goedemorgen iedereen, ik ben ook een beetje aan het zoeken geweest en heb volgende bijlage gevonden. Ik heb er de reclame en irrelevante stukken uitgehaald om het zo compact mogelijk te houden. Lithium zou idd wel eens een belangrijke hoeksteen van AMG kunnen worden... Succes iedereen
Metal prices have collapsed. Oil is plummeting. Natural gas and coal are struggling, and iron ore is on death’s door. But right now, there is one commodity that everyone agrees will rise in price this year.The Big Banks are piling into the idea. Analyst reports are appearing left and right touting the opportunity.And it’s a real opportunity: demand is rising steadily and suppliers are racing to keep up, creating a very tight market that should keep prices strong.The commodity is lithium, and its future is in energy.There is likely a lithium-ion battery sitting beside you right now – perhaps several—because lithium-ion is the battery of choice for cell phones, laptops, tablets, cameras, and power tools. Lithium demand from these consumer electronics represents just under 30% of the current market, or about 53,000 tonnes of lithium carbonate annually.Consumer electronics will need 4 to 5% more lithium each year for the rest of the decade. That means the world’s phones, tablets, and power drills will eat up 67,000 tonnes of LCE a year by 2020.So even if demand for lithium stayed limited to industrial applications and consumer electronics, it would still ramp up 20% in just four years.But it will not stay so limited. There’s a bigger side to the story.
Electric cars. .There are not a lot of electric vehicles on the road today, but that will change. Goldman Sachs expects electric vehicles will make up 22% of the auto market by 2025, up from just 3% now.For every 1% increase in electric vehicle market share, Goldman Sachs expects lithium demand to rise by 70,000 tonnes per year.The lithium market today is only 160,000 tonnes. That means demand from electric vehicles alone could triple the size of the entire lithium market by 2025, taking it from 160,000 tonnes today to 470,000 tonnes.Investors are looking at a dramatic lithium market expansion recent stories tell of spot transactions at $10,000 per tonne. And analysts resoundingly agree that prices will remain strong until the end of the decade – even if the precise price remains veiled.“Lithium is the new gasoline.” Goldman Sachs, December 2015.Lithium will power the world’s ballooning fleet of electric vehicles. It energizes your smartphone, your power drill, and your camera. It is needed to manufacture ceramics and glass.Demand is rising rapidly. The four companies that have controlled supply for years cannot respond. New players need to bring new mines on line. It’s the kind of very real supply-demand equation that bankers and brokers love – and haven’t seen in years. They are piling in. Junior companies are jumping aboard as well, snagging potentially prospective lithium properties.It has all the makings of a multi-year bull run, driven by the world’s ‘new gasoline’. And this is just the first inning of this run.