Lithium
Blogs on Lithium:
Geopolitics and Markets Review – 17th June 2024
Contents Introduction Trade War Returns Why Now? China’s Response Impact On Global Trade What’s Next? Concluding Remarks
The Circular Battery Economy
Contents Introduction What Is The Circular Battery Economy Repair, Repurpose, and Recycle Regulation and Policy Concluding Remarks
Plugged In Or Priced Out?
Contents Introduction Cost of Lithium and Adoption of EVs EV Charging You Will Own Nothing Concluding Remarks
The Geopolitics of Lithium
Contents 1) Introduction 2) Imports 3) Exports 4) Reducing Lithium Supply Chain Disruptions 5) Mitigating General Supply Chain Impacts 6) Concluding Remarks
Direct Lithium Extraction
Contents Lithium Innovation Direct Lithium Extraction DLE - What Is It? Electrodialysis Lithium Ion-Exchange Advantages of DLE Disadvantages of DLE Concluding RemarksGeopolitics Explained is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Digging For Dollars
Contents Introduction New Mines and Operations: Nevada New Mining Process Issues Other Major Sources of Lithium Recently Discovered Concluding Remarks
The Problems With Forecasting
Contents Introduction Growth Rates: Demand and Production Capacity Analysis and Problems With My Forecast A Generalisation of Forecasts Concluding Remarks
Napkin Mathematics: Lithium
Contents Lithium Production Production Capacity Lithium Reserves Lithium Demand Assumptions Mid-Forecast Best-Case Forecast Worst-Case Forecast Concluding RemarksGeopolitics Explained is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Beneath The Surface
Contents The Current Largest Lithium Mining Projects Open-Pit vs Brine Extraction Concluding Remarks Last week we explored the biggest Lithium companies in the world, now I’ll explore the largest mines and different lithium mining methods.Geopolitics Explained is a reader-supported publication. To receive new posts and support my work, consider becoming a f…
Power Players
Contents Biggest Lithium Companies In The World Data Results - Correlation Between Lithium Price and Stock Prices Hypotheses and Analysis Lithium Producers vs Tesla Correlation Technical Analysis Concluding Remarks This week, I’ll stay on the topic of lithium and dive into the largest lithium-involved companies in the world. This is partly because I had fun la…
Driving Factors
These are the kinds of case studies I will include in the final collective piece I release covering my work on energy. I’d already been working on this one so decided to release it now.Geopolitics Explained is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Data On Lithium:
