From the category archives:

Lithium

The Common Elements Of Innovation

by Admin February 12, 2010

by Jeremy Hsu – TECHNEWSDAILY – Published: Feb 12, 2010
Rare earth elements with exotic names such as europium and tantalum are crucial for future technologies such as hybrid cars, but their scarcity could thwart innovation.
But more common metals used in the tech industry could fare better, even if their prices rise due to worldwide demand. [...]

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Toyota: Toward the 21st Century Electric Car

by Jack Lifton January 20, 2010

The Wall Street Journal yesterday, January 19, 2010, reported that:
“A key supplier of Toyota Motor Corp. (TM) moved to secure a long-term source of lithium in Argentina, in one of the first global natural-resource plays of the electric-car age.”
Today, January 20, 2010, it has been disclosed that the same Toyota “supplier” has also extended its [...]

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Rare Metals In The Age Of Technology

by Jack Lifton January 10, 2010

I’ve just completed the finishing touches to a new report that I’ve written for subscribers to The Jack Lifton Report.
In December 2009, I was invited to New York’s Essex House by CLSA, one of Asia’s leading independent brokerage and investment groups, to present a short seminar on “Rare Metals in the Age of Technology” to [...]

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Safeguarding Our Future Supply of Rare Earths

by Admin December 11, 2009

by Karen Roche, Publisher – THE GOLD REPORT – Published: Dec 11, 2009
“Price may not be as important as security of supply,” says Jack Lifton, an independent consultant with more than 45 years of experience in sourcing nonferrous strategic metals. In the U.S., our dependence on rare metals is undermined by the simple fact that [...]

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The Electrification Coalition: The Dangers Of Logical Analysis

by Jack Lifton November 21, 2009

Yesterday at the Seeking Alpha Web site, John Petersen published an excellent article on the new Electrification Coalition, titled “Rapid Transition to Grid Enabled Vehicles Not Possible or Desirable.” I suggest you read this article right now, if you haven’t done so already.
To paraphrase John Milton, “logical analysis is a dangerous thing, drink deep or [...]

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Look north for critical metals, U.S. conference hears

by Admin November 6, 2009

by ALISHA HIYATE – THE NORTHERN MINER – Published: Nov 6, 2009
WASHINGTON, D.C. – Jack Lifton has an urgent warning for the United States when it comes to the supply of rare earth elements (REEs) — metals that are essential to everything from cell phones and LCD screens to military applications and hybrid cars.
Addressing attendees [...]

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Attention Hummer And Tesla Electrification Converters: There Isn’t Enough Lithium Produced For Both You And The Rest Of Us

by Jack Lifton April 27, 2009

A recent article in Wired entitled “Hybrid Hummer Promises 100 Miles Per Gallon” made me think.
The celebration of the proposal of using public money for the creation of sophomoric toys for elites, ignores the fact that the supply and demand of lithium is a zero sum game. When the demand for high end toys for [...]

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Lithium Sophistry And Illusion

by Jack Lifton April 18, 2009

Investors: beware of “nothing but sophistry and illusion” with regard to lithium in Bolivia and in the electrification of cars.
My article below is analysis, and is intended as a cautionary tale for those who would rush into lithium investments for the long term! As I have written before, and will do so again, investing in [...]

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The Potential For An Electrified Future For Ford Depends On Lanthanum and Lithium, Whose Supply Is Not Assured

by Jack Lifton March 9, 2009

The CEO of the Ford Motor Company doesn’t seem to worry about supply or value chain dynamics for the critical raw materials for the batteries or the electric motors that his company, Ford, would need its suppliers to have access to, in order for Ford’s future to be electrified.
The total global new production of lithium, [...]

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Bolivia Pins Hopes On Lithium, Electric Vehicles

by Admin March 2, 2009

by FRANK BAJAK & CARLOS VALDEZ – ASSOCIATED PRESS – Published: Mar 2, 2009
LA PAZ, Bolivia — To Bolivia’s president, it’s the great silvery-white hope.
Lithium, the lightest metal. Half the density of water. Used in cellphone, laptop and iPod batteries, and in the years to come, many thousands of electric and hybrid vehicles propelling humanity [...]

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