ipad boom strains lithium supplies after prices triple - 3.7 volt rechargeable lithium ion battery

Investors at JPMorgan Chase
To BlackRock.
Is trying to make money by investing in battery lithium producers from the popularity of the ipad and the sales of hybrid cars.
The price of conductive metal is the lightest in the periodic table, and since 2000, with the use of automobiles, ceramics, electronics and lubricants, the price of the market has tripled and is currently worth $1 billion per year. Apple Inc.
And Toyota Motor Corp.
Manufacturers of Prius appliances
Leading Dahlman Rose & Co. , there are few alternatives to gasoline vehicles while pursuing higher performance and mobility.
Analysts predict that demand for lithium will double by 2020.
Tailson Lithium Co. , Ltd.
In the month before today, his stock rose 22% along with Soc.
Rockwood Holdings Limited, Chileand FMC Corp.
It accounts for nearly 95% of the world's supply.
Third Rio Tinto Group
The largest mining company is likely to join the largest supplier, and if it continues to mine a mine in Serbia, it says it can produce 20% of the world's metal production.
"There are some companies now, and we think it's attractive to have a lithium exposure," Evy Hambro, who manages about $13 billion in mining stocks at Blackstone in London, said in an interview.
"We have a small amount of exposure today and we are looking for more exposure," he said without giving the name of any company . ".
Demand for lithium
Over the past 12 years, the price of ion-charged batteries in Asia has tripled, London-
Headquartered in Roskill Information Services Co. , Ltd.
Analyst Robert Baylis said.
According to Roskill's recent consultation on six lithium projects, global usage doubled from 2000 to 2011.
Advantages of lithium-
Compared to other battery types, ions are typical batteries that produce more electricity than competing batteries, such as lead batteries. acid.
About 1. 7 grams (0. 6 ounce)
Lithium carbonate equivalent in the mobile phone, 2.
According to Dahlman Rose, 1 gram of smartphones and 20 grams of tablets.
Rockwood chief executive Seifollah Ghasemi said that the global lithium industry will "gradually change" in 2016 or 2017, when electric vehicles will become more common.
Hybrid electric vehicle with lithium
The ion battery contains about 1. 3 kilograms (2. 9 pounds)
Material, plug
There are about 12 hybrid cars.
8 kilograms, and about 19 kilograms for electric cars. 2 kilograms. The four-
Anthony Young and Anthony Rizzuto, analysts at Dahlman Rose, said in a May 16 report that a strong lithium "oligopolistic monopoly has the ability to significantly increase supply, but it takes time and a lot of capital to come
"Known high-
Grade resources that can be economically mined have not been built in the past 25 years.
Dahlman Rose said in 2020: "By June 7, global consumption may jump from about 300,000 tons now to 150,000 tons a year.
The company says demand for lithium batteries has been growing at about 25% a year, surpassing the 4% to 5% increase in total lithium.
"Anywhere in the next 10 years where demand has doubled to triple is definitely our point of view," Peter Oliver, CEO of Talison, the biggest producer, said in an interview.
"Perhaps doubling the growth has little impact on electric vehicles, which could double if they take off on a large scale in the next 10 years.
Manager Neil Gregerson is about $6.
In an interview in London, 9 billion of the head of natural resources assets at JPMorgan Asset Management said he was looking at investments in the industry.
"You don't see any reason to think that this will not be a high-growth market for many, many years.
This is a very interesting place.
"Rio is working on the development of its Jadar lithium --
At a time when other suppliers expand their production to meet the growing demand, boron operates.
Talison in Perth
The company's market share is about 32%, and the Greenbushes mine in Western Australia has expanded this month, doubling production capacity.
The square meter controlled by billionaire Julio ponse is second-
The largest, followed by Lockwood, is supported by KKR & Co by Henry Kravis.
PHILADELPHIA-based FMC.
Stock rose 2.
1% this year, Rockwood 17% and FMC 20%.
Toronto's Talison rose 12% today, the biggest intraday gain in more than three months.
Chile, second
Australia's largest producer after that said last week it would reward 20-
Annual offer to mine lithium salt water in Salt Lake.
Deputy government minister Pablo Wagner said the plan allows developers to mine up to 100,000 metric tons of minerals within 20 years.
The Jadar project in Rio is under preparation.
The feasibility includes conducting research to better understand the parameters of deposits and any social and environmental impacts, the company said in an email
Email reply questions.
In April 19, Rio Tinto CEO Tom Abbott said in London that lithium "will be critical to the future of electric cars and hybrid cars ".
