the only producing lithium mine in the U.S. Returns as of 02/25/2021. First production for the Argentina mine should begin in as little as 12 months. Pure Energy Minerals is developing the Clayton Valley South Lithium Brine project in Nevada, which is located adjacent to the only producing lithium mine in the U.S., Albemarle's Silver Peak lithium brine operation. Neither company's stock is listed on a major U.S. stock exchange, nor is either company profitable on an operating basis. After subtracting around $50 million in net debt, that gives an expected market cap of $750 million, more than twice the current trading price. Andrew Bowering is the founder, director and financial officer of American Lithium, developing a lithium brine operation in … The long-term demand picture remains bright because the EV revolution is still in the early innings. These mines aren't producing yet, meaning the market is assigning a big discount to the assets. Lithium to date has been produced either from brine, mostly found in … “Lithium demand is soaring in Canada and the United States, as seen by the multi-billion dollar investments by automakers in EV production in Ontario, Tesla’s increasing offtake demand and the Biden administration’s clean energy drive, such as its ‘Buy American’ EV campaign,” he added. There are strong economic and environmental reasons to develop more domestic sources. Indeed, when Tesla chose Nevada for the location of its first Gigafactory, industry watchers speculated that the Silver State's plentiful lithium supply was one main reason. If successful, Tesla would be the first company in the world to commercially produce lithium from clay. Warning! Tesla CEO Elon Musk announced it purchased the rights to lithium clay deposits in 10,000 acres in the Nevada desert, as part of the firm's strategy to produce cheaper electric car batteries.. conditional long-term lithium hydroxide supply agreement with Tesla, according to published reports. Piedmont Lithium surged more than fourfold on Monday after the company resumed trading, following a deal to supply Tesla Inc. with a lithium raw material. Traders betting on lithium miners and battery makers are also benefiting from Tesla… The incredible stock market surge for Tesla isn't just making Elon Musk and Tesla investors rich. For these reasons, their stocks are not good choices for most U.S. investors. Under the terms of the Agreement, American Lithium has agreed to acquire all of the issued and outstanding common shares of Plateau (the “Transaction”) on the basis of … American Lithium has the TLC claystone project in Nevada, 3.5 hours from Tesla's Gigafactory, and Plateau has the Falchani hard rock lithium project in Peru. "Tesla Motors Begins Regular Production of 2008 Tesla Roadster." Tesla 's (NASDAQ: TSLA) appetite for lithium is becoming increasingly ravenous as the electric-vehicle (EV) pioneer ramps up production of the Model 3, its first mass-market vehicle. Thus most U.S. investors looking for exposure to the lithium realm should explore other options. Still, this mine holds incredible value and, even if developed years down the road, should add significant upside to shares. This article first appeared on GuruFocus. Tesla's (NASDAQ:TSLA) appetite for lithium is becoming increasingly ravenous as the electric-vehicle (EV) pioneer ramps up production of the Model 3, its first mass-market vehicle. In May 2018, Kidman entered into an offtake agreement with Tesla "for an initial term of three years on a fixed-price take-or-pay basis from the delivery of first product," according to Kidman's press release, adding that the agreement "contains two 3-year term options." Tesla Inc. secured its own lithium mining rights in Nevada after dropping a plan to buy a company there, according to people familiar with the matter. This could open the floodgates to every vehicle category on the market. Albemarle Corp. (ALB) The first time I weighed in on Albemarle, I noted it could run to $100, near … The Model 3, alongside Nissan's (TSE:7201) Leaf, outsells several other well-known brands. You may want to wait for a pullback from the last few days. If electric vehicles take over, Lithium Americas should benefit tremendously. Ford (NYSE:F), General Motors (NYSE:GM) and Tesla are also set to unveil electric pickup trucks that can outperform gas and diesel alternatives. The big if is whether Lithium Americas can get these projects online on time. Yes, Lithium Americas Corp's Thacker Pass mine is estimated to have a mine life of 46 years. Livent is the only one of the three that is a pure play on lithium, as Albemarle and SQM both have other businesses. ABML is an American-owned lithium-ion battery recycling technology and advanced extraction Company with extensive mineral resources in Nevada. Tesla is planning to use cobalt from Glencore's mines in the Democratic Republic of the Congo to make lithium-ion batteries at Gigafactories in Berlin and Shanghai. American Lithium’s asset is located near Tesla’s gleaming 10-million-square-feet factory (one-mile-long) giga-factory in Nevada, and an offtake agreement between the two firm’s would seem like a natural fit. In the fourth quarter of 2018, Albemarle's lithium segment accounted for 37% of its total revenue and 55% of its adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization). In September, Ganfeng revealed that it has an agreement