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Companies Commented On

  • American Vanadium Corp.
  • Apella Resources Inc.
  • Atlantic Ltd.
  • Energizer Resources Inc.
  • Evraz Highveld Steel and Vanadium Ltd.
  • FMC Lithium Corp.
  • Largo Resources Ltd.
  • Lithium Americas Corp.
  • Lithium One Inc.
  • Ningbo Shanshan Co. Ltd.
  • Northern Graphite Corporation
  • Orocobre Ltd.
  • Rockwood Holdings Inc.
  • Rodinia Lithium Inc.
  • Sociedad Química y Minera de Chile S.A.
  • Talison Lithium Ltd.
  • Toyota Tsusho Group
  • Western Lithium USA Corp.
  • Xstrata Plc

Jonathan Lee

Byron Capital Markets

Image: Jonathan Lee

Jonathan Lee is a battery materials and technologies analyst with Byron Capital Markets in Toronto. As a member of Byron's research department, Lee's primary focus is on the battery materials sectors, which includes lithium, vanadium and cobalt.



Recent Interviews

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.

Recent Quotes

"We were impressed by NGC's latest drill results at Bissett Creek." (3/8/13) Northern Graphite Corporation - Jonathan Lee, Byron Capital Markets More >

"NGC has many catalysts coming in Q1/13." (1/18/13) Northern Graphite Corporation - Jonathan Lee, Byron Capital Markets More >

"Expect multiple milestones and accomplishments for NGC in Q1/13." (1/8/13) Northern Graphite Corporation - Jonathan Lee, Byron Capital Markets More >

"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 More >

"RM may benefit, given its JV partner Shanshan's relationship with Tianqiu Lithium and Talison." (9/4/12) Rodinia Lithium Inc. - The Energy Report Interview with Jonathan Lee More >

"At $6.50/share, TLH is a big win for our investors." (9/4/12) Talison Lithium Ltd. - The Energy Report Interview with Jonathan Lee More >

"LAC received environmental approval for its Cauchari-Olaroz project." (8/21/12) Lithium Americas Corp. - Jonathan Lee, Byron Capital Markets More >

"LAC's definitive feasibility study shows strong economics and a 23% IRR." (6/19/12) Lithium Americas Corp. - Jonathan Lee, Byron Capital Markets More >