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In the 2019 PFS Cinovec's tin credits were worth USD 1,440/t of lithium hydroxide. That was at a tin price of $22,500. Last close was $39,124.
Tin having a "not too shabby" year.
Right now lithium demand - driven by batteries and electric vehicles #EV - is at 3x bigger than the supply response.
The great raw material disconnect. @benchmarkmin
https://www.benchmarkminerals.com/contact/
https://insideevs.com/news/540556/germany-plugin-car-sales-september2021/
The lithium squeeze is real. It will not be enough lithium to meet the growing demand from electric vehicles. The lithium shortage will ultimately slow down the EV adoption. A long-term bottleneck that need massive investments to catch up with demand. https://www.bloomberg.com/news/articles/2021-11-04/a-squeeze-on-lithium-has-top-producer-going-as-fast-as-we-can
A great chart by @benchmarkmin below. The lithium disconnect. Lithium is the real bottleneck in the EV revolution. Automakers don’t want to sound the alarm about the shortage.. which would most certainly drive prices to even higher levels. https://twitter.com/sdmoores/status/1440592664697585670
The lithium deficit in 2025 will be bigger than industry was in 2016. @benchmarkmin #EV #Battery
"A key concern for buyers of lithium ...was driving down their direct and indirect emissions including the carbon footprint caused by shipping lithium products to factories around the world." Cinovec is within 250km of numerous planned battery factories. https://www.smh.com.au/business/companies/carmakers-scrutinise-lithium-s-green-credentials-amid-battery-rush-20210829-p58mwj.html