LONDON, Dec. 7, 2021 /PRNewswire/ — In Austin, Texas, Elon Musk is constructing his Tesla Cybertruck plant…And is creating a brand new expertise to provide their enormous lithium necessities. Even Samsung is shifting manufacturing from abroad to Texas. Why? Talked about in right this moment’s commentary contains: FuelCell Vitality, Inc. (NASDAQ: FCEL), NextEra Vitality, Inc. (NYSE: NEE), TotalEnergies SE (NYSE: TTE), Sociedad Química y Minera de Chile S.A. (NYSE: SQM), Albemarle Company (NYSE: ALB).
American lithium is anticipated to be in high-demand for the following century…And early buyers within the firms set to revenue may obtain important returns on their funding in 2022. And with supply-chain points and China’s emergence as a lithium power-house…Lithium manufacturing is now flooding again to America.
ELECTRIC VEHICLE PRODUCTION TO CREATE EPIC DEMAND BY ALL MAJOR CAR MANUFACTURERS
Biden’s blueprint for home lithium manufacturing, refining and battery manufacturing is anticipated to drive a potential EV gross sales enhance of as much as 50% by 2030. For EV makers and battery producers, like Tesla, it is all about new applied sciences that may guarantee now we have sufficient lithium and the very best batteries for EVs.
In America, Common Motors (GM) is planning 30 new EVs by 2025, and it is betting on new battery tech with a lithium-metal anode that will make batteries lighter and extra energy-dense …Ford (F) has pledged to go all-electric by 2040, and can make investments over $30 billion in EV and battery manufacturing over the following 5 years. It is also testing liquid cooling for a sooner EV charger that would reduce charging time from hours to minutes.
In Europe, they’re shifting even sooner. Even Mercedes will go all-electric by 2030. In China, standard gas-burning automobiles can be phased out by 2035. Apple (APPL) makes use of lithium in cell telephones and laptops. And now, it is popping out with a automotive. The Apple Automobile is anticipated to be launched in 4 years.
Briefly: It seems like there’s a world “secret battle” happening for entry to lithium… and the expertise wanted to unlock it.
HLT TECH: BATTERY GRADE LITHIUM FROM ROCKS
Lithium comes both from subsurface brines or spodumene-bearing pegmatite deposits. Lithium from brine is simpler to extract since you pump the lithium-bearing brines out of the bottom after which deal with them to kind lithium carbonate or lithium hydroxide.
The method does not contain conventional mining. However there are issues with this technique.
The largest downside is that we want extra provide than brine deposits alone can provide.
The method can be extremely time-consuming. Extracting from the brine entails photo voltaic evaporation from salt flats, and that may take a few years. It is also environmentally damaging and requires tons of water not obtainable close to the salt flats.
For instance, Chile’s Atacama desert is being depleted of water due to lithium brine extraction. Now it is barren and the locals are being disadvantaged of water assets and grasslands important to their survival. However what if there have been a greater tech? There could also be!
It is known as HLT. And it is a distinctive new expertise being developed in Medaro Mining Corp.’s (MEDA; MEDAF) three way partnership with World Lithium Extraction Applied sciences Inc.
Now, lithium might be mined from the laborious rock utilizing conventional mining methods, and Medaro’s new expertise, if developed and commercialized, may doubtlessly upend the lithium extraction section.
Exhausting rock is all over the place within the U.S. and in Canada. The brand new course of may decrease lithium extraction prices 30% to 50% lastly making it economically viable.
Here is the way it works…
Till now, lithium from brine has been inexpensive to extract however refining it’s time consuming and requires numerous poisonous chemical compounds. Exhausting-rock makes use of standard mining methods. Exhausting-rock is plentiful in Canada, Australia and US. However till now, extracting lithium from it has been too costly.
Medaro Mining Corp.’s (MEDA; MEDAF) proprietary lithium extraction expertise is aimed to supply high-grades, decrease prices and environmentally pleasant processes. Medaro says the method solely requires three feedstock supplies:
- Spodumene focus
- Excessive-purity Carbon Dioxide (CO2), which is consumed in forming Lithium Carbonate
- Excessive-purity water (H2O), which is consumed in forming Lithium Hydroxide.
It does not use any hydrocarbons in any respect. It is also a modular course of that’s extremely scalable and deployable proper on the mine web site, probably even in distant places. The scalability potential may very well be as much as 50-100 tonnes per day, or extra, within the roughest terrains.
And there are not any related CO2 emissions as a result of it is a closed-loop course of run on clear vitality. That alone means the method may result in decrease prices and a a lot smaller manufacturing footprint. The method may produce nearly zero waste, which might equal enormous financial savings in comparison with different strategies.
