lithium mine
3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Feb 2, 2022 by Stephen Lacey · across every show →
Everything said about lithium mine, oldest first
Feb 2, 2022
Jun 15, 2022 neutral
Expanding global lithium mining takes years due to environmental permitting
“You know, you can't just spin up a new lithium mine in a brief period of time to respond to these high prices. You got to get the land and environmental permits, and there's all sorts of things. So it could actually take years to kind of expand the global mini…”
Jul 1, 2026 positive
Jaramillo: Iron-air raw materials cost under $1/kWh versus $30/kWh for lithium
“You're starting with a raw cost of materials that's less than a dollar per kilowatt hour, right? This is as compared to, let's say, unprocessed minerals for lithium mine that sitting on a table is, you know, 30 bucks a kilowatt hour, something like that.”