Invest in Lithium

Lithium, this alkali metal is probably best-known for its wide use in lithium batteries common in all sorts of electronics devices. Other industrial applications include manufacturing heat-resistant glass and ceramics, high-performance alloys used in aircraft, and lubricating greases. The breakdown of the global end-use lithium markets is estimated as follows: ceramics and glass, 31%; batteries, 23%; lubricating greases, 9%; air treatment, 6%; primary aluminum production, 6%; continuous casting, 4%; rubber and thermoplastics, 4%; pharmaceuticals, 2%; and other uses, 15%.



As all the auto companies are racing for electric cars, lithium usage in batteries is expected to shoot up. Check out the lastest news of GM, VW, F, Tesla, also Dyson ($2.7b investment to build its first car by 2020)!

That's why Goldman Sachs calls lithium the “new gasoline.” The Economist calls it “the world’s hottest commodity.”

Where is Lithium Mined?

Top 3 lithium-producing countries: Australia, Chile, and China. Overall, Chile possesses the largest confirmed lithium reserves in the world, over 7.5M tons. Currently, the majority of Chinese lithium output comes from the Chang Tang plain in Western Tibet. The US Geological Survey indicates that the country’s reserves is 3.5M tons.

How can We Invest in Lithium?

Global X Lithium ETF (LIT): an ETF trading since 2010 and holding the above listed lithium producers as its top holdings.
YTD: 60.5%

Stocks

Listed on NYSE

 Albemarle Corporation (ALB):  industrical company producing lithium chemicals. YTD: 60.6%

FMC Corporation (FMC): a Philadelphia-based diversified chemical company focusing on this commodity. YTD: 60.8%

Sociedad Quimica y Minera (SQM): Chilean producer of specialty plant nutrients and chemicals that runs large-scale lithium production operations. YTD: 107.5%

Others

 Advantage Lithium (TSX: AAL), a Canadian based lithium explorer with a large-scale development asset located in the Cauchari basin in Argentina.

Bacanora Minerals (TSX: BCN), a Canadian miner developing a lithium mine in Mexico, Sonora, first to enter in a conditional supply agreement with Tesla.

Bearing Resources (TSX:BRZ), a Canadian miner developing a lithium brine project in Chile and the highest-grade undeveloped project.

Lithium Americas Corp (OTCQB: LACDF), a Canadian/Argentinian miner, producer and supplier of lithium, with large-scale assets located Argentina and Nevada, USA.

MGX Minerals (OTC: MGXMF), a diversified Canadian mining company engaged in petrolithium projects in western Canada and the United States.

Comments

  1. UnknownMay 7, 2018 at 5:42 AM

    great information ,come know good factors on investing in lithium.

    commodity tips
    Option tips

    ReplyDelete
  2. URGENT LOAN OFFER WHATSAPP +918929509036August 31, 2018 at 8:26 AM

    Hello Everybody,
    My name is Mrs Sharon Sim. I live in Singapore and i am a happy woman today? and i told my self that any lender that rescue my family from our poor situation, i will refer any person that is looking for loan to him, he gave me happiness to me and my family, i was in need of a loan of $250,000.00 to start my life all over as i am a single mother with 3 kids I met this honest and GOD fearing man loan lender that help me with a loan of $250,000.00 SG. Dollar, he is a GOD fearing man, if you are in need of loan and you will pay back the loan please contact him tell him that is Mrs Sharon, that refer you to him. contact Dr Purva Pius,via email:(urgentloan22@gmail.com) Thank you.

    ReplyDelete
  3. AnonymousSeptember 23, 2018 at 10:12 AM

    We can help you with a finance at 3% rate and we help both and individual that need a money. Contact via email:moneysupplys@gmail.com

    ReplyDelete
  4. UnknownOctober 22, 2018 at 6:09 AM

    I am a certified, reputable, legitimate and accredited money lender. I loan money out to people in need of financial assistance. Do you have a bad credit or you are in need of money to pay bills? I want to use this medium to inform you that we provide reliable beneficiary assistance as we will be glad to offer you a cash email: globalcreditts@gmail.com

    ReplyDelete

Post a Comment

Popular posts from this blog

Wanna Retire Early, Start Planning Now!

