Business

The Lithium Extraction Tech That Might Take Tesla To $2 Trillion


In Austin, Texas, Elon Musk is constructing his Tesla Cybertruck plant

And is growing a new technology to produce their big lithium necessities.

Even Samsung is transferring manufacturing from overseas to Texas

Why?

American lithium is predicted to be in high-demand for the following century…

And early buyers within the corporations set to revenue may obtain important returns on their funding in 2022.

Few investors may know that the US has a number of the world’s largest lithium reserves…

And with supply-chain points and China’s emergence as a lithium power-house…

Lithium manufacturing is now flooding again to America.

We predict one little-known inventory may benefit probably the most as a result of it’s the chief in what may turn into a novel, new lithium extraction know-how…

Particulars under…

LITHIUM DEMAND ESTIMATED TO INCREASE 40X: 25,000 TONNE DEFICIT PER YEAR FORECASTED!

Not solely do provide chain points have American corporations scrambling to deliver enterprise again to America…

However present ranges and kinds of lithium extraction might not have the ability to sustain with demand…

Lithium demand is estimated to increase by up to 40x over the following 20 years, with automakers all over the world committing to majority-EV manufacturing and renewable power changing into the holy grail.

Nearly all of the world’s lithium is at the moment mined in Chile and Australia. And the bulk of what’s mined is then processed in China. China is controlling provide, which is a nationwide safety subject for america.

The state of affairs has EV corporations like Tesla scrambling to safe American lithium provide offers.

On November 1st, Tesla lastly reached a three-year lithium provide contract with the world’s largest producer, Ganfeng Lithium Co.

But it surely’s nonetheless not sufficient to satiate Tesla’s wants, not to mention everybody else’s.

The majority of the world’s lithium provides are extracted from liquid brine reservoirs positioned beneath salt flats, and a deficit is already being felt.

BMI’s George Miller forecasts a lithium carbonate deficit of 25,000 tonnes this year. By subsequent yr, he expects that deficit to be way more critical.

For the Biden Administration, securing domestics sources of lithium is a matter of nationwide safety.

ELECTRIC VEHICLE PRODUCTION TO CREATE EPIC DEMAND BY ALL MAJOR CAR MANUFACTURERS

Biden’s blueprint for domestic lithium production, refining and battery manufacturing is predicted to drive a potential EV gross sales improve of as much as 50% by 2030.

For EV makers and battery producers, like Tesla, it’s all about new applied sciences that may guarantee we now have sufficient lithium and the very best batteries for EVs.

In America, Basic Motors (NYSE:GM) is planning 30 new EVs by 2025, and it’s betting on new battery tech with a lithium-metal anode that might make batteries lighter and extra energy-dense …

Ford (NYSE:F) has pledged to go all-electric by 2040, and can make investments over $30 billion in EV and battery manufacturing over the following 5 years. It’s additionally testing liquid cooling for a sooner EV charger that might minimize charging time from hours to minutes.

In Europe, they’re transferring even sooner.

Even Mercedes will go all-electric by 2030.

In China, standard gas-burning automobiles might be phased out by 2035.

Apple (NASDAQ:APPL) makes use of lithium in cell telephones and laptops. And now, it’s popping out with a automobile. The Apple Car is predicted to be launched in 4 years.

Briefly: It appears like there’s a world “secret war” occurring for entry to lithium… and the know-how wanted to unlock it.

And that’s the place the early buyers in breakthrough know-how could possibly profit…

HLT TECH: BATTERY GRADE LITHIUM FROM ROCKS

Lithium comes both from subsurface brines or spodumene-bearing pegmatite deposits.

Lithium from brine is less complicated to extract since you pump the lithium-bearing brines out of the bottom after which deal with them to type lithium carbonate or lithium hydroxide.

The method doesn’t contain conventional mining.

However there are issues with this methodology.

The most important downside is that we want extra provide than brine deposits alone can supply.

The method can be extremely time-consuming.

Extracting from the brine entails photo voltaic evaporation from salt flats, and that can take many years.

It’s additionally environmentally damaging and requires tons of water not accessible close to the salt flats.

For instance, Chile’s Atacama desert is being depleted of water due to lithium brine extraction. Now it’s barren and the locals are being disadvantaged of water assets and grasslands very important to their survival. However what if there have been a greater tech?

There could also be!

It’s referred to as HLT.

And it’s a novel new know-how being developed in Medaro Mining Corp.’s (CSE:MEDA; OTC:MEDAF) three way partnership with International Lithium Extraction Applied sciences Inc.

Now, lithium will be mined from the arduous rock utilizing conventional mining methods, and Medaro’s new know-how, if developed and commercialized, may probably upend the lithium extraction phase.

