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12 ноября, 05:15

Afghanistan Has Only One Hope: Lithium

Patricia Schouker Economics, Asia While Goldman Sachs predicts a tripling of the lithium market by 2025, a race to secure supplies is taking place in Afghanistan. The lithium-ion battery story begins with chemistry and ends with innovation. While the media is focusing on OPEC and the oil price at the pump, lithium is reaching its highs, reflecting interest in the mineral, as oil prices remain volatile. Since the 2010 revelation that Afghanistan's deposits are full of the precious metal, the country arouses all desires as China, India and Japan complicate the situation in the region. Every energy market speculators knows how much “cross hedging” matters or simply, making predictions on price movements, hence not eliminating risks but shifting risks. Oil has been crucial lately to explain the course of world economic and financial variables. There was a time before the 2008 financial crisis where the inverse relation between price of West Texas Intermediate (WTI) and the exchange rate euro-dollar could tell us much of what will happen: when the price of oil went up, the dollar fell. New correlations are taking place where the oil price might be determined by certain agricultural commodities also determined by the demand for biofuels. All correlations are not specific to the energy market, as metals too are part of the dynamic. With the lithium market emerged a new correlation in which the oil price volatility fed the ore: the decline in energy prices indicated a significant market and potential for electric and hybrid cards for which batteries – lithium ion – are preferred by manufacturers. Behind the lithium trade is hiding in fact a more complex reality. Current production is 12,200 tons of carbonates dominated by three producers: Chile’s SQM (40,000 tons), U.S. Chemetall Foote, a subsidiary of Rockwood (34,000 tons) and FMG (17,500 tons.) Given the strong localization of global production, the price pressure could be accentuated by an inclination to cartelize production between Argentina, Bolivia and Chile that control alone, nearly 85% of production. While Goldman Sachs predicts a tripling of the lithium market by 2025, a race to secure supplies is taking place: Chile, which holds nearly a third of global reserves of lithium, has launched a vast program allowing foreign operators, including vehicle manufacturers, to engage in exploration and production of this metal. Proof of the geopolitical importance of this mineral, Bolivia seeks, on the other hand, to take only the production of lithium carbonate and lithium metal. Structural dilemmas in the country Read full article

19 октября, 18:59

Литиевый бум может продолжиться в ближайшие годы

Литий подорожал с начала 2016 года вдвое или даже втрое, и такое ралли не осталось незамеченным: некоторые эксперты и участники рынка рассчитывают на дальнейший подъем и активно вкладываются в этот сектор, но число скептиков множится, и некоторые из них предвещают конец бума уже в следующем году.

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06 октября, 16:30

Teck Resources, Sociedad Quimica y Minera, Salesforce.com, Twitter and Walt Disney highlighted as Zacks Bull and Bear of the Day

Teck Resources, Sociedad Quimica y Minera, Salesforce.com, Twitter and Walt Disney highlighted as Zacks Bull and Bear of the Day

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06 октября, 13:50

Bear of the Day: Sociedad Quimica y Minera (SQM)

Bear of the Day: Sociedad Quimica y Minera (SQM)

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29 сентября, 16:04

New Strong Sell Stocks for September 29th

Here are 5 stocks added to the Zacks Rank #5 (Strong Sell) List for Thursday

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02 сентября, 21:00

SQM приобретет 17%-ную долю в Elemental Minerals

Чилийский экспортер удобрений SQM заключил соглашение на предмет приобретения 17%-ной доли в австралийской компанииElemental Minerals. Стоит отметить, что финансовые и прочие условия сделки пока не разглашаются.

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02 сентября, 10:00

SQM приобретет 17%-ную долю в Elemental Minerals

Чилийский экспортер удобрений SQM заключил соглашение на предмет приобретения 17%-ной доли в австралийской компанииElemental Minerals. Стоит отметить, что финансовые и прочие условия сделки пока не разглашаются.

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17 августа, 22:38

Everything Investors Should Know About the Lithium ETF (LIT)

You may be wondering how to reap the rewards from the booming lithium industry, and a fund like Global X Lithium ETF (LIT) may be the perfect tool to do so.

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11 августа, 15:30

Should You Get Rid of CF Industries (CF) Now?

CF Industries has witnessed a significant price decline in the past four weeks and negative estimate revisions, making it time for investors to sell it off.

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08 августа, 16:26

Agrium (AGU) Q2 Earnings Beat, Sales Trail, EPS View Trimmed

Agrium Inc. (AGU) posted net earnings (attributable to its equity holders) of $564 million or $4.08 per share in the second quarter of 2016.

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02 августа, 16:13

Mosaic (MOS) Misses Q2 Earnings and Revenue Estimates

Mosaic (MOS) reported a loss of $10 million or 3 cents per share in the second quarter of 2016.

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01 августа, 15:54

CVR Partners (UAN) Q2 Earnings Trail Estimates, Sales Beat

CVR Partners' (UAN) adjusted earnings came in at a penny per share, missing the Zacks Consensus Estimate of 21 cents.

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