with Tesla to supply the EV maker with 20% of its annual lithium hydroxide production through 2020, which could be extended by three years. Yes, Lithium Americas Corp does "own the largest lithium discovery in America". Related News On Recycling Lithium-ion Batteries; National Drive Electric Week | EV Battery Recycling/Reuse Discussion Zarko Meseldzija, American Manganese Inc. (Starts at the 20-minute mark) Benchmark Mineral Intelligence | The Person Who Made Tesla & Gigafactory is Starting Again with EV Battery Recycling I expect the market to rerate shares quickly in late 2020, when first production revenues are booked. All regulatory and financing hurdles have been cleared. Keep in mind this assigns zero value to Lithium Americas' Nevada mine, which could be just as valuable. Cumulative Growth of a $10,000 Investment in Stock Advisor, Who Are Tesla's Lithium Suppliers? ... Lithium Americas Corp. (NYSE:LAC) looks like your best bet. The best part is it doesn't matter which electric vehicle manufacturer wins. Tesla and Volkswagen need to secure lithium … "Tesla Motors to Begin Customer Deliveries … Cadence Minerals (which was named Rare Earth Minerals until March 2017) and Bacanora Minerals are JV partners in the Sonora Lithium Project in Northern Mexico. U.S. investors interested in the lithium space might consider further exploring the three largest lithium players traded on a major U.S. stock exchange: Albemarle, SQM, and Livent (NYSE:LTHM), the last of which is a Philadelphia-based company that was formerly FMC's lithium business and is now fully independent. Tesla and other companies that need lithium in their manufacturing processes have been eagerly inking longer-term supply agreements with producers to ensure they'll have adequate quantities. These types of timelines are always overly aggressive. The project is roughly 200 miles away from Tesla's giant lithium-ion battery cell factory, the Gigafactory 1. Orocobre (OROCF) Direct lithium stocks that aren’t completely speculative affairs are difficult to … Armed with a $40 billion market cap, investors must bet on the company achieving mass-scale with its current and future lineup of electric vehicles. Holland lithium project in the Earl Grey hard-rock lithium deposit in Western Australia. Supply, however, remains relatively tight. lithium batteries or hydrogen blue gas remains to be seen. Tesla built the highest-volume battery plant in the world outside Reno, but it has to import the lithium it uses from as far away as Western Australia or South America. If the Nevada mine gains traction, that could add another 100% or more in multiyear upside. Tesla's (NASDAQ:TSLA) appetite for lithium is becoming increasingly ravenous as the electric-vehicle (EV) pioneer ramps up production of the Model 3, its first mass-market vehicle. So who are Tesla's lithium suppliers? Tesla is planning to derive lithium from clay deposits in Nevada. Shares of Ganfeng are not listed on a major U.S. stock exchange, nor do they trade over the counter (OTC) in the U.S. Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer. Tesla’s (NASDAQ:TSLA) Battery Day has left the lithium market with more questions than answers, and many want additional details before making new predictions and investments. Sign a Billion-Dollar Deal With Tesla? Today, it only produces the Model X, Model S and Model 3 in fairly limited quantities. For this reason, along with the fact that Kidman is a developmental stage company that's not profitable, the stock is not a good fit for most U.S. investors. The mine is expected to produce for 40 years. Tesla … Tesla's Model S is now one of the highest-selling luxury sedans in the world. A lot higher than the current $315 million market cap. Tesla. The electric car giant has kept mum on any deal. For example, there are no highways in the U.S. outside the reach of a Tesla Supercharger station. However, the key variable is how long it will take for enough new supply to be brought online to cause an oversupply situation, or at least to cause prices to drop considerably. This dynamic resulted in lithium prices soaring in 2016 and 2017, along with the stock prices of producers, such as diversified chemical giants Albemarle (NYSE:ALB) and SQM (NYSE:SQM). Lithium Americas is … At full production, it could supply Tesla with 46 years’ worth of this critical metal. Lithium is a silvery-white metal used to make the lithium-ion batteries that power EVs and other products, including the energy-storage products that Tesla and others produce. That could result in a quick 50% pop, with the discount being wound down over the coming quarters. Einige Branchenkenner dürften jetzt anführen, dass die Marktpreise für Lithium in den letzten 2 Jahren stark gesunken sind. According to company press releases and/or published reports, the following companies have or have had some type of agreement in place to supply Tesla with lithium hydroxide. 