By Chris Berry
Of the Energy Metals that I am actively following, lithium stands apart from almost all others as one which I view most positively. The last lithium “boom” from an investor perspective was in 2007 when lithium exploration and development plays rocketed upwards, bolstered by the thinking that an electric vehicle “revolution” was imminent. Obviously, that was premature. EVs of all types (hybrids, plug-ins, etc) are finally starting to gain traction, but any sort of environment where vehicle electrification becomes more than a small percentage of the overall global vehicle fleet is still a ways off.
Paradoxically, I think this is a good thing if you’re an investor in lithium.
My investment case for lithium should be familiar to anyone who has read these notes in recent months, but as a brief refresher, here it is:
- Published: 06 January 2015
- Written by Editor