Skyharbour Resources, 29 #uranium properties/projects in Athabasca basin
After years of a very low #uranium spot price (high teens to $40’s/lb.), the price more than doubled to a high of ~$107/lb., before easing back to the mid-$90s/lb. Despite pullbacks, many U3O8 stocks have rallied substantially. Do uranium plays … Continued
Frontier Lithium; down, down, down — but not out!
In these three charts from Benchmark Mineral Intelligence, the rate of EV sales growth is slowing, but units are forecast to climb a robust +18.7%/yr. from 2024-30. In addition, notice that the average Li-ion battery size is increasing (estimated +38% … Continued
Is Standard Lithium the next U.S. producer?
In about a decade, the U.S. will be consuming 20-25% of global lithium (“Li“) supply, roughly a million (+/-100k) tonnes of Lithium Carbonate Equiv. (“LCE“)/yr. Currently, it produces ~5k tonnes. Scaling up from 5k to 1M tonnes/yr. (a +70% CAGR) … Continued
Li-FT Power; world-class #lithium project in #Canada
I’m tracking ~240 junior miners with at least one lithium (“Li“)-prospective property in Canada. The vast majority are early-stage Canadian & Australian-listed plays in Quebec & Ontario. Of those, ~100 are trading at $0.05 or less. Many will disappear… or … Continued