Streetwise Cobalt / Lithium / Manganese Articles
Six Lithium Companies Chris Berry Likes
Source: The Energy Report Editors (6/28/12)
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.
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Lithium Demand Will Spike: Daniela Desormeaux
Source: George S. Mack of The Energy Report (6/28/12)
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.
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Chile Pitches Lithium to Investors in New York
Source: Fox News Latino (6/20/12)
"Deputy Mining Secretary Pablo Wagner is trying to drum up investor interest in contract bidding to produce lithium in Chile, which has 25% of the world's reserves of the mineral."
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Energy Metals Bonanza: Chris Berry
Source: Brian Sylvester of The Energy Report (3/27/12)
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.
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How to Profit from the Energy Efficiency Boom
Source: Eric Dutram, Zacks Investment Research (3/21/12)
"Companies in this segment could be key components in a time of high energy prices, helping to stretch supplies in all forms of energy."
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The Who, What and Where of Energy Investing: James West
Source: Brian Sylvester of The Energy Report (2/23/12)
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.
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Lithium Investment to Power Portfolios: Daniela Desormeaux
Source: George Mack of The Energy Report (1/26/12)
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.
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American Classic Finds New Life in China
Source: Frank Holmes, U.S. Global Investors (12/1/11)
"Companies plan to introduce hybrid and electric cars in cities throughout China."
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Top-Rated Energy Investing Advice Revisited
Source: The Editors, The Energy Report (11/22/11)
'Tis the season to count our blessings. At The Energy Report, we are grateful for all the distinguished experts who share their sage advice on the oil, gas, MLP, uranium and alternative energy investing sector day in and day out. To thank you, our dedicated readers, we are sharing some of the most-read insights published here in the last year. We appreciate your support and look forward to navigating the ups and downs of the energy market together in the coming years.
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European Shareholders a Boon for Resource Explorers
Source: Thom Calandra, Resource Investor (11/10/11)
"Fresh shareholders from Germany, Austria, France and Switzerland are showing up in the rosters of Canada metals and potash explorers."
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Vikas Ranjan: Companies Meeting Emerging Market Demand
Source: Brian Sylvester of The Energy Report (10/27/11)
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.
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Jonathan Lee: Companies Positioned to Grow with Exploding Lithium Demand
Source: Zig Lambo of The Energy Report (10/25/11)
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.
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Electric Vehicle Research in United States Generating Interest
Source: Dave Brown, Lithium Investing News (10/4/11)
"The review could shift research dollars toward lithium battery technology, as the DOE seeks to enable commercial industry stakeholders."
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Lithium Battery Industry Growing in China
Source: Dave Brown, Lithium Investing News (9/27/11)
"Several important developments in the lithium battery industry have turned a focus towards China as the country continues its quest to further its combustion technology."
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Battery Researchers Look to Seaweed
Source: EarthTechling, Steve Duda (9/21/11)
"Researchers at Clemson University have identified a promising new binder material for lithium-ion battery electrodes."
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Electric Vehicles Given Global Initiative
Source: Dave Brown, Lithium Investing News (9/15/11)
"This could lead to quicker adoption rate for the lithium battery technology; however, it may create a challenging environment for smaller pure-play lithium battery manufacturers."
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Jelly Batteries Break the Mold
Source: BBC, Hamish Pritchard (9/14/11)
"The jelly replaces the volatile and hazardous liquid electrolyte currently used in most lithium batteries."
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Lithium Prices to Continue Gains
Source: Mining Weekly, Matthew Hill (9/14/11)
"Demand for the silvery white metal continues to climb as supply tightens."
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Lithium Industry Q411 Outlook
Source: Dave Brown, Lithium Investing News (9/12/11)
"Lithium remains the far superior choice for energy and power storage needs and is likely to see continued strong demand over the next decade."
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AAA Prepares for Electric Vehicle Boom
Source: Sacramento Bee, Mark Glover (9/6/11)
"AAA is rolling out roadside-assistance trucks capable of providing 10 to 15 minutes of battery charging time to electric vehicles."
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Chris Berry: Big Multiples Expected for Patient Lithium Investors
Source: George Mack of The Energy Report (9/1/11)
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.
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2011 Lithium Market Trends
Source: Lithium Investing News, Dave Brown (8/31/11)
"This year has seen a rising number of direct partnerships between lithium producers and battery manufacturers, consumer electronics companies and industrial conglomerates."
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Canada Committing to Electric Vehicle Industry
Source: Lithium Investing News, Dave Brown (8/24/11)
"Canada is creating the framework for programs that further electric vehicle initiatives, especially those which support potential lithium-ion battery recycling."
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Lithium-Ion batteries to Reign Auto Space
Source: GigaOm, Ucilia Wang (8/17/11)
"If the electric car market is a Daytona 500 race, it's only on its first lap. Will the industry speed ahead and power a growing lithium market? An IHS report gives a resounding 'yes.'"
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Green Energy Costs Will Drop: Mcguinty
Source: Toronto Sun, Jonathan Jenkins (8/10/11)
"McGuinty unveiled an $80M fund to boost the number of electric car recharging stations."
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