Other Streetwise ReportsThe Gold Report The Energy Report The Life Sciences Report The Mining Report
"We expect to see higher production rates from EFR should uranium prices improve on the back of Japanese reactor restarts and the recent expiration of the HEU agreement." (2/25/14) Energy Fuels Inc. - Sheldon Modeland, Edison Investment Research Moreá>
Mining Analyst Mansur Khan joined Dundee Capital Markets in 2007 as an associate covering the industrial, aerospace and special situation sectors. In late 2010, he joined Dundee's mining group, where he covers a range of exploration and production companies in the uranium and lithium sectors. Since 2012, he has been providing lead coverage on the lithium sector. Prior to Dundee, Mansur worked for a number of years at a private design engineering company on various information systems and operations projects. He holds a Master of Business Administration from the Rotman School of Management, University of Toronto and a Bachelor of Commerce in systems development from Ryerson University.
Mansur Khan: Will the Electric Vehicle Tipping Point Transform Lithium Markets? (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.
Lithium is lightest of all metallic elements, with low density and high electrochemical potential. These are essential characteristics that make the element especially suitable for use in various power-storage applications, including electric vehicles (EVs). In this exclusive interview with The Energy Report, Equity Research Analyst Mansur Khan of Dundee Capital Markets talks about his favorite junior lithium stocks that he expects to be major beneficiaries of dramatic growth in lithium-ion battery demand over the coming decade.
"LAC is a more advanced brine developer. Its Cauchari project hosts a high-grade resource. Final project approval from the province of Jujuy should be another catalyst for the stock." (5/17/12) Lithium Americas Corp. - The Energy Report Interview with Mansur Khan Moreá>
"What we like about RM is that it has a salar it is not sharing with anyone else as well as two large lithium producers in its backyard." (5/17/12) Rodinia Lithium Inc. - The Energy Report Interview with Mansur Khan Moreá>
"If MMT's Umugini pipeline gets commissioned, production goes past 20,000 bbl/d and the losses are cut to under 5ľ10%, that would be a positive thing for the stock, there's no question." (2/27/14) Mart Resources Inc. - The Energy Report Interview with Justin Anderson Moreá>