Laborious rock is in all places within the U.S. and in Canada.

Source: Mindat.org

The brand new course of may decrease lithium extraction prices 30% to 50% lastly making it economically viable.

Right here’s the way it works…

Till now, lithium from brine has been inexpensive to extract however refining it’s time consuming and requires numerous poisonous chemical compounds.

Laborious-rock makes use of standard mining methods. Laborious-rock is plentiful in Canada, Australia and US. However till now, extracting lithium from it has been too costly.

Medaro Mining Corp.’s (CSE:MEDA; OTC:MEDAF) proprietary lithium extraction know-how is aimed to supply high-grades, decrease prices and environmentally pleasant processes.

Medaro says the method solely requires three feedstock supplies:

  1. Spodumene focus

  2. Excessive-purity Carbon Dioxide (CO2), which is consumed in forming Lithium Carbonate

  3. Excessive-purity water (H2O), which is consumed in forming Lithium Hydroxide.

It doesn’t use any hydrocarbons in any respect.

It’s additionally a modular course of that’s extremely scalable and deployable proper on the mine website, presumably even in distant areas. The scalability potential may very well be as much as 50-100 tonnes per day, or extra, within the roughest terrains.

And there aren’t any related CO2 emissions as a result of it is a closed-loop course of run on clear power. That alone means the method may result in decrease prices and a a lot smaller manufacturing footprint. The method may produce just about zero waste, which might equal big financial savings in comparison with different strategies.

Topic to pilot assessments, preliminary research predict that Medaro’s new lithium extraction course of may ship nearly one-fifth of a tonne of Lithium Carbonate and one-quarter of a tonne of Lithium Hydroxide for each tonne of concentrated spodumene extracted from the rock.

And it will be battery-grade lithium prepared for the market.

This might scale back provide chain prices and bottlenecks and may very well be scalable at an industrial stage, presumably with international implications for the business.

In actual fact, if totally developed and commercialized, this course of would possibly generate over $400 million per yr… per modular set up!

If Medaro Mining Corp.’s (CSE:MEDA; OTC:MEDAF) proves out and commercializes its know-how, hard-rock miners everywhere in the world may have the ability to mine clear, inexperienced lithium affordably.

ARE BILLIONAIRES GOING “ALL-IN” ON LITHIUM?

Within the final decade, applied sciences powered by lithium have made corporations a whole bunch of billions of {dollars}. Within the subsequent decade, lithium may gasoline trillions of {dollars} in new wealth.

We predict the neatest buyers are going “all-in” on Lithium.

Warren Buffett’s Berkshire Hathaway made an enormous transfer into lithium in 2019, with a enterprise to extract $1.5 billion in lithium from geothermal wells in California.

Elon Musk needs to mine his own lithium.

Tim Prepare dinner is growing the Apple Automobile and lithium greed is at an all-time excessive for the tech large.

It will get even higher…

The infrastructure deal may flood the ESG market with $1 trillion to not point out a number of billions extra from buyers hopping on this rushing prepare.

They’re going all in as a result of it is extra than simply automobile engines…

The power storage business is a good larger market than EVs.

The potential of lithium grid storage is explosive. Simply suppose Tesla’s PowerWall and Megapacks.

OUR PICK FOR A STOCK TO WATCH FOR 2022: $35 MILLION MARKET CAP STOCK WHICH WE THINK HAS GREAT POTENTIAL

Let’s discuss numbers…

As on the finish of November, this firm has a market cap of $35 million…

However its know-how may, if confirmed out and commercialized, scale as much as 50-100 tonnes of processing per day.

That is roughly 10-20 tonnes of Lithium Carbonate (Li2CO3) at $20,000 per tonne…

And roughly 12-25 tonnes of Lithium Hydroxide (LiOH-H2O) at $22,000 per tonne… per day.

In different phrases, this might imply a possible of over $400 million per modular set up.

If that occurred, firm’s valuation may rise considerably with only one set up.

Insiders within the EV business might already be taking discover…

Their current non-public placement was not brokered and it was still oversubscribed

We predict the good cash is transferring now.

Within the coming days/months, Medaro Mining Corp. (CSE:MEDA; OTC:MEDAF) may announce additional developments and take a look at outcomes…

Which may affirm the thrilling potential of this new know-how.

