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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
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
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
Beyond Lithium has just 34M shares outstanding, an C$11M market cap, and has been operating on a shoestring budget since day 1. Yet, its technical team has made truly remarkable progress this year. First, a meaningful discovery at its Cosgrave … Continued
Investors in lithium companies are watching this chart of the battery-quality lithium carbonate spot price [in China] closely. It’s down from 597,500 Chinese yuan/tonne to 142,500 yuan/t (US$19,650/t). However, more representative of the overall market is the quarterly contract price achieved by companies … Continued