My Lithium Plays

Part III of Energy Crisis - Three Company Picks

By Elric Langton | 30 March 2022

If you have been following my “Energy Crisis – Alternatives” episodes, of which there are two, this being the third – you will be aware I have discussed the transition from ICE to EVs. Initially, I offered a brief overview of supply chain issues, capacity, and, more importantly, various ways to play the investment arena for you and me. In addition, as pressure to combat climate change grows, the US government has declared lithium to be critical to economic and national security. As a result, it has prioritised the development of US lithium metal processing and refining capacity.

The adoption of EVs will be consumer-driven, mass-market. Further. Further improvements to lithium-ion battery technology are required. T. This applies to many vehicle segments, such as public service vehicles, trucks, and boats, and no doubt, including power storage must be appraised.

In the second episode, I highlighted several companies of interest that service the EV battery supply chain. In this episode, I will discuss a few lithium miners, most of which are ASX listed, NASDAQ and NYSE and, of course, AIM.