Make no mistake, geopolitical implications of the attempt to "Make America Great Again" with "Clean Coal" will go very far. China is executing meticulously its New Energy Plan taking dominant positions in one market after another. Lithium Materials - check, Lithium Batteries - in the making, Electric Cars - more than 70 EV models are on sale and now the hunt is on for the best technology to transfer in exchange for the access to the largest market.
"Today's news about the technology giant behind the Chinese "Facebook" Tencent taking a 5% stake in Tesla is giving more credibility to Elon Musk's plans to expand his operations in China. It is showing that the largest market in the world for electric cars in China will welcome Tesla in order to get the best technology for electric cars. It is all part of the very carefully crafted New Energy Plan in China. Next logical step will be to follow up on Elon Musk's ideas to bring production of Teslas into China as well. The transfer of the best EV technology is the next step. Who will be left behind holding the bag after Energy rEVolution?
"Today's news about the technology giant behind the Chinese "Facebook" Tencent taking a 5% stake in Tesla is giving more credibility to Elon Musk's plans to expand his operations in China. It is showing that the largest market in the world for electric cars in China will welcome Tesla in order to get the best technology for electric cars. It is all part of the very carefully crafted New Energy Plan in China. Next logical step will be to follow up on Elon Musk's ideas to bring production of Teslas into China as well. The transfer of the best EV technology is the next step. Who will be left behind holding the bag after Energy rEVolution?
Joe Lowry from Global Lithium has just reported that NCA cathode for lithium batteries is still produced in Japan by Panasonic for Tesla. This supply chain for Tesla Gigafactory is going all the way around the Globe and back to China. Panasonic is buying its lithium chemicals from China. China is "The Centre of The Lithium Universe". Lithium is the magic metal at the very heart of this Energy rEVolution and International Lithium is Lithium Strategic Investments and Royalty Company which is plugged-in the most dynamic EV and Energy Storage markets in China with partners like a giant from China Ganfeng Lithium."
Tesla Gigafactory Begins Battery Production: Lithium Supply Chain Goes All Around The Globe And Back To China.
We have another very important milestone for our Energy rEvolution. Tesla Gigafactory begins lithium battery production as planned by Elon Musk years ago. Another thing we have been discussing here for all these years is that there is no lithium under the floor of Gigafactory in Nevada. China controls now the market of lithium chemicals which are used to produce lithium cells. In a case of Tesla, Panasonic is still supplying lithium cells and buying its lithium materials from Chinese companies like Ganfeng Lithium.
We are talking here about the security of lithium supply and market which is growing exponentially from the very low base of $1 billion in total sales in 2015. Now we have electric cars crossing the 1% of the sales of all new cars and attacking the exponential part of the adoption S-curve. Lithium market size will be driven by price and volume.
The price of lithium in the finished battery is below 2% - 3%. Total volume last year was around 180,000 - 200,000 LCE T. Every 1% of increased share for electric cars in total auto sales demands new supply of 70,000 LCE T. China is talking about California style ZEV mandate with EVs to represent 8% of all new cars sales by 2018 and 12% by 2020! Last year we have just crossed 1.4% in China in sales for EVs... They are talking about EV market growth in China by 9-10 times in 3 years time. Watch the video."
‘China’ the Centre of the Lithium Universe.
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(Please note that International Lithium is an exploration stage company and not producing any lithium materials yet. Company does not have any resources and/or reserves as it is defined by respective policies for disclosure by mining companies other than properly reported in its public filings on SEDAR)
Please Note that International Lithium Qualified Person - as it is defined by NI 43-101, was NOT able to Verify and Confirm Any Provided Information by The Third Parties in the Articles, News Releases or on the Links embedded in this blog post; you must NOT rely in any sense on any of this information in order to make any Resource or Value Calculation, or attribute any particular Value or Price Target to any Discussed Securities.
‘China’ the Centre of the Lithium Universe
Kirill Klip
President of International Lithium Corp.
The recent Volkswagen scandal has once again shed light on polluting vehicles and the health hazard they pose to the public and environment. In hopes of ending this tainted legacy, governments have begun implementing regulations to phase out emission causing vehicles. Respectively, all major automakers have followed suit and pledged to build dozens of electric vehicles in years to come.
Maybe you missed it, but China is now “The Center of the Lithium Universe”. China is already the world’s largest electric vehicle market. BYD, the Chinese company backed by Warren Buffett, is the largest EV manufacturer in the world, thus the Chinese companies are producing the largest amount of lithium chemicals for the batteries required to make them. The market is booming, there are currently 25 companies making 51 models of electric cars in China. Over 500,000 EVs will be sold in China this year alone. By comparison, it took GM 7 years to sell 100,000 Chevy Volts since 2009 which is projected to be also the total of sales for BYD just in this year! Read more."
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