V-Con: Battery metals – the EV and grid storage boom in 2021
Stockhead TV
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V-Con is Stockhead’s investing focused video conference series, bringing you expert insights, panel discussions and presentations from leading analysts, listed small caps and industry players.
This latest video conference focuses on the Battery Metals sector.
There is no denying that battery metals are hot. And it’s all thanks to the growing demand for battery electric vehicles, grid-scale storage and the myriad applications in the tech sector.
Lithium prices have been climbing with Orocobre noting that prices had increased nearly 90 per cent over the last six months.
Fitch Solutions has also forecast that Chinese lithium carbonate will average US$13,450 per tonne in 2021 and YS$15,025/t in 2022, well up from US$6,375/t in 2020.
And its not just lithium, graphite flake prices have climbed 2 per cent in April alone.
Speaking with industry experts, we hear about what’s in store for battery metals as electrification builds momentum.
Session 1 – Expert Interview
Sky News and CNBC business journalist Oriel Morrison interviews Professor Ray Wills of Future Smart Strategies.
Professor Ray Wills is an authoritative commentator and respected adviser on sustainability across all sectors, including the built environment, cleantech, energy infrastructure, industrials, manufacturing, resources, transport, and water.
Session 2 – Company Presentations
Poseidon Nickel LTD (ASX:POS)
Peter Harold, Managing Director & CEO
Poseidon Nickel is a nickel sulphide exploration and development company with three projects within a 300km radius from Kalgoorlie, WA and a resource base of ~400,000t of nickel and 180,000oz of gold.
Lake Resources NL (ASX:LKE)
Steve Promnitz, Managing Director
Lake Resources NL is a clean lithium developer with a pathway to produce a consistent high margin, high quality lithium product in a more sustainable manner.
Azure Minerals Ltd (ASX:AZS)
Anthony Rovira, Managing Director
Azure Minerals Limited is an Australian-based exploration and mine development company focused on progressing its portfolio of projects located in Western Australia and Mexico.
Venture Minerals Ltd (ASX:VMS)
Andrew Radonjic, Managing Director
Venture is an exploration company leveraged to multiple commodities including near production iron ore and a well advanced EV Metal (tin) and critical minerals (tin & tungsten) opportunities.
Prospect Resources Ltd (ASX:PSC)
Sam Hosack, Managing Director
Prospect is a battery minerals company with a focus on lithium in and around Zimbabwe, with the flagship project being the 70% owned Arcadia Lithium project, located on the outskirts of Harare in Zimbabwe.
Mineral Commodities Ltd (ASX:MRC)
Peter Fox, Corporate Development Manager
Mineral Commodities operates the world’s highest-grade flake graphite mine in northern Norway. Utilising low-cost renewable energy, MRC plans to construct a dedicated anode plant to produce sustainable natural anode for Europe.
Blackstone Minerals Ltd (ASX:BSX)
Scott Williamson, Managing Director
Blackstone is actively exploring the Ta Khoa Nickel Project in Vietnam. The project includes the Ban Phuc mine which operated as a mechanised underground mine from 2013-16 and has infrastructure built to Australian standards, including a 450ktpa processing plant.
Elementos Ltd (ASX:ELT)
Joe David, Chief Executive Officer
Elementos’ strategy is to become a major tin producer through the development of its two world-class tin projects – the Oropesa Tin Project in Spain and Cleveland Tin Project in Tasmania.
Galan Lithium Ltd (ASX:GLN)
Juan Pablo Vargas de la Vega, Managing Director
Galan is an ASX listed company developing lithium brine projects within South America’s Lithium Triangle on the Hombre Muerto salar in Argentina. Galan also hold an exploration licence at the Greenbushes South Lithium project in Western Australia.
