Streetwise Cobalt / Lithium / Manganese Articles
Lithium Batteries Power Korea Ahead
Source: Korea Joongang Daily (4/19/11)
"Market entry barriers are high because of large investments needed for research and production facilities."
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Unmanned Military Aircraft Get a Boost
Source: UPI (4/18/11)
"Unmanned aircraft may be the next step in developing lithium's full potential."
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Tapping Latin America's Lithium
Source: Latin Business Chronicle, Marta Colomar-Garcia and Xingjian Zhao (4/13/11)
"Abundant lithium reserves make Latin America a highly attractive destination for international investment."
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Lithium Batteries that Recharge in Seconds
Source: Technology Review, Katherine Bourzac (4/11/11)
"A new way of making battery electrodes has been used to create an extra fast-charging lithium-ion battery."
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S. Korea, Japan Compete for Lithium Battery Market
Source: Lithium Investing News, Dave Brown (4/6/11)
"South Korea likely to replace Japan as the leader in production of mid-sized to small lithium-ion batteries."
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Scientists Develop Fast-Recharge 3-D Li-Ion Battery
Source: Azomaterials, Cameron Chai (4/5/11)
"The 3-D Li-Ion battery prototype recharges in just 12 minutes."
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Chris Berry: Lithium to Elevate Equities and Investor Mood
Source: George Mack of The Energy Report (4/5/11)
House Mountain Partners Founder Chris Berry says Asia's need for strategic resources could push the cost of energy to the breaking point, and more efficient electricity storage to power vehicles is critical. High-capacity batteries depend on several metals, including lithium. In this exclusive interview with The Energy Report, Chris shares some of his favorite lithium companies and why he sees dramatic upside potential in each one.
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House FAA Vote to Keep U.S. Competitive in Lithium Batteries
Source: Shop Floor, Carter Wood (4/4/11)
"By harmonizing U.S. regulations with the international standards, the House protected both aviation safety and the continued competitiveness of major U.S. industries."
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Lithium Industry Impacts from Japan
Source: Lithium Investing News, Dave Brown (3/23/11)
"High proportion of the lithium's production ecosystem is located in Japan."
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Convert Your Gas-Guzzler to a Hybrid
Source: alt transport, Ami Cholia (3/21/11)
"A hybrid conversion kit can make your car 30% more fuel efficient."
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Li-Ion Battery Market Among Hardest Hit
Source: Bloomberg (3/17/11)
"Japan makes ~40% of the world's electronics and audiovisual components."
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Lithium Sector Set to Rip Higher
Source: Inside Futures, Paul Thornton (2/14/11)
"The Global X Lithium ETF, LIT, has just resumed its uptrend."
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Peter Grandich: Gold, the Mother of All Bull Markets
Source: George Mack of The Gold Report (2/11/11)
Market commentator and investor Peter Grandich of Grandich.com and Grandich Publications tells The Gold Report that certain plays on surging demand and looming commodity shortages are no-brainers for investors, and he shares a few ideas on how to profit from these conditions. He's bullish on China and on base—and especially—precious metals, energy, food and water. Gold and silver are still his big plays.
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Philip Williams: Uranium to Cross $100 Threshold in 2011
Source: Brian Sylvester of The Energy Report (2/10/11)
Philip Williams, Pinetree Capital's VP of business development, says the spot price for uranium will likely explode above $100/lb. in 2011. The good news, Philip says, is that even when uranium comes off its high, it will likely only fall to around $80. If Philip's right, we're on the cusp of another round of uranium market madness. Read this Energy Report exclusive for some of Pinetree's favorite uranium and lithium plays.
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Nevada Could Be Lithium Hot Spot
Source: Reno Gazette Journal, Steve Timko (2/8/11)
"Western Lithium to produce from 10,000 to 15,000 tons annually."
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Talison Lithium: The World's Only Pure Lithium Producer
Source: Richard (Rick) Mills, AheadOfTheHerd (2/7/11)
"Revolutionary change has come to our electrical-storage needs; leading the change is lithium."
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Batteries that Breathe
Source: IEEE Spectrum, Neil Savage (2/1/11)
"Using oxygen as a cathode could give lithium batteries 10x the energy."
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Owners Converting Cars to EVs
Source: Kyodo News (1/27/11)
"Environmentally conscious drivers in Japan forgo automakers' EVs launch. . ."
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James West: The Revolution in Energy Investments
Source: Alan Trujillo for The Energy Report (1/20/11)
James West's Midas Letter, a fixture in the world of resource stock investing, is a well-known source of precious metals investing ideas. In an exclusive interview for The Energy Report, Writer Alan Trujillo talks with James about how he is expanding his focus to include energy. He covers a wide range of topics, from the shift in the traditional energy investment paradigm to where investors can get a foothold in companies with mega-discovery potential.
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Massive Lithium Oversupply by 2020
Source: Mineweb, Dorothy Kosich (1/19/11)
"The 2020 lithium supply/demand forecast is 'shocking.'"
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Weekly Clean Energy Roundup
Source: Sustainable Business (1/12/11)
"From car shows to wind farms, clean energy makes strides."
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Li Industry Espionage Allegations Raise the Stakes
Source: Lithium Investing News (1/12/11)
"Three auto execs face allegations of leaking EV information to China."
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Jon Hykawy: High on Lithium
Source: Brian Sylvester of The Energy Report (1/6/11)
With oil prices edging closer to $100 per barrel, the chatter about electric cars is again on the rise. Jon Hykawy, head of global research with Toronto-based Byron Capital Markets, thinks the time is nigh for the mass adoption of electric cars, all of which will need specialty metals like lithium. But where is that lithium going to come from? In this exclusive interview with The Energy Report, Jon handicaps most of the players in the lithium space and highlights a few that could be takeover targets.
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Battery Breakthrough
Source: TechNews Daily, Michelle Bryner (1/5/11)
"New battery charges 40–60 times faster than a typical Li-ion battery."
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Graphite: A Diamond in the Rough for Investors?
Source: Jack Lifton (1/4/11)
"Graphite is essential for the production of lithium-ion batteries."
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