Different corporations to observe as lithium demand soars:

FuelCell Vitality (NASDAQ:FCEL) is one other various gasoline inventory that has taken Wall Road by storm. Gasoline cells are a comparatively new know-how, which could clarify why the corporate’s shares appear to have little correlation with different shares in its business and even these outdoors of it. Nevertheless, whereas momentum might fluctuate infrequently and buyers must be ready for fluctuations inside 24 hours of 10%, this upstart will probably proceed on an upward development attributable to regular advances in analysis and growth in addition to elevated use circumstances worldwide similar to China’s funding into hydrogen transportation infrastructure.

Sitting at simply $8.71 on the time of writing, FuelCell is a good alternative to benefit from a inventory with a buy-in whereas gaining publicity to an thrilling new market. Although essentially, the corporate remains to be struggling to realize its footing, don’t write it off simply but. Because the larger development of decarbonization takes over, corporations like FuelCell, and different various power shares, are more likely to profit in an enormous approach.

Vitality corporations shouldn’t be ignored, both. As one the world’s main renewables producers, NextEra Vitality (NYSE:NEE) is actually constructing the trail in direction of sustainability. To make issues extra thrilling, the corporate was the primary capital investor in inexperienced power infrastructure, and the fifth largest investor throughout all sectors.

NextEra Vitality works with many alternative corporations like Apple, Amazon, Nestle Waters North America amongst others to assist them turn into extra sustainable by investing in renewable power sources in addition to serving to them scale back their carbon footprint via offering high quality services and products that decrease utility payments.

NextEra is the world’s main producer of wind and photo voltaic power, so it’s no shock that it has obtained some love from the ‘millennial dollar.’ In actual fact, in 2018, the corporate was the primary capital investor in inexperienced power infrastructure, and fifth largest capital investor throughout all sectors. No different firm has been extra energetic in lowering carbon emissions. And so they’re simply getting began. By 2025, the corporate goals to cut back their very own emissions by 67 p.c whereas doubling their electrical energy manufacturing from a 2005 benchmark. To place this into perspective, if all of America’s utilities had been in a position to obtain NextEra Vitality’s projected 2025 emissions price, absolute CO2 emissions for the facility sector can be roughly 75% decrease than they had been in 2005.

Even Large Oil is leaping on board, diversifying their portfolios and to hedge their bets within the quickly altering new actuality of power. And no different oil main takes this extra critically than TotalEnergies (NYSE:TTE). maintains a ‘big picture’ outlook throughout all of its endeavors. It isn’t solely conscious of the wants that aren’t being met by a good portion of the world’s rising inhabitants, it’s also hyper-aware of the looming local weather disaster if modifications aren’t made. In its push to create a greater world for all, it has dedicated to contributing to every of the United Nations’ Sustainable Growth Objectives.

Complete checks each field within the ESG guidelines. It’s selling variety and security, making huge modifications in its daily operations to make sure that its enterprise is environmentally sound, and has even dedicated to going carbon impartial by 2050 or sooner. It’s no shock that shareholders are loving its forward-thinking strategy.

Sociedad Química y Minera de Chile (NYSE:SQM) has seen its inventory value practically double from $30 in mid-February 2020 to $57 at shut on February 16, 2021. Sociedad Química y Minera, for instance, signed in December a long-term provide cope with LG Vitality Resolution, which in flip provides batteries to carmakers similar to Tesla and GM. Beneath the deal, SQM will provide battery-grade lithium carbonate and lithium hydroxide to LG Vitality Resolution between 2021 and 2029.

The Chilean agency additionally introduced a capital improve of as much as US$1.1 billion, most of which might be used for lithium carbonate enlargement in Chile, the place SQM plans to greater than double its manufacturing.

Sociedad Química y Minera sees the lithium business rising at round 20 p.c per yr in the long run, supported by rising EV gross sales and emission discount objectives from China to america.

Charlotte, North Carolina-based Albemarle Company (NYSE:ALB) has additionally seen its share value practically double, from $139 to $271 over the previous yr.

Analysts are rising more and more bullish on lithium producers’ shares, principally due to the upside potential in lithium costs within the medium time period, due to the continuously rising demand for EV and storage batteries.

The 2 greatest lithium producers, Albemarle and SQM, have just lately introduced enlargement initiatives and long-term provide offers as they consider the EV revolution and the power transition are simply starting.

Albemarle can be elevating cash through a public providing of widespread inventory, with proceeds anticipated at US$1.3 billion, which might be principally invested in building and enlargement of lithium operations in Silver Peak, Nevada, in addition to in Australia, Chile, and alternatives in China.

The most important lithium producers are making ready for the rising EV demand, which is now coming not solely from Tesla and Chinese language start-ups, but additionally from established carmakers such because the highest-selling U.S. automaker GM and Jaguar.

