Mt Holland lithium potential, page-14

Lithium- The perfect storm with an unprecedented demand profile



Nickel, Cobalt, and Lithium to Benefit From Generational Demand Shift in Commodities

Listen carefully from around 10min mark and at 12min mark you will hear what you may not comprehend or believe in your ears: "Lithium carbonate has come from traditionally $5000/ton to now the latest cargo delivered to China at $28000/ton and probably on its way to $100000/ton..."


Lithium Demand to Dramatically Explode: EV's Becoming Affordable!



Airbus partners with Rolls-Royce and Siemens to build an electric airplane
https://electrek.co/2017/11/28/airbus-partners-rolls-royce-siemens-build-electric-plane/


All KDR share holders who have gone through the legal battle between KDR and MZN have done well and I congratulate you all. I think the next 12 months-24months IS THE TIME to reap the big rewards.

With every single car manufacturer in the world is working to switch to EV production with hundreds of brands in the pipeline, being sketched, being planned, being tested, being built...It boggles my mind, when all of them start hitting production floors, how the world is going to satisfy their demand for lithium battery. And now we hear of Daimler and Tesla and BYD start selling electric trucks. Imagine all trucks in the world running on battery and you must be numb to think of how much demand for lithium this section of transportation alone will require. China is testing trains running on battery. Airbus and Boeing are working on passenger airplanes flying on battery. Tesla has delivered the biggest power storage battery in the world to SA government and is installing another battery project to Costa Rica in less than 100 days where just a few years ago a similar project of similar scale would take years to deliver and imagine hundreds of similar project in almost every country on this planet will follow on in years ahead. How much lithium will be required? Almost every week or month you would hear of new solar or wind farm projects prop up somewhere in the world that need a back-up storage battery. These project is massive in nature. So, all in all, the way I see it is: lithium demand will shoot through the roofs in the next few years when all of thousands and thousands of lithium-battery related projects around the world actually hit production and start rolling out and they will change our lives and our children's lives forever.

17 battery gigafactories are being built around the world. Among them, Tesla gigafactory in Nevada is almost complete. CATL factory in China is the biggest in the world. When the other 16 gigafactories are finished, how much lithium ore will they suck in each year? You do the maths. By the way, when those 16 gigafactories are complete, imagine 20-30 more gigafactories would have been planned or being built and a few of them must be in India where the government want to ban all combustion cars by 2030 and where the government is planning on massive new energy projects. Tesla has stated that they would need 16 to 20 gigafactories, one of them will be needed for their new EV factory in Shanghai soon to be announced. Or South Korean SK group newest investment in battery gigafactory as an example.

http://www.climateactionprogramme.o...-battery-gigafactory-highlights-impetus-of-el

https://seekingalpha.com/article/4128575-byd-ramping-energy-storage-business-worldwide


Enjoy your reading for a lazy weekend everyone