From the category archives:

Recycling

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 [...]

Read the full article →

A Note To Institutional Investors On The Creation Of A New Security For Investing In Rare Metals New Production By Mining And By Recycling Industrial Process Scrap

by Jack Lifton September 20, 2009

I wrote the following commentary as the first part of an educational forum to be delivered this coming Thursday in Hong Kong, to a group of institutional investors who want to learn what rare metals are and why they are a different asset class from commodity metals in general.
Outlook for the Strategic and Critical Rare [...]

Read the full article →

Has Toyota Discovered Rare Metal Auditing And Conservation?

by Jack Lifton March 27, 2009

It is certain that the prices of the critical technology metals, which are required for the manufacturing of the nickel metal hydride batteries for Toyota’s current Hybrid Synergy Drive, will be going up by 2011, as demand for them is predicted to exceed supply sometime in, or soon after, 2011. Toyota can perhaps reduce [...]

Read the full article →

Why No Further Public Funds Should Be Used To Research Lithium-Ion Batteries For The Sole Use Of Propelling Electrified Private Passenger Carrying Motor Vehicles

by Jack Lifton March 25, 2009

I urge you to read the new article from Mr. John Petersen called “Why Long Range EVs Can Never Be Cost Effective“, a thorough and comprehensive survey of the current state of lithium-ion battery technology development as it relates to the electrification of motor vehicles for private passenger-carrying use. When you are done with that, [...]

Read the full article →

Service, Please

by Jack Lifton January 27, 2009

Those who follow my articles, know that my main theme is the effect of natural resource production limits on the implementation of new technology. In 2007 the global mining industry reached a maximum production level for many critical minor metals, in particular for those I call the technology metals. The human race has effectively exhausted [...]

Read the full article →