"We have gained a lot of interest from Japanese companies, Korean companies that actually want to be at the forefront of hybrid and lithium technology, so I am very excited about this project.
Toyota's Prius, a niche model launched 15 years ago, jumped to third in the world.
Sales of car production lines as us in the first quarterS.
Demand and incentives in Japan have made hybrids a mainstream model.
Car sales soared to 247,230 units in the quarter.
Although most Priuses sold so far have Nickel
Plug-metal hydrogen battery
Lithium is contained in the hybrid-
Ion batteries from Panasonic
"Now it's less than 1% of the market," Talison's Oliver said of the use of lithium in electric vehicle batteries . ".
"We do tend to try to portray a fairly conservative view, but if these new technologies take off, it will be a very exciting moment for us.
Since Prius began selling in Japan in 1997, Toyota has sold 4 million hybrid cars.
Global electric vehicles include 1.
5 million in the United StatesS.
The company said in May 22.
International Data Corp. , a market research firm, said the global tablet market grew faster than expected, and Apple's iPad's preferred position among consumers continued to expand. said June. 14.
Global tablet shipments will reach 107 units this year.
4 million units, an increase from the previous forecast of 106 units.
1 million, Framingham, Massachusetts-based IDC said.
Global shipments of tablets will reach 142 units.
8 million and 222 next year.
According to IDC, it was 1 million by 2016.
"One can claim that without lithium, the entire mobile technology is impossible," Rockwood's Ghasemi said at a Deutsche Bank meeting on June 13 . ".
"You use this product every day. ”Battery-
A123 Systems manufacturer
The New York deal rose 52% in June 12 after the company said it had developed an improved lithium-
Ion batteries that can reduce the cost of charging and hybrid cars.
The company says these new cells will be produced next year and perform better in extreme heat and cold conditions than competitive packaging.
According to Roskill, expanding battery sales to automakers is considered a "golden goose" in the lithium industry and has stimulated new entrants such as Galaxy Resources Ltd.
And support the expansion of existing producers. Lithium-
Ion batteries are the largest application of this material, accounting for about 22% of the total usage.
"This is a consumer-led industry," Iggy Tan, managing director of Galaxy Australia, which first sold lithium products last month, said in an interview in Perth.
"Once it takes off, it's kind of like a mobile phone and it's exponential.
A123 provides batteries for General Motors.
Its Spark electric vehicle, the BMW 5 Series Hybrid sedan owned by Bayerische Motoren Werke AG, and the rechargeable and hybrid sedan of China SAIC.
Buses made by Daimler and Volvo, as well as delivery trucks made by Smith Electric.
The Chevrolet Volt of GM is the best
Selling rechargeable cars in the United StatesS.
In the United States, Prius and Nissan are at the top of the list. ’s all-
Electric hatchback.
Delivery of universal plug
Sales of cars more than doubled this month.
Lithium suppliers benefit from some cars
Manufacturers of nickel from old models
Lithium for Cd batteriesion.
Jonathan Lee, battery materials and technology analyst at the Byron capital market in Toronto, said in an interview: "This is indeed a new technology that takes some time to master . ".
"Everything is lithium.
Nickel-ion or not.
Whether it contains cadmium at the beginning.
"Rockwood proposed in May 14 that starting from July 1, the price of lithium salt sold to customers rose by $1,000 per ton, or about £ 22%.
The company said higher prices would enable it to fund the expansion of the mine.
Oliver of Talison said he raised the price by 15% in the first half and is expected to raise the price again in the second half.
San Diego-based SQM said in May 30 that sales in its lithium sector rose 12% in the first quarter to $47.
After the price rose 5 million, the price rose 16%.
According to Roskill, the price of lithium peaked in 2007 and did not decline until 2010.
Galaxy is available to customers including Mitsubishi Japan.
Positioning for what Tan calls a potential "hockey stick"
The demand for lithium batteries has increased.
It built a $100 million ($102 million)
To better serve Asian customers, China's lithium carbonate plant sold for the first time from operations last month.
The Galaxy is seeking a complete
Acquisition of shares in Lithium One Inc.
The valuation is about 0. 112 billion yuan ($110 million)
Join the Sal de Vida project in Argentina.
"Given the uncertainty of copper and many other metals such as industrial metals, the prospect of lithium is very strong," said Lee of Byron Capital . ".
"In the past two years, the annual growth rate of lithium is about 10 to 15%. annum basis.
We have another strong year this year.