Teck Sources (TSX:TECK) may very well be one of many best-diversified miners on the market, with a broad portfolio of Copper, Zinc, Vitality, Gold, Silver and Molybdenum property. It’s even concerned within the oil scene! With its free money movement and a decrease volatility outlook for base metals together with a rising push for copper and zinc to create batteries, Teck may emerge as one of many yr’s most enjoyable miners.

Teck has had an excellent yr, climbing from simply $18 in January, to immediately’s value of $26.78. Along with its optimistic trajectory, the corporate has seen a good quantity of insider shopping for, which tells shareholders that the administration group is critical about persevering with so as to add shareholder worth. Along with insider shopping for, Teck has been added to quite a few hedge fund portfolios as nicely, suggesting that not solely do insiders consider within the firm, but additionally the good cash that’s actually driving the markets.

Celestica (TSX:CLS) is a key firm within the lithium increase attributable to is position as one of many prime producers of electronics within the Americas. Celestica’s wide selection of merchandise consists of however is just not restricted to communications options, enterprise and cloud providers, aerospace and protection merchandise, renewable power and sufficient well being know-how.

Because of its publicity to the renewable power market, Celestica’s future is tied hand-in-hand with the inexperienced power increase that’s sweeping the world for the time being. It helps construct good and environment friendly merchandise that combine the newest in energy technology, conversion and administration know-how to ship smarter, extra environment friendly grid and off-grid purposes for the world’s main power gear producers and builders.

Even old-school fossil gasoline producers are getting in on this race. Suncor (TSX:SU) is likely to be identified principally for its oil manufacturing. But it surely’s one of many few majors actually pushing the boundaries. In actual fact, it has pioneered quite a few high-tech options for locating, pumping, storing, and delivering its assets. When the rebound in crude costs lastly materializes, giants like Suncor are certain to do nicely out of it. Whereas lots of the oil majors have given up on oil sands manufacturing – those that concentrate on technological developments within the space have an excellent long-term outlook. And that upside is additional amplified by the truth that it’s at the moment wanting notably under-valued in comparison with its friends.

However that’s only one a part of its enterprise, nonetheless. Suncor can be a world chief in renewable power improvements. Just lately, the corporate invested $300 million in a wind farm positioned in Alberta. Moreover, as Canada strikes away from oil, Suncor is nicely positioned to benefit from one other one of many nation’s useful resource reserves; Lithium. One of the best half? It doesn’t even have to maneuver very far. In actual fact, Alberta’s oil sands are a significant hotspot for lithium manufacturing.

Lithium Americas Corp. (TSX:LAC) is one among North America’s most necessary and profitable pure-play lithium corporations. With two world-class lithium initiatives in Argentina and Nevada, Lithium Americas is well-positioned to trip the wave of rising lithium demand within the years to come back. It’s already raised practically a billion {dollars} in fairness and debt, displaying that buyers have a ton of curiosity within the firm’s formidable plans, and it’ll probably proceed its promising development and enlargement for years to come back.

It’s not ignoring the rising demand from buyers for accountable and sustainable mining, both. In actual fact, one among its main objectives is to create a optimistic affect on society and the atmosphere via its initiatives. This consists of cleaner mining tech, sturdy office security practices, a spread of alternatives for workers, and robust relationships with native governments to make sure that not solely are its staff being taken care of, however locals as nicely.

Lithium Americas’ efforts have paid off out there, as nicely. Whereas many corporations throughout a number of industries struggled final yr, Lithium Americas’ inventory soared. In February final yr, the corporate’s inventory value was sitting at simply $5.26, whereas immediately it’s at $21.12, representing a 300% return for buyers who purchased in only a yr in the past.

Turquoise Hill Sources Ltd. (TSX:TRQ) is a key participant in Canada’s useful resource and mineral business. It’s a main producer of coal and zinc, two assets with distinctly completely different futures. Whereas headlines are already touting the top of coal, zinc is a mineral that can play a key position in the way forward for power for years and years to come back.

Along with its zinc operations, Turquoise Hill can be a major producer of Uranium. Uranium is a key materials within the manufacturing of nuclear power, which many analysts are suggesting may very well be a significant part within the international transition to cleaner power. Whereas the mineral has not seen important value motion in recent times, there are a selection of latest initiatives set to come back on-line throughout the globe within the medium time period, which may very well be a boon to Turquoise Hill, particularly as various energies achieve traction within the market.