Image
It is very important to plan your retirement  as early as possible.  Why? It is because the money you put into investment will grow fast. If you put $1k into your retirement account at age 20, it will grow into $15k when you reach age 60, assuming 7% annual return rate. As comparison, if you put $1k at age 30, it will only grow into only $7.6k, about half of the former case! One popular topic these days is to get retired early, for instance, at the age 50. Assuming the average yearly expense (including medical cost) is $100k and you live to age 90, you need at least $4M by age 50. Of course if you plan to get retired at age 60, then the retirement fund will be smaller ( $3M ). There is a new phrase " Million Dollar Poor "  ---- $1M may only support you from age 70 to 80 --- retire @ age 70 and decease @ age 80. In this article, I would like to introduce the possible stable income sources for retirement. (This is a brief introduction, for more details, p...
Read more

Impacts of Tax Reform --- My First Thoughts

Senate passed the messy tax reform bill last night. The new tax code will start in 2019 (not 2018). The next step will be negotiation between Senate and the House to put together the final bill for Trump to sign. Put aside how the tax reform will affect personal finance, one thing is for sure --- corporate tax rate will drop from 35% to 20% . Multinational companies will also bring cash back to US. Corperate Tax Rate Drop Well, many big companies have already managed to pay low tax rate, for instance, IBM pays only ~10%. You can find tax rate information in companies' ER. Therefore, not everyone benefits from the 20% tax rate. Following are a few companies who are paying tax rate > 35% (most in retailers and restaurants). Restaurant: CMG, DENN... Retailers: CVS, LVS, GPS, JWN, M... Auto retailers: AN, KMX... Healthcare: Anthem, HUM, DGX, DVA... Transportation: JBHT, LUV... Energy: COP, PSX... Industrial: GWW... Financial: SCHW, PAYX... Utility: WEC... ...
Read more

Market 2018-02-05 (WOW.... Bloody)

The quick bounce in the morning turned out to be a trap. The selloff is so violent that there are almost no survivors. The deep dip  around 3pm is especially evil. The market is definitely in panic mode. Dow -4.6% to 24,343. S&P -4.1% to 2,649. Nasdaq -3.8% to 6,967. And the selloff continues in AH. The money floods into Treasuries : 30-year +1.12%. 10-yr +0.74%. 5-yr +0.51% . 10-yr note drops from above 2.85% to 2.7% (about last Tuesday/Wednesday level). This may calm some nerve. Currently it is hard to predict how much lower indices will go. I would suggest to prepare your own shopping list and start to add positions. I am fully positioned myself. I plan to hold and wait. Commodities: Crude -2.73% to $63.66 . Gold +0.28% to $1,341.00 . Bitcoin is also facing another run of selloff as major US & UK banks ban Bitcoin credit card purchases . The lowest price today is below $6600 from coindesk. To be honest, there is no particular bad economic news today. Ins...
Read more

US Treasuries and Yields

Image
Rising Treasury Yields have been a hot topic in the past few weeks, which is blamed to be the reason behind recent  market correction. Some people are totally panicked as 10-year yield approaches 3%. I would suggest to " Keep Calm and Carry On ". In this article, I would like to give you some background, and possible trend. US Treasuries Basically US treasuries, including short-term and long-term, are the national debt of United States (国债). US currently have debt of $20T . Debt/GDP ratio is 104% in 2017 , as shown in the chart below (grey bars represent recessions). As comparison, China Debt/GDP ratio is 46% in 2016; Japan is 238% . The debt falls into two broad categories: Intragovernmental Holdings and Debt Held by the Public. Intragovernmental Holdings $5.6T, 30% of total. This is the portion of the federal debt owed to 230 other federal agencies, such as the Social Security Trust Fund. This part is not affected by market. Debt Held by the Public $1...
Read more

Market 2018-02-06 (XIV, MU, MOH, and more)

It is a choppy day. The early tradings are similar to yesterday --- opened low followed by a quick bounce. However, indices hung around afterwards and marched north around 2:30 pm. Dow +2.3% , S&P +1.7% & Nasdaq +2.1% . I think the -10% correction is over. The indices retreated back to pre-TAX-Reform level in the intraday low. However, it could remain the choppy way for near-term. Utilities has the worst performance, XLU -1.5% despite the broad market rally in late hours. Treasurys: 30-year -0.9%. 10-yr -0.6%. 5-yr -0.4% . 10-yr note stays @ 2.8%. Commodities: Crude -1.1% to $63.45. Gold -0.9% to $1,324 . The American Petroleum Institute (API) reportedly shows -1.05M barrels of crude oil for the week ending Feb. 1 vs. last week's build of +3.23M barrels. Gasoline reportedly shows -227K barrels and distillates show a build of +4.52M barrels. I think refiners face margin challenges. Yesterday, many analysts called for buying dip instead of being panic. Goldman's D...
Read more