee dissects the deal's implications in this exclusive interview with The Energy Report and champions both low-cost producers and Argentinean plays in this growing industry. - 09/04/2012

Six Lithium Companies Chris Berry Likes

Chris Berry knows an opportunity when it is rolling toward him. The House Mountain Partners founder sees the potential demand electric vehicles—and their batteries—will bring to the lithium market. While he waits for the impact predicted automotive, energy storage and generation innovation demand will have on the space, he has been busy researching companies using his 10-Point model to determine which juniors have the best chance of making it to the finish line. In this exclusive interview with The Energy Report, Berry names the six companies that stand out from the fleet of explorers trying to stake their ground before they run out of momentum. - 06/28/2012

Lithium Demand Will Spike: Daniela Desormeaux

Consumer demand for iPads and smart phones is on the rise, and electric vehicle sales could jumpstart in the near future. Pinpointing production spikes is no simple task, but Economist Daniela Desormeaux of market intelligence company signumBox has plotted some important points in lithium's demand timeline. In this exclusive interview with The Energy Report, Desormeaux highlights growth areas in the industry and explains why small-cap lithium producers will have room to compete with the big boys. - 06/28/2012

Energy Metals Bonanza: Chris Berry

It's a great time to be invested in energy metals, says Chris Berry, president and founder of House Mountain Partners. The current worldwide desire for a higher quality of life is a trend that will continue, argues Berry. In this exclusive interview with The Energy Report, Berry highlights the amount of research and development underway in the tech and energy sectors and why it spells a bullish message for lithium, graphite and uranium. - 03/27/2012

The Who, What and Where of Energy Investing: James West

James West, publisher of the Midas Letter, asks himself three questions when considering energy investment opportunities: Who is the management? What is the asset mix? Where is the project located? He shares the names of companies in the oil, gas, uranium and lithium sectors that have all the right answers in this exclusive interview with The Energy Report. - 02/23/2012

Lithium Investment to Power Portfolios: Daniela Desormeaux

The lithium market is currently dominated by a handful of major producers, but investors naturally look to smaller junior exploration and production (E&P) companies for the real growth. Economist Daniela Desormeaux of Santiago, Chile-based signumBOX takes a global macroeconomic view of the lithium industry and concludes that supply will meet demand, but if the adoption of vehicular lithium ion batteries occurs sooner than the market expects, demand could overtake supply. In this exclusive interview with The Energy Report, Desormeaux discusses some of the juniors that could ultimately add some energy to portfolios. - 01/26/2012

Vikas Ranjan: Companies Meeting Emerging Market Demand

Headlines scream gloom and doom, but Vikas Ranjan of Ubika Research sees brilliance on the horizon. As emerging markets develop, opportunities for profit abound: it's only a matter of identifying the most in-demand commodities. Meanwhile, cleantech companies are creating commercial solutions to keep the lights on and the water flowing. In this exclusive interview with The Energy Report, Vikas discusses the new Ubika Mining 30 Index and some companies ready to feed the need. - 10/27/2011

Jonathan Lee: Companies Positioned to Grow with Exploding Lithium Demand

Lithium continues to be in high demand as battery application growth outpaces the economy. In this exclusive interview with The Energy Report, Jonathan Lee of Byron Capital calls on his engineering and manufacturing background to explain the factors shaping the evolution of this growing market. He also brings us up to date on several promising companies blazing trails in the lithium industry. - 10/25/2011

Chris Berry: Big Multiples Expected for Patient Lithium Investors

Although lithium equities have not elevated moods much recently, House Mountain Partners founder Chris Berry makes his case that over the longer term the element will be in such strong demand for the electric vehicle (EV) revolution that investors will no longer be able to ignore explorers and emerging producers. The crucial growth driver is the nascent lithium-ion battery industry that will be vital to management and allocation of energy sources ranging from nuclear and coal to wind and solar. In this exclusive Energy Report interview, Chris has identified several publicly traded lithium juniors priced low enough to reward patient investors with big multiples on investment. - 09/01/2011

David Talbot: Uranium and Lithium Demand Powers Stocks

Mining Analyst David A. Talbot remains bullish on uranium and sees growing demand for lithium. In this exclusive interview with The Energy Report, he tells us why he believes the nuclear plant building boom will continue worldwide despite the recent setback in Japan. He has positive expectations for select stocks in both arenas. - 07/21/2011

Daniela Desormeaux: Can Lithium Ride the Electric Vehicle Craze?

