Lithium in 2015: Positioning for the Inflection Point
Source: Chris Berry, Disruptive Discoveries Journal  (1/5/15)
"With an overall growth rate of demand of 8% for lithium, even if demand falters somewhat and averages 6%, this is still double global GDP growth rate estimates, offering a buffer against economic headwinds." More >

Be Bold and Seek the Sizzle, Says VSA Capital's Paul Renken
Source: Brian Sylvester of The Mining Report  (12/16/14)
It's time to be bold, says Paul Renken, senior geologist and analyst with London-based VSA Capital. He seeks the "sizzle," or the narrative, in mining equities because the sizzle moves the story. But Renken remains selective and likes to see a significant discovery or acquisition that provides a clear path to investor returns. In this interview with The Mining Report, he recommends a veritable laundry list of companies in numerous commodities operating around the world. More >

The Tao of Investing in the Renewable Energy Market: Practice Patience, Not Panic, Says JinMing Liu
Source: Tom Armistead of The Energy Report  (10/29/14)
With the market bucking like a rodeo bull, investors should hang on and sit tight, JinMing Liu advises, especially with the high-beta cleantech and renewable energy industries he covers. In this interview with The Energy Report, the senior vice president and director of research at Ardour Capital Investments explains how the recent market correction affects both the cleantech and waste-management companies in his portfolio. His advice throughout: Be patient. More >

Canaccord's Luke Smith: Five Aussie Companies with Cash Flows, Low Costs and MOUs
Source: Kevin Michael Grace of The Mining Report  (8/26/14)
Now more than ever, only select mining companies are attracting investors. Luke Smith, head of mining research for Canaccord Genuity in Melbourne, argues that low costs, increasing cash flows and improved net cash positions are crucial for gold companies. Solid contracts with end-users and strong institutional support are crucial for commodities. In this interview with The Mining Report, Smith highlights two undervalued Australian gold companies and three Australian companies in graphite and lithium that have already seen explosive share growth and appear poised for even greater gains. More >

Multibillion-Dollar Takeover Reflects Lithium Market Potential
Source: Bloomberg  (7/15/14)
"The market for lithium, which is also used in batteries for laptop computers, may double in a decade, with demand growing at 7–10% annually." More >

Jeb Handwerger: Are You Ready for Doubles and Triples in Uranium Mining Stocks?
Source: JT Long of The Energy Report  (7/10/14)
Are you brave enough to buy straw hats in winter? From uranium to oil services to lithium, savvy investors can find innovative ways to make money based on fundamental supply and demand rather than emotion and fashion. In this interview with The Energy Report, Gold Stock Trades editor Jeb Handwerger outlines the trends that will shape the future of energy commodity investing, and names some of the best examples of shabby chic stocks worth more than their current price tags. More >

Luisa Moreno: Graphite, Lithium and REEs Essential to Hot Technologies
Source: Brian Sylvester of The Mining Report  (7/8/14)
Graphite. Lithium. Rare earth elements. What do these metals and minerals have in common? They are playing bigger and more critical roles in widely used big kid toys like smartphones, tablets and electric vehicles. Investors can't stay on top of every hot commodity but Luisa Moreno, mining analyst with Euro Pacific Canada, offers some companies developing graphite, lithium and REE resources for the toys and technology of the future in this interview with The Mining Report. More >

Survival Strategies in the Atacama Desert: Chilean Lithium Miners Manage by Playing the Regs
Source: Tom Armistead of The Mining Report  (5/20/14)
Lithium is an essential component of batteries for small electronics and large electric vehicles as well as for materials for the housing and construction industry. In this interview with The Mining Report, economist Daniela Desormeaux, founder of signumBOX and widely quoted expert on industrial chemicals, shines a light on the lithium industry for investors looking for a new opportunity. More >

The Numbers Don't Lie: Why the Industrial Minerals Sector Is Here to Stay
Source: Brian Sylvester of The Mining Report  (1/28/14)
There are two ways to visualize the critical metals and industrial minerals sector. Some see a hostile climate, where junior mining companies compete for scarce financing dollars. But there's a sunnier side to this story: more than ever, companies, government and academia are forming partnerships to solve a global problem—the ongoing need for scarce critical materials. In this Mining Report interview, Luisa Moreno, industrial minerals analyst with Euro Pacific Capital, discusses the challenges and the prospects for players in a sector she insists is here to stay. More >

