Goldman Sachs is really into lithium now and pushing it across all social media platforms and to its clients. The real story with Lithium is happening in China already and Elon Musk tells everybody who would listen what is coming next. This video from Tesla Trip is summarizing very well the latest developments with Tesla. Below you can find a lot of information about the far-reaching consequences for the strategic commodities like Lithium which is at the very heart of this Energy rEVolution and Electric Cars.
Energy rEVolution: As Lithium Demand Grows, China 'Charged Up And Ready To Grow'.
Tesla Gigafactory "Grand Opening" this week on July 29th has brought Lithium back into headlines. CNBC is pushing the story out after UBS and Goldman Sachs have endorsed Electric Cars and Lithium respectively. I will not be very cynical here, but you can get the drift. In my very personal opinion, there is NO Lithium underneath the Tesla Gigafactory floor. The Lithium Launch 2.0 will separate hype and daydreams from people with dreams and solid lithium projects advanced with strong major lithium end-users as strategic partners. Just always make your very own DD and otherwise the story is right: all cars will be electric very soon and powered by Lithium Technology.
I was very impressed during Benchmark Minerals Intelligence Battery Supply Conference hosted by UBS this June in London when UBS basically killed any hydrogen dreams left and pronounce that battery powered electric cars are the future for transportation. According to UBS just in a few years time, we will reach the cost ownership parity between electric cars and ICE ones powered by diesel and gasoline. It will be the major tipping point and China is leading the way. Lithium X gained my respect after its presentation when they have stated that very substantial claims in Nevada are on hold and no investment is planned to advance them before the new lithium extraction technology for that region can be developed. There are enough known lithium resources to make all our transportation electric, lithium is even in the sea water - the trick is to extract it economically and in time to meet the rising demand. My very personal estimations are for 100% increase in the next 5 years and Goldman Sachs is talking now about lithium demand tripling by 2025. Now add here all the rumors about Electric Cars from Apple, Foxconn; and Jaguar Land Rover, BMW and Ford being in talks about building their own lithium batteries "Gigafactory" to compete with Tesla.
International Lithium goes with its strategic partners to the places where Lithium is and not just Tesla and its Gigafactory. Ganfeng Lithium is $4.5 Billion market cap giant from China with 19 patents and the only company able to produce lithium from both hard rock and brine sources. Ganfeng invests heavily in International Lithium and finances our two J/V s in Ireland and Argentina. And the real lithium race is happening in China already where 25 companies are making 51 models of electric cars. Read more."
Lithium Race Tesla Master Plan 2.0: Stunning Solar Seamlessly Powering Houses, Electric Trucks, Busses And Killing Uber.
The wait is over: Elon Musk goes BYD or the world domination. Warren Buffett is the unlikely person to participate in Energy rEVolution, but BYD has already the full scale of what Elon Musk is going to do now in style. This is a major difference: Elon Musk has style and the best EVs technology ahead of everybody, but BYD has the largest market for electric cars in the world in China and has become the number one EV manufacturer already. They have electric cars, busses, trucks, and energy storage.
"Welcome to the 21st-century competition, when prices for the best electric cars are going down and fast. So far the Tesla Master Plan 2.0 is addressing what Tesla will do in the future and not how. It lacks major details of how this literally grand vision will be achieved. There is no real groundbreaking announcement about Electric Car and Solar Systems from Tesla with "Pay As You Go" payment plan or strategic alliance with Apple or BYD yet. We have to see how this vision of millions of electric cars, buses and trucks seamlessly powered by Solar Energy will be implemented in the future, but Lithium Technology is here already to make it happen. There are 25 companies in China already making 51 models of electric cars anxious to make it happen in the largest auto market in the world.
Tesla Gigafactory and other Lithium Batteries Megafactories will be the key to this success. $4.5 billion giant from China Ganfeng Lithium supplies lithium to BYD and Panasonic among very many other clients. Panasonic supplies Tesla with lithium cells. International Lithium is building a vertically integrated lithium business with Ganfeng. Ganfeng Lithium finances two of our J/V projects in Ireland and Argentina. Welcome to the fast lane of Energy rEVolution! Read more."
