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That lithium shortage

As I never tire of telling, there’s an awful lot more out there of every mineral that folk generally realise. This is a list of lithium companies. It’s not a complete list by any means at all. It’s only the list of listed, stock market, companies that someone will pay me to write about.

Ticker Name GICS Sector GICS Industry

SGML Sigma Lithium Corporation
LIT Global X Lithium & Battery Tech ETF
SLI Standard Lithium Ltd.
CYDVF Century Lithium Corp.
BATT Amplify Lithium & Battery Technology ETF
APHLF Alpha Lithium Corporation
CXOXF Core Lithium Ltd
LITOF Frontier Lithium Inc.
GNENF Ganfeng Lithium Group Co., Ltd.
EEMMF E3 Lithium Limited
ALLIF Atlantic Lithium Limited
GNENY Ganfeng Lithium Group Co., Ltd.
SGML:CA Sigma Lithium Corporation
CRECF Critical Elements Lithium Corporation
ATLX Atlas Lithium Corporation
LI:CA American Lithium Corp.
LLLAF Leo Lithium Limited
LISMF Lithium South Development Corporation
FL:CA Frontier Lithium Inc. Materials
LCE:CA Century Lithium Corp. Materials
CRE:CA Critical Elements Lithium Corporation
TQLCF Tianqi Lithium Corporation
GBLRF Global Lithium Resources Limited
CTLHF CleanTech Lithium Plc Materials

We don’t need even all of those of that very partial list to come to market for there to be likely oversupply. Note that the list doesn’t include the large producers currently extant. This is only the companies that someone else hasn’t written about in the last 90 days…..

12 thoughts on “That lithium shortage”

  1. Iran has just announced it has the world’s second biggest lithium deposit.

    Will the beer explorers be diverted to investigate.

  2. Indeed, Pilbara is very fun.

    Biggest stroke of luck in mining history even. That deposit was opened up by Altura. Who went bust. They managed to get into production, got near to nameplate (ie, full production) but the combination of low Li prices and their loans for development costs made them bust. Pilbara bought the asset for $121 million (as I recall). The Li prices started its vertiginous climb (at least 10x) about 3 days after the deal closed. I exaggerate, but not by much. Certainly, if Altura had waited a year before going bust then they wouldn’t have done.

  3. No amount of lithium (or any other imaginable battery technology) can turn milk floats from virtue signalling toys to usable replacements for real cars (not that that is the intention of course).

    Of course, there is and always will be a demand for lithium, but milk floats won’t be much of a market when the subsidy merry go round stops, which it likely will quite soon.

  4. Depends on the milk float Mark. Fast ones are nice. Always wanted to have the fastest milk float in the west like Ernie.

  5. Not entirely true, Mark.

    Electric cars will have their place in transportation, it simply not the “Always, Everywhere” the EcoFreaks want, nor will they be “milk-floats”.
    As always with technology application is everything.

    Urban transport within a 100km radius? They’re fine if the energy distribution problem is solved, either by reinforcing the grid, or making the batteries easily swappable. Both require investment and, gods forbid, cooperation between manufacturers, but technically speaking trivial.
    And it would do wonders for air quality in big urban areas..

    Long-haul transport, heavy-duty power applications, and middle-of-nowhere long distance travel?
    No, but we’ve got perfectly fine turbo-diesels for that. And can and should continue to use them until Future Tech™ allows us to have a look into Doing Things Different there.

    As usual the fanatics on both sides of the equation prevent us from allowing Things to progress naturally to give us the Best of Both Worlds. And “mostly-solve” some modern problems that are there along the way.

  6. As usual the fanatics on both sides of the equation prevent us from allowing Things to progress naturally to give us the Best of Both Worlds.

    I expect most of the “fanatics” on the I-need-a-real-car-for-real-world-things side would be happy to be persuaded when the milk floats are shown to work.

    For me, I have a simple list. To choose a milk float over a real car, the milk float has to:

    o Be cheaper to buy
    o Be cheaper to run
    o Have a range of at least 700 miles, with the aircon/heating on permanently and towing 1.5 tons of trailer
    o Be recharged in 5 minutes or less
    o Have a recharging point installed on the pavement outside my house

    Once all that is true (ie, never at the current technology) I might consider a milk float.

  7. @Sadbutmadlad

    Beat me to it!


    That’ right, but the propaganda is telling us that the “revolution” is about to provide a replacement – and a far superior one at that – for our “dinosaur planet killers” that will be able to do everything at least as well.

    Total drooling fantasy which we all know.

    Electric vehicles – like windmills – have always had their uses. Milk floats for one, golf carts for another, and all sorts of small platforms for short range use where combustion engines are not suitable.

    I don’t care tuppence for the infantilised fantasies of technologically illiterate children. I do very much care about the systematic and spite driven destruction of the infrastructure that keeps us all from starvation!

    I would buy a battery powered car tomorrow if it actually worked, but that’s pretty well impossible with current technology (not to mention grid infrastructure).

    I’m not wedded to my current car, but I want evidence – hard evidence – that any posited alternative actually works.

    But the real issue is that milk floats are a means to an end. That the end is societal collapse is something that all but the political class seem to see clearly.

  8. Norway is a strange outlier with 88% of new car sales being electric, and 28% of all cars in use being electric. Just shows what can be done if the backbone of your own power supply is cheap, clean hydroelectric while the backbone of your economy is flogging expensive dirty hydrocarbons to everyone else. It’s true that Norway isn’t the ideal temperature environment for running electric cars, but they are getting a two-for-one on indulgence.

  9. 5/6 Norwegians live in cities. For traveling within urban areas, as noted above, electric cars are fine. If you’re going from Tromsø to Oslo, essentially nobody would think of taking a car – it’s too far and the land in between is ‘rugged’ even in summer.

    There are giant tax incentives for EVs (or, more accurately, gigantic taxes on ICEs) in Norway.

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