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"EFR is guiding to exit the year with ~526 Klb U3O8 in inventory; this will set the company up nicely to meet sales contracts in 2014." (11/15/13) Energy Fuels Inc. - Colin Healey, Haywood Securities Moreá>
Companies Commented On
- American Vanadium Corp.
- Apella Resources Inc.
- Atlantic Ltd.
- Energizer Resources Inc.
- Evraz Highveld Steel and Vanadium Ltd.
- FMC Lithium Corp.
- Galaxy Resources Ltd.
- Largo Resources Ltd.
- Lithium Americas Corp.
- Lithium One Inc.
- Magna International Inc.
- Mitsubishi Corporation
- Ningbo Shanshan Co. Ltd.
- Northern Graphite Corporation
- Orocobre Ltd.
- Rockwood Holdings Inc.
- Rodinia Lithium Inc.
- Sociedad QuÝmica y Minera de Chile S.A.
- Talison Lithium Ltd.
- Toyota Tsusho Group
- Western Lithium USA Corp.
- Xstrata Plc
Could More Lithium Mining Stocks Benefit from Merger Mania? (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.
Jonathan Lee: Companies Positioned to Grow with Exploding Lithium Demand (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.
Jonathan Lee: Graphite and Vanadium to Benefit from Battery Market Growth (10/25/11) Graphite and vanadium may be relatively obscure materials, but these commodities could get a jolt from developing battery technology. In this exclusive interview with The Critical Metals Report, Jonathan Lee of Byron Capital Markets explains how graphite and vanadium play critical roles in rapidly growing battery markets, as well as in the steel industry, which is experiencing healthy growth. Both vanadium and graphite have limited production sources in North America, and the companies he discusses look poised for major supplier status.
"LAC has two strategic investors in Magna Resources Ltd. and Mitsubishi Corp. The Talison/Rockwood deal may put more pressure on them to move forward with their commitments." (9/4/12) Lithium Americas Corp. - The Energy Report Interview with Jonathan Lee Moreá>
"ZC has an interesting business model; it scours various countries for investments and nurtures a stable of companies." (12/3/13) Zimtu Capital Corp. - The Mining Report Interview with Thomas Drolet Moreá>
"Of note is SYH, which has properties in the Patterson Lake South area and is part of the Western Athabasca Syndicate." (12/3/13) Skyharbour Resources Ltd. - The Mining Report Interview with Thomas Drolet Moreá>
"MVN's Alberta assets can help support cash flow and operations while the company continues to develop its large asset base in the southern cone." (11/26/13) Madalena Energy Inc. - The Energy Report Interview with Xavier Grunauer Moreá>
"Bringing an alternative pipeline on-line will allow MMT to produce more, generate more cash and at the end of the day, increase its dividend." (11/21/13) Mart Resources Inc. - The Energy Report Interview with Amin Haque Moreá>