lithium ion battery pack Could a lithium shortage derail electric car boom?

We have powered on and there is no way back at this point.
Lithium is our new fuel, but like fossil fuels, the reserves we currently use are limited.
Investors can take these to the bank.
You may think lithium is too popular.
You may doubt that electric cars are too popular and the real future is not enough.
In short, you may be one of the lithium skeptics.
However, despite this suspicion, the demand for lithium is still growing steadily, and it is very real that there may be signs of shortages.
This will not be a shortage in terms of the "peak stone;
Instead, it will be a catch-up game.
With the booming of electric vehicles, miners are busy exploring and utilizing new reserves.
Consider the number of gigabit batteries being built around the world.
We 've all heard of tesla's snevadacapability, which will produce enough batteries at full capacity by 2020 to power 500,000 electric vehicles a year.
As automakers are proud to point out, this is more than 2013 of the world's total lithium-ion battery production.
This is a very impressive three-year growth rate in demand.
But this growth also represents the culmination of a huge change in our way of thinking.
Lithium is almost powering everything we rely on now, and our future is under construction.
It is a viable alternative to gasoline, and there is no sign of contraction in the consumer electronics market alone --only expansion.
Finally think about the internet of things, or smart homes, or smart cities.
All these fascinating ideas are powered by lithium in some way.
But the real and present coup was launched by electric vehicles.
The forecasts of market research companies seem to be consistent: Electric cars are on the rise, electric cars are on the heat, and as people around the world are eagerly encouraged to reduce their carbon footprint, demand for electric vehicles will grow.
According to toLux Research, the electric vehicle market will grow to $10 billion in the next four years.
According to Navigant research, sales of electric vehicles will grow from two.
Between 6 million last year and more than 6 million in 2024.
So whether we like electric cars or notand in force.
Indeed, Malcolm Bell, an executive at Nevada Energy Metals, said, "it may be time to start worrying about lithium shortages, but that's not a question of whether we have enough lithium --
This is a question of tapping new reserves.
Those who do not see the supply Wall looming will bang.
Those who are starting to develop new reserves will be very good --
Positioning for the future.
"From where everyone is now, there seems to be a fair amount of lithium in the world.
According to global estimates from the United StatesS.
Geological Survey, there is enough lithium-13 in the world.
The battery of 5 million metric tons lasted us for more than 350 years.
However, what is missing from this forecast is . . . . . . The future, even now.
This calculation only considers the current rate used by lithium-ion batteries.
It does not take into account the mainstream market for electric vehicles.
It doesn't explain the reason for Tesla, not to mention the growing competitors of Tesla.
Of course, this does not explain the upcoming energy revolution that sees lithium as its leader.
It is now clear that demand has grown rapidly, exceeding the production speed. At present, the electric vehicle industry has more and more demand for this new one.
Tesla is definitely not the only battery manufacturer.
There are a number of others under construction around the world (at least 12, according to the Benchmark Mineral Intelligence) that will increase the global demand for lithium batteries to 2020 GWhby.
It is currently 35 GWh.
It was an amazing increase in a very short period of time. In the U. S.
There's already a gigabit factory.
Tesla in Nevadaoperating.
The second Gigabit plant is in the works, which is provided by Chem. Brine-
China's lithium production base is concentrated in only one place, at least for now, in Nevada.
Because this is the only place where lithium deposits occur.
The biggest active minefield is the Clayton Valley, the mining giants such as Albemarle and the smaller pure-
Lithium miners like Nevada Energy Metals.
This makes the Clayton Valley of the United States a zero land. S.
Lithium Chong, everyone wants to go there, but it's pure game miners from an investor's point of view.
Clayton Valery has little control over the peak supply of lithium, and now it's time to secure future supply for soaring demand forecasts.
Those with enough foresight are spreading their stake in Nevada and relying on geological clues that suggest more lithium in Tesla's backyard, who will get it first
"When everyone starts to focus on the geology of Nevada, we see a land boom, which in contrast makes the current land pale, "Bell, head of Nevada Energy Metals's acquisition, saw Nevada's broader lithium potential as a pure game promoter in this competition.
"The geothermal footprint in Nevada is huge, far beyond the Clayton Valley.
If you put a mirror in the Clayton Valley, there are endless opportunities.
The real competition here is to create the next America. S.
"Lithium Power," Bell said.
How to play lithiumLook everywhere and then look again.
Investing in Clayton Valley is a great start
But it may also be a flash in the pan.
The best way to gain a foothold in the lithium industry now is to think outside the box and look for companies that see bigger prospects but are smart enough to maintain a 1 feet share in the proven lithium industry.
But you must also understand the supply and demand situation here.
Macquarie research estimates that demand for lithium has exceeded supply in 2015, and lithium production will again be below demand this year.
In 2017, with so many new capacity, the fundamentals of the metal will be close to balance, which will last for about a year before the deficit rises again --
But this time the deficit will continue.
Despite new efforts to increase supply, it will take some time before supply corresponds to demand.
The future is very clear: we are in a short period of time, and the shortage is where savvy investors really make money.
The craze for lithium has just begun.
Consumer electronic products remain safe and stable as always;
The boom in electric vehicles has greatly distorted demand, and the future development of energy storage and power walls has left it at the edge.
Where the reserves are, geologists estimate that there is still a large amount of unproven reserves --
It's just the question of who found them first and who started extracting first.
Lithium has the purest foundation of any "commodity" and the next oil tycoon looks like it's actually a lithium tycoon.
In fact, electric vehicles are likely to be the cause of the next oil crisis in this regard.
Demand and supply are simple and amazing, meaning there is a lot of new money flowing through lithium exploration.
If you don't believe it, it will surprise you in the near future. OilPrice.
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