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Posted On: 11/02/2017 12:04:58 AM
Post# of 127583
Where The Money Is In The Electric Vehicle Supply Chain: Part II
Part one is linked, in the full story in the link
https://seekingalpha.com/article/4111151-mone...t-76532174
Summary
The mining industry, lithium mining included, is notorious for its boom and bust business cycles, which are usually asynchronous to the macro economy, and also offer the benefit of diversification.
The critical raw materials needed in EV include lithium, cobalt, nickel, manganese, and graphite.
Due to the secular trends of automobile electrification and decentralized power storage, lithium demand will grow rapidly in the foreseeable future. Investing in lithium miners should be considered.
The lithium mining field is dominated by an oligopoly of the big four, which owns some of the largest lithium producing operations that churn out lithium at the lowest costs.
A group of second-tier players is emerging with lithium projects that are either on-stream or soon to produce. For lack of stability, they offer growth momentum.
Part one is linked, in the full story in the link
https://seekingalpha.com/article/4111151-mone...t-76532174
Summary
The mining industry, lithium mining included, is notorious for its boom and bust business cycles, which are usually asynchronous to the macro economy, and also offer the benefit of diversification.
The critical raw materials needed in EV include lithium, cobalt, nickel, manganese, and graphite.
Due to the secular trends of automobile electrification and decentralized power storage, lithium demand will grow rapidly in the foreseeable future. Investing in lithium miners should be considered.
The lithium mining field is dominated by an oligopoly of the big four, which owns some of the largest lithium producing operations that churn out lithium at the lowest costs.
A group of second-tier players is emerging with lithium projects that are either on-stream or soon to produce. For lack of stability, they offer growth momentum.
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