Protean Energy's strategy is to build a vertically integrated vanadium business, with the upstream including the 490 Mlb V2O5/18.4 Mlb U3O8 Daejon Vanadium-Uranium Deposit in South Korea, and with downstream activities concentrating on the commercialisation of the proprietary V-KOR vanadium redox flow battery stack technology and the development of a... Show More
Royal Dutch Shell’s valuations make its stock look very tempting despite concerns over electric cars taking over. Show More
While there are no Electric Vehicle (EV) manufacturers listed on the Australian Stock Exchange, Australia has a number of companies that participate in the most exciting part of the supply chain where I believe the bulk of value will likely accrue through the cycle. Show More
Our EV thematic has been discussed in previous articles, most recently in February 2017. Given the major developments in this space during September, we felt it timely to provide another update. Show More
Technological, environmental, and political changes could result in the commodities sector changing significantly in the coming decades. Following our recent discussion of the major commodities and mega-cap miners, we asked our contributors to look into the future and tell us about the commodities that will matter most. Show More
With first production now just seven months away, there remains a huge disconnect between the emerging lithium producer’s market cap and its impending cashflow – but how long can it last? Plus, Rumble Resources joins the red-hot zinc sector Show More
Lithium demand forecasts by several parties have been dramatically increased recently, driven largely by the expected growth in the use of electric cars driving demand for lithium-ion batteries. 2025 demand forecasts range between 500,000t and 1,000,000 LCE, multiples of the current demand of ~220,000t. Ideally placed to take advantage of... Show More
We have had a long-term position in lithium miners Orocobre (ORE) and Pilbara (PLS). We have varied our investment in these companies over the last few years, as their rate of development and journey toward profitability has followed a wave-like pattern. However, we have always had one eye on the... Show More
In this sector report we attempt to quantify the impact on demand for graphite from the rapidly growing Lithium-ion battery ("Li-B") sector. A major increase in installed Li-B capacity to 2025 is anticipated to drive a major increase in demand for graphite. Based on our modelled growth in the Li-B... Show More
A recent technical breakthrough in battery research has raised the possibility of a next-generation battery with at least twice the power storage capacity of existing lithium-ion cells. It is still some way from commercialization, but the early signs are promising. As reported in the Economist, the new battery is the... Show More