Topic to pilot exams, preliminary research predict that Medaro’s new lithium extraction course of may ship nearly one-fifth of a tonne of Lithium Carbonate and one-quarter of a tonne of Lithium Hydroxide for each tonne of concentrated spodumene extracted from the rock. And it might be battery-grade lithium prepared for the market.
This might scale back provide chain prices and bottlenecks and may very well be scalable at an industrial stage, probably with world implications for the trade. In reality, if absolutely developed and commercialized, this course of would possibly generate over $400 million per 12 months… per modular set up!
If Medaro Mining Corp.’s (MEDA; MEDAF) proves out and commercializes its expertise, hard-rock miners all around the world may be capable to mine clear, inexperienced lithium cheaply.
ARE BILLIONAIRES GOING “ALL-IN” ON LITHIUM?
Within the final decade, applied sciences powered by lithium have made firms tons of of billions of {dollars}. Within the subsequent decade, lithium may gas trillions of {dollars} in new wealth. The neatest buyers are going “all-in” on Lithium.
Warren Buffett’s Berkshire Hathaway made an enormous transfer into lithium in 2019, with a enterprise to extract $1.5 billion in lithium from geothermal wells in California. Elon Musk desires to mine his own lithium. Tim Prepare dinner is creating the Apple Automobile and lithium greed is at an all-time excessive for the tech large.
It will get even higher…The infrastructure deal may flood the ESG market with $1 trillion to not point out a number of billions extra from buyers hopping on this dashing prepare.
They’re going all in as a result of it is extra than simply automotive engines…The vitality storage trade is an excellent larger market than EVs.
OUR PICK FOR A STOCK TO WATCH FOR 2022: $35 MILLION MARKET CAP STOCK WHICH WE THINK HAS GREAT POTENTIAL
As of the tip of November, this firm has a market cap of $35 million…However its expertise may, if confirmed out and commercialized, scale as much as 50-100 tonnes of processing per day.
That is roughly 10-20 tonnes of Lithium Carbonate (Li2CO3) at $20,000 per tonne…And roughly 12-25 tonnes of Lithium Hydroxide (LiOH-H2O) at $22,000 per tonne… per day. In different phrases, this might imply a possible of over $400 million per modular set up.
If that occurred, firm’s valuation may rise considerably with only one set up.
Within the coming days/months, Medaro Mining Corp. (MEDA; MEDAF) may announce additional developments and check outcomes…Which may affirm the thrilling potential of this new expertise.
Different firms to observe as lithium demand soars:
FuelCell Vitality (FCEL) is one other alternative fuel inventory that has taken Wall Road by storm. Gasoline cells are a comparatively new expertise, which could clarify why the corporate’s shares appear to have little correlation with different shares in its trade and even these exterior of it. Nonetheless, whereas momentum could fluctuate every so often and buyers needs to be ready for fluctuations inside 24 hours of 10%, this upstart will most certainly proceed on an upward pattern resulting from regular advances in analysis and growth in addition to elevated use instances worldwide reminiscent of China’s funding into hydrogen transportation infrastructure.
Vitality firms should not be ignored, both. As one the world’s main renewables producers, NextEra Vitality (NEE) is actually constructing the trail in the direction of sustainability. To make issues extra thrilling, the corporate was the primary capital investor in inexperienced vitality infrastructure, and the fifth largest investor throughout all sectors.
NextEra Vitality works with many various firms like Apple, Amazon, Nestle Waters North America amongst others to assist them change into extra sustainable by investing in renewable vitality sources in addition to serving to them scale back their carbon footprint by offering high quality services that decrease utility payments.
Even Large Oil is leaping on board, diversifying their portfolios and to hedge their bets within the quickly altering new actuality of vitality. And no different oil main takes this extra significantly than TotalEnergies (TTE). TotalEnergies maintains a ‘large image’ outlook throughout all of its endeavors. It’s not solely conscious of the wants that aren’t being met by a good portion of the world’s rising inhabitants, it’s also hyper-aware of the looming local weather disaster if adjustments will not be made. In its push to create a greater world for all, it has committed to contributing to every of the United Nations’ Sustainable Improvement Targets.
Sociedad Química y Minera de Chile (SQM), for instance, signed in December a long-term provide cope with LG Vitality Resolution, which in flip provides batteries to carmakers reminiscent of Tesla and GM. Underneath the deal, SQM will provide battery-grade lithium carbonate and lithium hydroxide to LG Vitality Resolution between 2021 and 2029.
Charlotte, North Carolina-based Albemarle Company (ALB) has additionally seen its share value practically double, from $139 to $271 over the previous 12 months.
Analysts are rising more and more bullish on lithium producers’ shares, principally due to the upside potential in lithium costs within the medium time period, due to the continuously rising demand for EV and storage batteries.
The 2 greatest lithium producers, Albemarle and SQM, have just lately introduced expansion tasks and long-term provide offers as they imagine the EV revolution and the vitality transition are simply starting.
By. Charles Kennedy
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