Zurück
14 May, 20010
Here to stay!
Canaccord Genuity Senior Mining Analyst Eric Zaunscherb highlighted Thursday that one of the most important factors in determining the penetration rates for e-cars going forward is cost, and in particular the cost of the lithium-ion battery pack is paramount. The cost of a lithium-ion battery pack was estimated at more than US$1,000/kWh last year and it was believed that a cost of US$500/kWh would have to be achieved by 2015 in order to nurture the ongoing acceptance of the technology.
In an exciting development for the lithium longs, a Sunday Times of London article “outed” Nissan and the cost of its Leaf EV’s battery pack, estimated at US$375/kWh. The goal is parity with, or even bettering the cost of a comparable internal combustion engine-powered vehicle. Zaunscherb notes that Nissan’s accomplishment speaks to charging technological advancement and the benefits of mass production, but it may also highlight concerns of a developing overcapacity in battery manufacturing. Regardless, an abundance of battery suppliers will have to tie up an abundance of lithium suppliers (this is where the high-quality lithium juniors come in). Separately, Zaunscherb also highlighted that global mining giant Rio Tinto (RTP) believes the lithium market will need additional supply five or six years down the road. Even more evidence that lithium has “made it” – Global X Funds has recently filed for equity Exchange Traded Funds (ETFs) focused on aluminum, lithium and uranium.
Zaunscherb’s favoured junior lithium names are Canada Lithium, Lithium One and Western Lithium.
www.stockhouse.com/Bullboards/...4865&l=0&pd=0&r=0
Here to stay!
Canaccord Genuity Senior Mining Analyst Eric Zaunscherb highlighted Thursday that one of the most important factors in determining the penetration rates for e-cars going forward is cost, and in particular the cost of the lithium-ion battery pack is paramount. The cost of a lithium-ion battery pack was estimated at more than US$1,000/kWh last year and it was believed that a cost of US$500/kWh would have to be achieved by 2015 in order to nurture the ongoing acceptance of the technology.
In an exciting development for the lithium longs, a Sunday Times of London article “outed” Nissan and the cost of its Leaf EV’s battery pack, estimated at US$375/kWh. The goal is parity with, or even bettering the cost of a comparable internal combustion engine-powered vehicle. Zaunscherb notes that Nissan’s accomplishment speaks to charging technological advancement and the benefits of mass production, but it may also highlight concerns of a developing overcapacity in battery manufacturing. Regardless, an abundance of battery suppliers will have to tie up an abundance of lithium suppliers (this is where the high-quality lithium juniors come in). Separately, Zaunscherb also highlighted that global mining giant Rio Tinto (RTP) believes the lithium market will need additional supply five or six years down the road. Even more evidence that lithium has “made it” – Global X Funds has recently filed for equity Exchange Traded Funds (ETFs) focused on aluminum, lithium and uranium.
Zaunscherb’s favoured junior lithium names are Canada Lithium, Lithium One and Western Lithium.
www.stockhouse.com/Bullboards/...4865&l=0&pd=0&r=0