"Welcome to the 21st-century competition, when prices for the best electric cars are going down and fast. So far the Tesla Master Plan 2.0 is addressing what Tesla will do in the future and not how. It lacks major details of how this literally grand vision will be achieved. There is no real groundbreaking announcement about Electric Car and Solar Systems from Tesla with "Pay As You Go" payment plan or strategic alliance with Apple or BYD yet. We have to see how this vision of millions of electric cars, buses and trucks seamlessly powered by Solar Energy will be implemented in the future, but Lithium Technology is here already to make it happen. There are 25 companies in China already making 51 models of electric cars anxious to make it happen in the largest auto market in the world.
Tesla Gigafactory and other Lithium Batteries Megafactories will be the key to this success. $4.5 billion giant from China Ganfeng Lithium supplies lithium to BYD and Panasonic among very many other clients. Panasonic supplies Tesla with lithium cells. International Lithium is building a vertically integrated lithium business with Ganfeng. Ganfeng Lithium finances two of our J/V projects in Ireland and Argentina. Welcome to the fast lane of Energy rEVolution! Read more."
Ganfeng Lithium And International Lithium Approve USD 12 Million Budget To Accelerate The Mariana Lithium Brine Project In Argentina.
“Our combined perseverance over the last five years has culminated in this momentous milestone. We look forward with our strategic partner Ganfeng Lithium to the advancement of the Mariana Lithium brine project towards operational permitting” states Mr. Kirill Klip, President, International Lithium Corp. “This is a clear indication that our careful approach in identifying high quality projects at an early stage of development, whether they are brines or pegmatites, and sourcing strategic partners to assist in the development of these assets is proven successful. ILC intends to apply this approach and rapidly advance the Company’s portfolio of high quality lithium projects in this increasingly vital market segment.” Read more.
Will Elon Musk's Secret Master Plan 2.0 "Save" Tesla And All Of Us From Cancer Hazard Diesel And Petrol Emissions?
"I honestly do not know why so many people are thinking that something is wrong with Tesla and why it must be saved now. All other autos on another hand need a very serious shake up, just to survive what is coming now. Tesla Model 3 will unleash the true mass market for electric cars. Tesla has outsold Audi 8, BMW 7 and Mercedes S-Class last year in the Western Europe already, now Elon Musk is going for the BMW 3 admirers.
While a general public is still sleeping at the wheels of cancer hazard polluting diesel and petrol cars, "Electric Billionaire Club" is busy adding billions to their fortunes. Elon Musk is working now on his "Secret Master Plan" promised to be released shortly - I guess to add to the excitement and publicity around Tesla Gigafactory Grand Opening on July 29th. What this one will be about? "Creating a seamlessly integrated Tesla battery & solar power product that looks beautiful", as Elon Musk twitted about the reason for Tesla buying out Solar City. Will Tesla announce the "Mobile Phone" style payment plan for its Electric Cars and Solar systems, when customers can choose an electric car from Tesla or add to it Tesla's Solar System including Energy Storage and pay a simple monthly fee for it? Or can we expect something even more groundbreaking? For example, like how to make millions of electric cars Tesla Model 3 really super fast? I will throw the wild one: major strategic alliance announcement with Apple to build dozens of Gigafactories all around the world and license Tesla Model 3 powertrains.
Or will it be another member of "Electric Billionaire club involved? Warren Buffett has a stake in BYD. This New Energy conglomerate from China is the largest EVs manufacturer in the world, conveniently located in the largest market for electric cars in China. Any combination of technology, skills, capital and market access in China between Tesla and BYD will throw all other automakers back in the ICE age overnight. Then Sir Branson will be definitely right on the spot with his prediction. Read more."
Elon Musk Moves To Tesla Solar Cities: The Goal - Exit The Fossil Fuels Era As Soon As Possible.
There are very heated debates on the CNBC, Bloomberg and in social media about Elon Musk's bold move to buy out SolarCity by Tesla. Number crunchers will point out to the SolarCity problems, family connections, conflicts of interests and "how many people would be better by buying Tesla Electric Car than Tesla's stock during the recent underwriting". Smarter short sellers can point out to the "disarray of the solar industry in general" after the collapse of the Sun Edison. Everything will work now - just to cover the Big Short. They all have a very little time left ... Elon Musk will spell it all out one more time at the Tesla Gigafactory "opening" in July. Read more."
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