Lithium

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Blogs on Lithium:

Geopolitics and Markets Review – 17th June 2024

Dylan Muggleton
·
June 17, 2024
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

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The Circular Battery Economy

Dylan Muggleton
·
January 11, 2024
The Circular Battery Economy

Contents Introduction What Is The Circular Battery Economy Repair, Repurpose, and Recycle Regulation and Policy Concluding Remarks

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Plugged In Or Priced Out?

Dylan Muggleton
·
December 14, 2023
Plugged In Or Priced Out?

Contents Introduction Cost of Lithium and Adoption of EVs EV Charging You Will Own Nothing Concluding Remarks

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The Geopolitics of Lithium

Dylan Muggleton
·
December 7, 2023
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

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Direct Lithium Extraction

Dylan Muggleton
·
November 30, 2023
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.

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Digging For Dollars

Dylan Muggleton
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November 16, 2023
Digging For Dollars

Contents Introduction New Mines and Operations: Nevada New Mining Process Issues Other Major Sources of Lithium Recently Discovered Concluding Remarks

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The Problems With Forecasting

Dylan Muggleton
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November 9, 2023
The Problems With Forecasting

Contents Introduction Growth Rates: Demand and Production Capacity Analysis and Problems With My Forecast A Generalisation of Forecasts Concluding Remarks

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Napkin Mathematics: Lithium

Dylan Muggleton
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November 2, 2023
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.

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Beneath The Surface

Dylan Muggleton
·
October 26, 2023
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…

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Power Players

Dylan Muggleton
·
October 19, 2023
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…

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Driving Factors

Dylan Muggleton
·
October 12, 2023
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.

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