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The spot price of lithium is pushing new highs. Because of recent price movement, M&A activity in the lithium sector is already beginning to heat up from major mining corporations. During the past year, Argentina’s lithium triangle has without a doubt been the hotspot for lithium M&A activities, especially the area around the Hombre Muerto Salar, attracting large M&A transactions and large investments into current operations.
So, where to look if you want to invest in a junior mining lithium project located in Hombre Muerto? There are only two advanced publicly traded companies with a presence in the Hombre Muerto Salar…
In June 2021, Edison Lithium acquired a 100% equity interest in Resource Ventures S.A., a Catamarca, Argentina-based lithium exploration company. Resource Ventures owned or controlled the rights to more than 148,000 hectares (over 365,700 acres) of prospective lithium brine claims in Argentina, primarily located in two geologic basins in northern Catamarca Province, Argentina known as the Antofalla Salar and the Pipanaco Salar.
Electric vehicles (EV) will account for 55% of the market by 2030, propelling forward the demand for Lithium-Ion (Li-ion) batteries – the leading type of EV battery. In turn, this powerful trend has led to massive demand growth for the main components of Li-ion batteries, namely nickel, cobalt, lithium – and Manganese.
Demand for lithium is increasing rapidly due to the proliferation of electric batteries dependent on the mineral. McKinsey forecasts the battery cell market will grow at a minimum of 20% per year through 2030, which would put the global value at $360 billion. Depending on market conditions and the possible positive impacts of economies of scale, the firm believes the global electric battery market could plausibly reach $410 billion by that time.
The global electric vehicle fleet in 2022 currently entails approximately 16.6 million cars. To put this figure into perspective, there are about 1.45 billion cars in the global car fleet as of 2022. With this in mind, electric vehicles only account for a mere 1.1% of the global car fleet.
When calculating how much lithium-ions it takes to store 70kWh of power from a theoretical point of view, you’re going to end up with 5 to 6 kg of lithium metal.
But is this the whole truth?
The EV battery industry is undergoing a paradigm shift that so far has remained under the radar of most investors. The market share for Manganese-bearing NCM cathodes is expected to increase from 45% in 2020 to 75% by 2030. This is the consequence of the increasing presence of Manganese and its outright replacement of cobalt in EV battery cathodes. News releases by government entities, academia, and major multinationals highlight a trend that is already in full swing…
China produces over 90% of the world’s high purity electrolytic Manganese metal (HPEMM) and high purity Manganese sulphate monohydrate (HPMSM) – the only ones that can be used in Lithium-ion battery production.
Lithium prices continuous to remain at close to their all-time high, after a record-breaking 400% run up in 2021:
Two main factors are fuelling this powerful trend:
Record Electric Vehicle (EV) Sales – Sales of EVs, the main source of Lithium-Ion (Li-ion) battery demand, are blowing away the most optimistic forecasts in 2022, despite an overall weak automotive sales market. Global passenger EV sales skyrocketed 60% year-on-year in March 2022, compared to a -18% fall in non-EV purchases. …
On May 12th, ambitious Canadian mining junior Manganese X (TSXV: MN) announced very promising results from the independent Preliminary Economic Assessment (PEA) for its wholly-owned Battery Hill project located near Woodstock, New Brunswick. The PEA highlights robust economics, fast investment payback times, a longer than expected mine life (originally 25 years), and an above par IRR profile:
Real time Value Analysis
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We use a fair comparison using the same future lithium carbonate (LCE) pricing forecast
Public Data Project Comparison
Find which company holds the best project and how it compares to other projects in the lithium space. Comparing project stage, location, size & economy.
Based on public data from technical & financial reports
Updates from twitter @batteryjuniors
Green Technology Metals Limited @greentm_ $GT1.AX is pleased to announce a new discovery at its flagship Seymour Lithium Project in Ontario, Canada Incl. ➡️GTC-22-002: 12.4m @ 2.38% Li2O ➡️GTC-22-001: 14.2m @ 1.17% Li2O https://t.co/GQvBvdvskx
Read MoreFE Battery Metals Corp $FE.V announces results of Drill Hole LC22-39 from Phase 2 exploratory drill program at its Augustus Lithium Property in Quebec, Canada. Including 7.3 m wide pegmatite zone avg 1.54% Li2O at 188.7m drilled depth https://t.co/5od7BOId9N
Read MoreRT @LithiumIonBull: *NEW VODCAST: E61: KISS from a Rose* Signed, Seal'd & Delivered. *FULLY PERMITTED* Critical Elements #Lithium @CRECORP…
Read MoreForemost Lithium Resource & Technology Ltd. @ForemostLithium $FAT $FRRSF has signed a binding term sheet with respect to the sale of its 60% interest in the Hidden Lake Project in Yellowknife, NWT for C$3.5 million to an arm's length party
Read MoreLithiumBank Resources Corp. @Lithium_Bank $LBNK.V $LBNKF announces updated NI 43-101 Mineral Resource Estimates of 393,000 tonnes of Indicated Lithium Carbonate Equivalent at a grade of 71.6 mg/L and 5,808,000 tonnes of Inferred LCE at 68.0 mg/L lithium https://t.co/SGRTylgyMB
Read MoreLake Resources NL @lake_resources $LKE.AX $LLKKF appoints Karen Greene as Senior Vice President to lead investor relations, governance, and communications https://t.co/dI7uysGo9B
Read MoreGreen Technology Metals Limited @greentm_ $GT1.AX advises that purchase of the remaining 20% interest of the Ontario Lithium Projects from Ardiden Limited has completed https://t.co/DqCV4p0IMd
Read More”If We Want Lithium, Let China Finance It The Asian nation has built world-class refining and electric-vehicle capabilities. Canada can keep Chinese investment dollars without losing control of critical minerals.”
Read MoreChina opposes Canada's order on lithium mining investments
Read MoreRT @Thematicafunds: Battery Demand Stays Strong as Lithium Prices Rise, Albemarle CEO Says
Read MoreNew Article:
New Article: Volkswagen, Yorkton Ventures, BYD, NIO: E-Mobility 2022 - The Tesla Hunters Are Coming!
