lithium

“The vast majority is mined in Australia and South America and processed in China.”

“600,000 tons of lithium could be extracted from the valley every year, enough to completely transform the global supply chain.”

“I think, you know, the Biden administration recognizes rightfully so that the country is at a particular geopolitical disadvantage if it can't produce lithium or other metals necessary for the energy transition from domestic sources.”

“In twenty-twenty-one, prices surged over 400%.”

“Lithium prices have risen fivefold since April of last year.”

“You know, look, I think lithium, we're clearly on track, whether it's the Salton Sea, or whether it's Nevada, or whether it's, you know, some of the other mines that we've already identified in the processing facilities that the Loan Programs Office will fund.…”

“So China refines 65% of the lithium worldwide, and it may come from other places. A lot of it comes from Australia, but it's refined in China, and that means that if there are trade tensions, they have control over something that is important to the U.S.”

“The Resell Center is a battery recycling consortium led by the U.S. Department of Energy. They did some research that says you can get a ton of battery grade lithium out of 750 tons of lithium brine, 250 tons of lithium ore, or 28 tons of recycled lithium ion …”

“When we're looking at companies that are making a commodity product, I want to look back 10 or 15 years at the commodity price. I don't want to invest against a two-year spike in something. You know, that's what a lot of people did in the polysilicon boom in 2…”

“That really is high temperature, fossil fuels based and it doesn't recover all the materials. For example, in lithium recycling you burn the lithium or you lose what lithium you don't burn into what's called slag, which is a solid waste stream that you can't r…”