Tony Seba has made another brilliant presentation on the power of disruption in energy and transportation space. His logic and set of numbers are very convincing. Elon Musk with Tesla is already leading the way and he has quite a few followers with their own lithium battery Megafactories and EVs in the making.
The Guardian reports on the coming announcement by Tesla about its lithium battery for home energy storage. Raw materials for lithium battery are already rising in price and it is even before Tesla's Gigafactory and Chinese Megafactories are coming online!
Joe Lowry has published another very interesting article on the current supply and demand in the different sectors of the lithium market and the coming shortage for the lithium battery grade materials. If you are interested in our sector - he will be the one to follow on twitter at https://twitter.com/globallithium.
Joe has recently brought to our attention the rising powerhouses from China in lithium materials sector and, as you know, I am personally involved with International Lithium and Ganfeng Lithium from China as well.