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LITHIUM, LITHIUM DISCUSSION
blacksheep
post Posted: Mar 12 2019, 11:10 AM
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extract from Joe Lowry's recent article - Lithium Blunders: from the Big 3 to Oz

QUOTE
The failures of the former Big 3 helped speed the growth of Ganfeng and Tianqi and created opportunities “Down Under” which leads me to a “blunder in progress”.

Emerging Blunder #4, comes from the ‘Merry Old Land of Oz”. I am a big a fan of Australia. Friendly, hard working people, great food and a long standing mining culture. Unfortunately, Australia's strength in mining also drives their weakness in how they think about lithium. Too many Aussies talk about “lithium mining”. Yes, lithium is mined in Oz but that is the easy part. The alpha but certainly not the omega. The rest of the world clearly understands that lithium is really a chemical business with, in some cases, a mining component.

Australia and many newly minted lithium pundits born and bred in Oz talk about Western Australia as the #1 lithium producer on the planet. To those who think that is true, let me ask – if you are #1, why aren't you currently in the top 3 in lithium value capture? I will leave my Aussie readers to curse me on Hot Copper while they search their souls for the answer or re-read the “The Lithium Valley”- LOL. Please listen to Episode 23 of the Global Lithium Podcast where one of your own talks common sense about capturing value downstream. I admire what “the man from the land down under” aka Ken Brinsden has done at Pilbara. He understands the future and has a practical plan to get there as Pilbara grows. He knows that the future lies in Australian companies capturing value from both mining and lithium chemical production.


read more - https://www.linkedin.com/pulse/lithium-blun...-3-oz-joe-lowry



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Mar 7 2019, 10:31 AM
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Codelco’s lithium push fades in favor of copper
Reuters
extract
QUOTE
A review of regulatory filings, court documents and interviews with Codelco officials shows the strategy was deeply troubled from the start. Dwindling support inside Codelco to prioritize lithium projects over copper, company insiders said, was compounded by legal and regulatory hurdles that stalled development of the company’s two flagship salt flats known as Pedernales and Maricunga.

As a result, Codelco has yet to find a partner for either project years into the initiative to boost output of the metal. Global automakers, meanwhile, are planning a $300 billion surge in spending on electric vehicle technology, including the vital battery technology, over the next five to 10 years.

Codelco's projects, once thought a shoo-in to boost global supply and lower prices, have largely fallen off forecasts, and Chile has ceded its position as the world's top producer of lithium to Australia.

read more - http://www.mining.com/web/codelcos-lithium...s-favor-copper/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Feb 22 2019, 01:07 PM
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Lower prices push North American Lithium to pause spodumene production
By MARTIM FACADA
Published: Thursday, 21 February 2019

QUOTE
Canada’s North American Lithium has halted lithium spodumene production temporarily because of the fall of $200 per tonne in prices for the commodity in the Chinese spot market over the second half of 2018.

Canada-based North American Lithium has halted production of lithium spodumene at its La Corne mining operation in Quebec, eastern Canada, because of the lower spodumene prices in China, the company announced on Wednesday February 20.

The operation has been closed temporarily because lithium spodumene prices have fallen to $600 per...

https://www.indmin.com/Article/3859685/Lowe...production.html



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Feb 22 2019, 12:56 PM
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Updates from Roskill’s inaugural Lithium Mine to Market conference in Perth, Australia
https://roskill.com/news/updates-from-roski...erth-australia/

https://roskill.com/event/lithium-mine-to-m...2019/#programme




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Feb 8 2019, 02:41 PM
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Any billionaire's out there? WA needs you biggrin.gif

WA seeks billionaire investors to drive lithium boom
Jessica Page7News Perth
Thursday, 31 January 2019 9:46
https://thewest.com.au/news/7-news-perth/wa...-ng-b881091390z



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Feb 5 2019, 11:40 AM
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Lithium price: Spodumene is getting crushed
QUOTE
As expansion programs at South American brine operations slow down, the bulk of new lithium capacity is coming from hard rock mines.

While demand growth continues to accelerate the supply response has been dramatic. Last year saw four new spodumene operations enter the market and while concentrate (6% free on board Australia) traded either side of $900 a tonne for most of 2018, prices fell sharply in January.

According to industry tracker Benchmark Minerals combined output at these operations last year totalled over 175,000 tonnes and ramp up is continuing.

Apart from the new mines, Talison-Albemarle's Greenbushes spodumene mine, the world's largest, is doubling capacity and in January earthworks began on a massive new plant fed by the mine.

Spodumene producers “experienced more pressure as 2018 contracts expired, ushering in a difficult period of negotiation for suppliers, as Chinese converters sought to receive significant discounts due to increased supply” says Benchmark:

read more - http://www.mining.com/lithium-price-spodum...etting-crushed/
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 


blacksheep
post Posted: Feb 2 2019, 11:07 AM
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GLOBAL LITHIUM WRAP: China lithium market stagnant before Lunar New Year
QUOTE
China’s domestic battery-grade lithium-carbonate spot price remained stable this week, while the transportation of lithium compounds stopped ahead of the Lunar New Year holiday (February 4-10).

Battery-grade lithium carbonate prices stable ahead of the holiday.
Lithium hydroxide prices unchanged on thin trading activity.
Seaborne Asian cif China, Japan & Korean prices remain unchanged.
Spodumene prices assessed stable month on month.

read more - https://www.metalbulletin.com/Article/38566...r-New-Year.html



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Feb 2 2019, 10:59 AM
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Lithium Giant's Landmark Deal Is Big Step to Battery ‘Dream’
By Laura Millan Lombrana
February 1, 2019, 12:00 PM GMT+11 Updated on February 1, 2019, 11:55 PM GMT+11
Chile will launch an auction for lithium refining in March
Govt. wants to see electric car battery parts made in Chile
read more - https://www.bloomberg.com/news/articles/201...ttery-hub-dream



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jan 29 2019, 10:10 PM
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In Reply To: blacksheep's post @ Dec 13 2018, 09:42 AM

Germany edges out China in Bolivia in the new lithium 'Great Game'
REUTERS
JAN 29, 2019
QUOTE
UYUNI, BOLIVIA/BERLIN - When Germany signed a deal last month to help Bolivia exploit its huge lithium reserves, it hailed the venture as a deepening of economic ties with the South American country. But it also gives Germany entry into the new “Great Game” in which big powers like China are jostling across the globe for access to the prized electric battery metal.

read more - https://www.japantimes.co.jp/news/2019/01/2...e/#.XFBBqFwza70



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jan 21 2019, 11:49 AM
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QUOTE
Berkshire's lithium venture may supply U.S. automakers, including Tesla: FT
Warren Buffett's Berkshire Hathaway Inc has signed an agreement to allow extraction of lithium from its geothermal wells in California, a project that could offer U.S. carmakers and battery producers a secure supply of the metal, the Financial Times reported on Sunday.


1:27PM EST
https://www.reuters.com/article/us-berkshir...t-idUSKCN1PE0SX



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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