Streetwise Cobalt / Lithium / Manganese Articles
House FAA Vote to Keep U.S. Competitive in Lithium Batteries
Source: Shop Floor, Carter Wood (4/4/11)
"By harmonizing U.S. regulations with the international standards, the House protected both aviation safety and the continued competitiveness of major U.S. industries."
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Lithium Industry Impacts from Japan
Source: Lithium Investing News, Dave Brown (3/23/11)
"High proportion of the lithium's production ecosystem is located in Japan."
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Convert Your Gas-Guzzler to a Hybrid
Source: alt transport, Ami Cholia (3/21/11)
"A hybrid conversion kit can make your car 30% more fuel efficient."
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Li-Ion Battery Market Among Hardest Hit
Source: Bloomberg (3/17/11)
"Japan makes ~40% of the world's electronics and audiovisual components."
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Lithium Sector Set to Rip Higher
Source: Inside Futures, Paul Thornton (2/14/11)
"The Global X Lithium ETF, LIT, has just resumed its uptrend."
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Peter Grandich: Gold, the Mother of All Bull Markets
Source: George Mack of The Gold Report (2/11/11)
Market commentator and investor Peter Grandich of Grandich.com and Grandich Publications tells The Gold Report that certain plays on surging demand and looming commodity shortages are no-brainers for investors, and he shares a few ideas on how to profit from these conditions. He's bullish on China and on base—and especially—precious metals, energy, food and water. Gold and silver are still his big plays.
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Philip Williams: Uranium to Cross $100 Threshold in 2011
Source: Brian Sylvester of The Energy Report (2/10/11)
Philip Williams, Pinetree Capital's VP of business development, says the spot price for uranium will likely explode above $100/lb. in 2011. The good news, Philip says, is that even when uranium comes off its high, it will likely only fall to around $80. If Philip's right, we're on the cusp of another round of uranium market madness. Read this Energy Report exclusive for some of Pinetree's favorite uranium and lithium plays.
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Nevada Could Be Lithium Hot Spot
Source: Reno Gazette Journal, Steve Timko (2/8/11)
"Western Lithium to produce from 10,000 to 15,000 tons annually."
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Talison Lithium: The World's Only Pure Lithium Producer
Source: Richard (Rick) Mills, AheadOfTheHerd (2/7/11)
"Revolutionary change has come to our electrical-storage needs; leading the change is lithium."
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Batteries that Breathe
Source: IEEE Spectrum, Neil Savage (2/1/11)
"Using oxygen as a cathode could give lithium batteries 10x the energy."
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Owners Converting Cars to EVs
Source: Kyodo News (1/27/11)
"Environmentally conscious drivers in Japan forgo automakers' EVs launch. . ."
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James West: The Revolution in Energy Investments
Source: Alan Trujillo for The Energy Report (1/20/11)
James West's Midas Letter, a fixture in the world of resource stock investing, is a well-known source of precious metals investing ideas. In an exclusive interview for The Energy Report, Writer Alan Trujillo talks with James about how he is expanding his focus to include energy. He covers a wide range of topics, from the shift in the traditional energy investment paradigm to where investors can get a foothold in companies with mega-discovery potential.
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Massive Lithium Oversupply by 2020
Source: Mineweb, Dorothy Kosich (1/19/11)
"The 2020 lithium supply/demand forecast is 'shocking.'"
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Weekly Clean Energy Roundup
Source: Sustainable Business (1/12/11)
"From car shows to wind farms, clean energy makes strides."
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Li Industry Espionage Allegations Raise the Stakes
Source: Lithium Investing News (1/12/11)
"Three auto execs face allegations of leaking EV information to China."
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Jon Hykawy: High on Lithium
Source: Brian Sylvester of The Energy Report (1/6/11)
With oil prices edging closer to $100 per barrel, the chatter about electric cars is again on the rise. Jon Hykawy, head of global research with Toronto-based Byron Capital Markets, thinks the time is nigh for the mass adoption of electric cars, all of which will need specialty metals like lithium. But where is that lithium going to come from? In this exclusive interview with The Energy Report, Jon handicaps most of the players in the lithium space and highlights a few that could be takeover targets.
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Battery Breakthrough
Source: TechNews Daily, Michelle Bryner (1/5/11)
"New battery charges 40–60 times faster than a typical Li-ion battery."
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Graphite: A Diamond in the Rough for Investors?
Source: Jack Lifton (1/4/11)
"Graphite is essential for the production of lithium-ion batteries."
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Bruno del Ama: Powered by Lithium
Source: Brian Sylvester of The Energy Report (11/9/10)
Cell phones, laptops, mp3 players—they are all powered by lithium. Bruno del Ama, the portfolio manager of New York-based, exchange traded fund issuer Global X Management, has recently launched an ETF targeting lithium companies for just this reason. In this exclusive interview with The Energy Report, del Ama discusses why sizeable deposits of lithium just now being developed may not be enough to keep up with the demand generated by consumer electronics and the emerging electric vehicles industry over the next decade.
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Victor Gonçalves: Betting on the Raw Materials
Source: Tim McLaughlin and Karen Roche of The Energy Report (5/6/10)
Equities and Economics Report writer Victor Gonçalves says the cobalt story is still yet to come. In this exclusive Energy Report interview, Victor also explains how to tell the real rare earth companies from the wannabes.
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Jon Hykawy: Lithium Heats Up as Demand Increases
Source: Interviewed by Ellis Martin, of The Energy Report (3/25/10)
Lithium is hot, hot, HOT—according to Byron Capital Markets Lithium Analyst, Jon Hykawy, who foresees continuing demand growth as technology is perfected and consumer demand increases globally. The Energy Report recently caught up with Jon to learn more about the range of factors currently supporting both the lithium and vanadium markets, as well as some exciting lithium-producing prospects.
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Jon Hykawy: Lithium—Hot Now, Soon to Sizzle
Source: By Ellis Martin and Karen Roche of The Gold Report (3/19/10)
Lithium, the flavor of the year, is in high demand—powering everything from hybrid cars to laptops and cell phones. In this exclusive Gold Report interview, Byron Capital Markets lithium analyst Jon Hykawy
discusses key drivers for lithium, as well as vanadium. He recommends a few names in the still-small space, adding "these are early days;" the opportunities emerging should benefit the producers and investors.
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Marin Katusa: Winning the Game with Zero-Risk Capital
Source: Interviewed by Gordon Holmes, The Energy Report (3/4/10)
The zero-capital investing philosophy advocated by Marin Katusa, senior editor of Casey's Energy Report, wins the hearts and lines the pockets of investors. But it often puts him in the doghouse with some the companies he admires most. In addition to learning more about the Casey Free Ride approach and Marin's current energy sector views, get an early glimpse of the European shale plays that have captured his fancy in this exclusive Energy Report interview.
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