Lithium Demand Will Spike: Daniela Desormeaux

Consumer demand for iPads and smart phones is on the rise, and electric vehicle sales could jumpstart in the near future. Pinpointing production spikes is no simple task, but Economist Daniela Desormeaux of market intelligence company signumBox has plotted some important points in lithium’s demand timeline. In this exclusive interview with The Energy . . . → Read More: Lithium Demand Will Spike: Daniela Desormeaux

Lithium Demand Will Rise Significantly: Mansur Khan

Lithium is lightest of all metallic elements, with low density and high electrochemical potential. These are essential characteristics that make the element especially suitable for use in various power-storage applications, including electric vehicles (EVs). In this exclusive interview with The Energy Report, Equity Research Analyst Mansur Khan of Dundee Capital Markets talks about . . . → Read More: Lithium Demand Will Rise Significantly: Mansur Khan

Never Mistake Intelligence for a Bull Market: George Ireland

George Ireland, portfolio manager with Boston-based Geologic Resource Partners, believes in seeing what he invests in and his passport bears witness: 80 countries visited in five years. From Africa to Argentina, from gold to lithium and graphite, he and his team seek out companies with experienced management, promising geology, good infrastructure and strong . . . → Read More: Never Mistake Intelligence for a Bull Market: George Ireland

Lithium Investment to Power Portfolios: Daniela Desormeaux

The lithium market is currently dominated by a handful of major producers, but investors naturally look to smaller junior exploration and production (E&P) companies for the real growth. Economist Daniela Desormeaux of Santiago, Chile-based signumBOX takes a global macroeconomic view of the lithium industry and concludes that supply will meet demand, but if . . . → Read More: Lithium Investment to Power Portfolios: Daniela Desormeaux

Jonathan Lee: Companies Positioned to Grow with Exploding Lithium Demand

Lithium continues to be in high demand as battery application growth outpaces the economy. In this exclusive interview with The Energy Report, Jonathan Lee of Byron Capital calls on his engineering and manufacturing background to explain the factors shaping the evolution of this growing market. He also brings us up to date on . . . → Read More: Jonathan Lee: Companies Positioned to Grow with Exploding Lithium Demand

Chris Berry: Big Multiples Expected for Patient Lithium Investors

Although lithium equities have not elevated moods much recently, House Mountain Partners founder Chris Berry makes his case that over the longer term the element will be in such strong demand for the electric vehicle (EV) revolution that investors will no longer be able to ignore explorers and emerging producers. The crucial growth . . . → Read More: Chris Berry: Big Multiples Expected for Patient Lithium Investors

Siddharth Rajeev: Bullish on Small-Cap Commodities

Siddharth “Sid” Rajeev isn’t a miner. But in his search for value, Sid, head of research for Fundamental Research Corp. in Vancouver, digs deep into the world of small- and micro-cap stocks to find undiscovered gems. In this exclusive interview with The Energy Report, Sid drills down on some relatively unknown resource stocks . . . → Read More: Siddharth Rajeev: Bullish on Small-Cap Commodities

Jonathan Lee: Lithium Powers the Green Revolution

Demand for lithium, a super-light, yet super-charged metal used in batteries, has been slowly rebounding from a dip in 2009. Main players in the space are planning to expand and new market entrants are on the horizon. But which are poised to benefit if there is a glut in . . . → Read More: Jonathan Lee: Lithium Powers the Green Revolution

Chris Berry: Lithium to Elevate Equities and Investor Mood

House Mountain Partners Founder Chris Berry points to the rising quality of life in Asia as competition for strategic resources that could push the cost of energy to the breaking point. There won’t be a single solution, but more efficient electricity storage to power vehicles will be critical. High-capacity batteries are dependent on several . . . → Read More: Chris Berry: Lithium to Elevate Equities and Investor Mood

Philip Williams: Uranium to Cross $100 Threshold in 2011

Philip Williams, Pinetree Capital’s VP of business development, says the spot price for uranium will likely explode above $100/lb. in 2011, much as it did in 2007 when it topped at $137. The good news, Philip says, is that even when uranium comes off its high, it will likely only fall to around $80. . . . → Read More: Philip Williams: Uranium to Cross $100 Threshold in 2011