Play the Market Bottom and Focus on Energy Commodities: Chris Berry
Source: J. Alec Gimurtu of The Mining Report  (11/5/13)
Commodities are and always will be a cyclical market, asserts Chris Berry of House Mountain Partners. That's why he's not sweating disappointing stock performance and flat pricing environments. But the self-described long-term bull on energy materials has big plans on how to play growth in the developing world, and he insists that now is the time for investors to position themselves ahead of an upswing. Find out about companies that have the cash, the assets and the strategy to create long-term shareholder value in this interview with The Mining Report. More >

Electric Vehicle Infrastructure: The Chicken/Egg Dilemma
Source: Genevieve Alberts, The Energy Collective  (8/26/13)
"There is a solution on the horizon: smart grids, and their younger sibling, the smart meter, the saviors of managing demand. A smart system would allow the mediation of electric vehicle electricity demand by making a 'smart' decision about how to 'smooth out' the demand to mitigate the surge." More >

Two Ways to Capitalize on Accelerating Lithium Demand: Luisa Moreno
Source: Tom Armistead of The Energy Report  (8/22/13)
The sleekest, most efficient electronic product is nothing without the battery that powers it. Enter lithium, the raw material battery manufacturers depend on. With electric/hybrid vehicle use on the rise and demand for consumer electronics steadily climbing, lithium producers with quality product should have no shortage of potential buyers. In this interview with The Energy Report, Luisa Moreno, mining and metals analyst with Euro Pacific Canada, names her top lithium picks with both the goods and the customers. More >

Will Wireless Power Revolutionize Mobile Tech?
Source: Louis Basenese, Daily Reckoning  (7/16/13)
"Battery improvement has seriously lagged other technologies over the past 20 years or so." More >

Transformative Energy Technologies: Michael and Chris Berry
Source: George S. Mack of The Energy Report  (6/13/13)
The synergy of temperament and intellect has fostered much success for the father-son team of Michael Berry, editor of Morning Notes, and Chris Berry, founder of House Mountain Partners LLC. In this Father's Day interview with The Energy Report, the Berrys reveal what they've learned from each other's investment strategies over the years, and mull energy metals and emerging green technologies that could be "compelling investment opportunities." They also reveal that, for all the familial camaraderie, there are energy issues about which they strongly disagree. More >

New Wyoming Lithium Deposit Could Meet All U.S. Demand
Source: John Daly, OilPrice.com   (4/29/13)
"Last year virtually all of the major brine and mineral-based lithium producers increased their prices, which in turn has spurred prospecting." More >

Chris Berry: Energy-Metals Juniors with Derisked Projects Are Takeout Bait
Source: Tom Armistead of The Energy Report  (3/19/13)
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. More >

Mansur Khan: Will the Electric Vehicle Tipping Point Transform Lithium Markets?
Source: Zig Lambo of The Energy Report  (3/5/13)
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. More >

New Technique Reveals Lithium in Action
Source: R&D, David Chandler  (10/8/12)
"This new method for studying the reactions of such batteries in detail could help researchers in their quest to design better batteries." More >

Could More Lithium Mining Stocks Benefit from Merger Mania?
Source: Zig Lambo of The Energy Report  (9/4/12)
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. More >

Mitsubishi Opens Lithium-Ion Batteries Separator Plant for Electric Vehicles in Japan
Source: Reve  (8/1/12)
"To meet rising demand for lithium-ion batteries in electric cars, laptops and other devices, Mitsubishi Plastics Inc. is opening a second facility in Japan making polyolefin-based films for lithium-ion batteries." More >

The Economics of Lithium-Ion Battery Pricing
Source: GreenTech Pastures, Heather Clancy  (7/26/12)
"New research from McKinsey & Co. suggests that lithium-ion batteries need to cost about $250 per kilowatt-hour in order for automakers to design and manufacture electric vehicles that are priced competitively." More >

Nemaska Lithium to Build Valleyfield Refinery
Source: The Montreal Gazette  (7/18/12)
"The site is served by ample rail and road connections and Valleyfield Port on the Seaway, and also has natural gas. Potential users of the lithium hydroxide-carbonate and byproducts are located nearby." More >

Report Sees Cost for EV Batteries Dropping 70% by 2025
Source: Reuters  (7/11/12)
"Manufacturing these batteries on a larger scale represents one-third of the potential price reduction by 2025, McKinsey said." More >

California Bill Helps Pave Way For Lithium Gold Rush
Source: Forbes, Todd Woody   (7/9/12)
"A bill moving through the California Legislature would help clear the way for a novel technology to mine lithium from geothermal brine in the Golden State's Salton Sea region." More >

New Lithium Mines Planned for Canada May Challenge Pollution Rules
Source: The Canadian Press, Dean Beeby  (7/2/12)
"The recent surge in lithium exploration includes several companies developing Canadian sites, and Canada's existing environmental regulations are not well-tailored to the burgeoning industry." More >