Lithium Research Reports for Investors
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Breakaway Research provides independent of stockbrokers and commissioned research reports on Junior Australian lithium Mining ASX listed companies. Our company research reports analyse the current financial and technical information of the company, presenting the findings in an informative, straightforward format, accessible to both current and potential investors.
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A Guide To Lithium
(Extracted from the Blog 'A Lithium Primer', by Mark Gordon, Senior Resource Analyst, Breakaway Research 19/10/2015) -
Link to full Blog: http://www.breakawayresearch.com/blog/a-lithium-primer-by-mark-gordon
Lithium is one resource that has been making the news and garnering investor interest lately, largely due to forecast demand growth in the rechargeable Li-ion battery market. This column is aimed at providing a brief overview of the upstream lithium industry and markets.
What is Lithium?
Lithium is an alkali metal; the lightest of all metals and the least dense of any elements that are solids at room temperature. Because of its inherent instability and reactivity it never occurs freely in nature, but only in compounds.
What are its Uses?
Lithium has a large number of uses, with the most relevant now being in rechargeable batteries, which in 2014 made up some 29% of the annual demand of around 200,000t of lithium carbonate equivalent (“LCE”), which is the form that lithium contents and prices are most commonly quoted in.
Lithium carbonate (Li2CO3) contains around 18.8% lithium; therefore one tonne of lithium is equivalent to 5.3 tonnes of lithium carbonate. Another compound that is often quoted is lithium oxide – Li2O – which contains 46.5% lithium, around 2.5 times that of LCE, with lithium hydroxide (LiOH, 29% Li) also being used.
Care has to be used in comparing grades, tonnages and expected revenues between companies when they are quoted on different bases.
Some forecasters have the market growing at +10% CAGR over the next 5-10 years, with this largely driven by demand for rechargeable batteries. This market has reportedly grown by 20% CAGR since 2000 (driven by the growth in consumer electronics and phones), and is forecast to accelerate post 2015, with an expected increasing demand for electric vehicles. Other growing battery uses include home storage, and the potential for grid scale storage to be used in conjunction with solar and wind power generation. In Australia we have seen AGL Energy recently launching a home storage product in Australia in line with Tesla’s “Powerwall” announcements. The major battery producers are Japan, China and South Korea, with Tesla also now joining the fray.
Stormcrow, in their 121 Hong Kong conference presentation, presented the possibility that by 2025 minimum additional LCE demand from batteries alone will be 104,000tpa, a 50% increase on current total LCE production; a 4% CAGR.
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