By. Charles Kennedy

*IMPORTANT! BY READING OUR CONTENT YOU EXPLICITLY AGREE TO THE FOLLOWING. PLEASE READ CAREFULLY**

This information launch accommodates sure forward-looking statements throughout the that means of relevant securities legal guidelines. All statements that aren’t historic information, together with with out limitation, statements concerning future estimates, plans, applications, forecasts, projections, targets, assumptions, expectations or beliefs of future efficiency, are forward-looking statements. Ahead-looking statements on this materials embody the Medaro Mining Corp. (the “Company”) three way partnership (JV) with International Lithium Extraction Applied sciences Inc. to develop a proprietary methodology of lithium extraction; that the Firm will succeed within the growth and commercialization of the proprietary know-how to extract lithium which is extremely value efficient, environment friendly and clear; that the Firm will have the ability to earn its choice to amass possession in its lithium initiatives; that the Firm’s lithium initiatives could have business quantities of lithium which can be extracted and developed utilizing its proposed know-how or in any other case; that the marketplace for lithium will proceed to develop to billions of {dollars}; that the Firm will have the ability to produce adequate portions of lithium to produce main contracts worldwide or be in any other case in a position to commercialize its enterprise; that the Firm’s JV will have the ability to develop, commercialize and license the know-how on a worldwide scale; that the know-how might be in a position scale back extraction prices by as much as 50%; that the know-how might be applied in distant areas near productive mines; that the Firm will design processing services for lithium extraction utilizing the know-how developed by the JV; that the know-how will have the ability to extract business quantities of lithium; that the Firm will have the ability to earn its choice to amass possession in its uranium challenge; that the Firm’s uranium challenge could have business quantities of uranium which can be developed; . Ahead-looking statements are topic to quite a few dangers and uncertainties, which can trigger precise outcomes to vary materially from these mentioned within the forward-looking statements. Dangers that might change or stop these statements from coming to fruition embody that the Firm’s JV could also be unable to efficiently develop a proprietary methodology of lithium extraction; that the Firm could also be unsuccessful within the growth of its proposed know-how, or even when developed, that the Firm could also be unable to commercialize the know-how or in any other case have the ability to extract lithium by a way which is value efficient, environment friendly or clear; that the Firm might fail to have the ability to develop lithium extraction services or to license its know-how; that the Firm might fail to satisfy its obligations underneath its choice agreements in respect of its lithium and uranium initiatives and be unable to amass possession within the properties; that the Firm’s lithium and uranium initiatives could also be fail to have any or adequate commercially viable quantities of lithium or uranium which can be extracted and/or developed; that the marketplace for lithium might not develop as shortly or as a lot as anticipated; that the Firm might not have the ability to finance its meant growth of know-how and/or the upkeep/growth of its lithium and uranium properties; rivals might supply cheaper or higher merchandise; markets don’t develop for the merchandise as anticipated; mental property rights might not defend the Firm’s processes and the Firm’s know-how might infringe on the mental property of others; and the Firm might not have the ability to perform its enterprise plans as anticipated. The forward-looking data contained herein is given as of the date hereof and the author assumes no duty to replace or revise such data to mirror new occasions or circumstances, besides as required by regulation.

DISCLAIMERS

ADVERTISEMENT. This communication is for leisure functions solely. By no means make investments purely based mostly on our communication. Oilprice.com, Superior Media Options Ltd, and their house owners, managers, staff, and assigns (collectively, “Oilprice.com”) are being paid ninety thousand USD for this text as half of a bigger advertising and marketing marketing campaign for CSE:MEDA. This compensation is a significant battle with our capacity to be unbiased. This communication is for leisure functions solely. By no means make investments purely based mostly on our communication. The data on this report and on our web site has not been independently verified and isn’t assured to be appropriate.

SHARE OWNERSHIP. The proprietor of Oilprice.com owns shares of this featured firm and subsequently has an extra incentive to see the featured firm’s inventory carry out nicely. The proprietor of Oilprice.com is not going to notify the market when it decides to purchase extra or promote shares of this issuer out there. The proprietor of Oilprice.com might be shopping for and promoting shares of this issuer for its personal revenue. That is why we stress that you just conduct in depth due diligence in addition to search the recommendation of your monetary advisor or a registered broker-dealer earlier than investing in any securities.

NOT AN INVESTMENT ADVISOR. The Firm is just not registered or licensed by any governing physique in any jurisdiction to provide investing recommendation or present funding advice.

ALWAYS DO YOUR OWN RESEARCH and seek the advice of with a licensed funding skilled earlier than investing. This communication shouldn’t be used as a foundation for making any funding.

RISK OF INVESTING. Investing is inherently dangerous. Do not commerce with cash you’ll be able to’t afford to lose. That is neither a solicitation nor a proposal to Purchase/Promote securities. No illustration is being made that any inventory acquisition will or is more likely to obtain income.

Read this article on OilPrice.com



Source link