Although lithium is not in short supply now, electric and hybrid vehicles could soak up new production of the versatile light metal for decades to come. In this exclusive interview with The Energy Report, Economist Daniela Desormeaux of Santiago, Chile-based signumBOX, elaborates on small exploration plays that could move up. - 06/02/2011

Steve Palmer: Small Oil Companies Poised for Big Growth

Hedge fund Founder Steve Palmer invests in micro- and small-cap companies that might grow explosively through successful exploration or development of novel technologies. By maintaining his focus on ground-breaking companies rather than commodities, Steve's AlphaNorth Partners Fund has achieved an extraordinary annualized return of 57.3% for the three year period ending April 30, 2011. In this exclusive interview with The Energy Report, he shares his secrets for targeting growth companies. - 05/10/2011

Jonathan Lee: Lithium Powers the Green Revolution

Demand for lithium, a super-light, yet super-charged metal used in batteries, has been slowly rebounding from a dip in 2009. Main players in the space are planning to expand and new market entrants are on the horizon. But which are poised to benefit if there is a glut in supply? In this exclusive interview with The Energy Report, Byron Capital Markets Battery Materials and Technology Analyst Jonathan Lee reveals his forecast for prices, supply and demand. - 04/19/2011

Chris Berry: Lithium to Elevate Equities and Investor Mood

House Mountain Partners Founder Chris Berry says Asia's need for strategic resources could push the cost of energy to the breaking point, and more efficient electricity storage to power vehicles is critical. High-capacity batteries depend on several metals, including lithium. In this exclusive interview with The Energy Report, Chris shares some of his favorite lithium companies and why he sees dramatic upside potential in each one. - 04/05/2011

Philip Williams: Uranium to Cross $100 Threshold in 2011

Philip Williams, Pinetree Capital's VP of business development, says the spot price for uranium will likely explode above $100/lb. in 2011. The good news, Philip says, is that even when uranium comes off its high, it will likely only fall to around $80. If Philip's right, we're on the cusp of another round of uranium market madness. Read this Energy Report exclusive for some of Pinetree's favorite uranium and lithium plays. - 02/10/2011

James West: The Revolution in Energy Investments

James West's Midas Letter, a fixture in the world of resource stock investing, is a well-known source of precious metals investing ideas. In an exclusive interview for The Energy Report, Writer Alan Trujillo talks with James about how he is expanding his focus to include energy. He covers a wide range of topics, from the shift in the traditional energy investment paradigm to where investors can get a foothold in companies with mega-discovery potential. - 01/20/2011

Jon Hykawy: High on Lithium

With oil prices edging closer to $100 per barrel, the chatter about electric cars is again on the rise. Jon Hykawy, head of global research with Toronto-based Byron Capital Markets, thinks the time is nigh for the mass adoption of electric cars, all of which will need specialty metals like lithium. But where is that lithium going to come from? In this exclusive interview with The Energy Report, Jon handicaps most of the players in the lithium space and highlights a few that could be takeover targets. - 01/06/2011

Bruno del Ama: Powered by Lithium

Cell phones, laptops, mp3 players—they are all powered by lithium. Bruno del Ama, the portfolio manager of New York-based, exchange traded fund issuer Global X Management, has recently launched an ETF targeting lithium companies for just this reason. In this exclusive interview with The Energy Report, del Ama discusses why sizeable deposits of lithium just now being developed may not be enough to keep up with the demand generated by consumer electronics and the emerging electric vehicles industry over the next decade. - 11/09/2010

Victor Gonçalves: Betting on the Raw Materials

Equities and Economics Report writer Victor Gonçalves says the cobalt story is still yet to come. In this exclusive Energy Report interview, Victor also explains how to tell the real rare earth companies from the wannabes. - 05/06/2010

Jon Hykawy: Lithium Heats Up as Demand Increases

Lithium is hot, hot, HOT—according to Byron Capital Markets Lithium Analyst, Jon Hykawy, who foresees continuing demand growth as technology is perfected and consumer demand increases globally. The Energy Report recently caught up with Jon to learn more about the range of factors currently supporting both the lithium and vanadium markets, as well as some exciting lithium-producing prospects. - 03/25/2010

Marin Katusa: Winning the Game with Zero-Risk Capital

The zero-capital investing philosophy advocated by Marin Katusa, senior editor of Casey's Energy Report, wins the hearts and lines the pockets of investors. But it often puts him in the doghouse with some the companies he admires most. In addition to learning more about the Casey Free Ride approach and Marin's current energy sector views, get an early glimpse of the European shale plays that have captured his fancy in this exclusive Energy Report interview. - 03/04/2010