Drones are now delivering goods and counting inventory in warehouses. Svelte electric vehicles are plying our roadways, powered by green electricity that comes from sophisticated solar microgrids. All this progress is made possible by the lithium ion battery. Intuitively, it may make sense to invest in lithium batteries, but there’s one problem. It’s the same […]
If making money off “the next big thing” was that simple, everyone would be doing it. Take solar as an example. It’s treated retail investors poorly, despite some phenomenal growth numbers. Then there’s lithium. When we first looked at this investment thesis, we dismissed it because the three major lithium producers only saw a fraction of […]
Ever since Elon Musk decided to coat the planet with gigafactories, people have been looking to lithium as a possible “picks and shovels” play on related themes like electric cars or home solar units that use large home batteries. Back in August of 2015, we warned our readers about the dangers of lithium junior mining stocks […]
Investing in emerging technologies can often involve “picks and shovels” plays that are indirect ways to profit from the adoption of a certain technology. Take electric cars as an example. One investing thesis has been that Elon Musk’s gigafactory that builds lithium batteries to power electric cars is going to need a isht load of lithium. The […]
One of our most popular articles lately has been one we published in August 2015 titled “Don’t Invest in Lithium Mining Companies“. The reason this article has become quite popular lately can be attributed to the below graph from Google Trends that shows people’s interest in lithium mining based on their searches: As you can see […]
In a previous article, we took a look at the 3 companies that produce 90% of the world’s lithium. In that article, we noted that there is actually a lithium ETF called the “Global X Lithium ETF” which trades under the ticker LIT. This ETF just hasn’t performed that well over time as seen in the […]
We recently wrote an article titled “Don’t Invest in Lithium Mining Companies” and a number of our lovely readers commented that some lithium junior mining companies are of interest because “Tesla (NASDAQ:TSLA) needs lots of lithium for their gigafactory”. This is a fair conclusion to arrive at, but not too probable given what we know. Are […]
The investing premise is quite simple. Lithium batteries are here to stay with Tesla working alongside Panasonic to build the “Gigafactory” which will be the biggest lithium battery factory in the world. We’ve looked at many promising startups in the lithium battery space that are looking to improve upon existing technology such as Nexeon or […]