3 Companies With Historically Low Valuations, 4 Stock Picks From Seth Klarman in 1st Quarter. Ganfeng is China's largest producer of lithium and the world's second- or third-largest producer (depending on source) behind the United States' Albemarle, and perhaps also behind Chile's SQM. And do any of them look like potentially good investments? Tesla. This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. Thacker Pass is 150 miles north of the Nevada Gigafactory. With some of the highest lithium concentrations in the world, this project should have no problem being free cash flow positive by 2021, potentially funding the construction of the Nevada mine using internal sources (read: no dilution). Using a 10% discount rate results in a net present value of nearly $2 billion. Kidman's shares are listed on the Australian Securities Exchange (ASX) and also trade over the counter in the U.S, but the OTC shares are extremely thinly traded, which means volatility could be considerable. Here's the takeaway: Regardless of whether Tesla in particular wins the race, electric vehicles as a whole should represent a multidecade growth opportunity. We’re motley! Importantly, valuing the Argentina asset alone results in an intrinsic value of more than $7 per share--twice the current price. Where could the valuation go? Only investors who have a higher-than-average risk tolerance and a long-term focus should consider investing in a lithium producer. Not a Premium Member of GuruFocus? If you want to make money off the electrification of cars, trucks, motorcycles, trains and even planes, Lithium Americas Corp. (NYSE:LAC) looks like your best bet. Plenty needs to be done before Tesla can justify its current valuation. GuruFocus has detected 4 Warning Signs with TSLA. Not a Premium Member of GuruFocus? The company said that the agreement "equates to less than 25% of Kidman's portion of initial nameplate production for the first three years from the refinery." Check out the latest earnings call transcripts for Tesla and other companies we cover. But angel investor Dave Forest believes it could happen. TLC is close to infrastructure, 3.5 hours south of the Tesla Gigafactory, and in the same basinal environment as Albemarle's Silver Peak lithium mine, and … Especially if that company supplies Tesla. Thousands of new stations come online every year, a pace that is only expected to accelerate. That's a risk I'm willing to take. @themotleyfool #stocks $TSLA $SQM $ALB $LTHM, too much new production capacity coming online. Denn nicht nur für American Lithium ist dies die perfekte Ausgangslage. Just 150 miles north of Tesla’s Gigafactory, a plan is brewing to a build a massive mine capable of growing the world’s lithium carbonate supply by … It's a slow process given the replacement cycle for a vehicle can take 10 to 15 years, yet slowly but surely electric vehicles are taking market share from their conventional internal combustion peers. Several hurdles remain, including finance and regulatory considerations. While opinions on Tesla's ultimate success vary, one thing is for certain: electric vehicles are taking over. Tesla Inc. (NASDAQ:TSLA) remains one of the hottest stocks on the market. Sign up for a, UPDATE 1-France's Safran sees gradual recovery after crisis-hit 2020, U.N calls April meeting for talks over divided Cyprus, Virtual work parties: the good, the bad and the plain peculiar, French retailer Casino 2020 operating profits rise, to further cut debt, German consumer morale improves more than expected heading into March - GfK. Market data powered by FactSet and Web Financial Group. Tesla's new larger 4680 (46mmx 80mm) battery cell showing the coiled layers inside that contain the cathode, anode, & separator. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. Sign up for a free 7-day trial here. I think LAC at $7 is still a good buy. The lifetime of a battery is measured in discharge cycles (using 100% of a battery’s charge amounts to one full cycle). The Electric Vehicle Revolution: Is It Really Different This Time? Lithium Americas has filed government documents to establish an electric car battery factory in Nevada (along with a lithium mine). Tesla is believed to import much of the lithium it uses from Australia and South America. Next year, however, the first few tons of output should be mined, likely resulting in a rapid reset in valuation. Instead, they should be looking at electric vehicle suppliers. That said, their lithium operations make up a considerable portion of their overall businesses. Auch für Tesla könnte die Situation eigentlich nicht besser sein. Accessed March 22, 2020. Kidman Resources has a 50/50 joint venture with SQM to develop its Mt. Ivan suggested that if Tesla was looking at mines, he would go with North American mines such as Lithium Americas. SQM's lithium business comprised 41% of its total revenue and approximately 50% of its consolidated gross profit. Assuming a $12,000 per ton selling price (prices were double that in 2016 and 2017) and a 10% discount rate results in a net present value of roughly $800 million. ), Joint venture partners Cadence Minerals and Bacanora Minerals. Lithium prices started falling off their peaks last year, which along with concerns about China's slowing growth and too much new production capacity coming online, contributed to stock prices plummeting. Unlike many of the smaller lithium players, all three companies are profitable. In Aug. 2015, they signed a conditional long-term lithium hydroxide supply agreement with Tesla, according to published reports. That's because lithium supply has been having a hard time keeping up with demand, thanks largely to the rising popularity of EVs. And it’s only 214 miles from Tesla’s Gigafactory. In fact, the company recently increased its resource model, with reserves going from 11.8 million tons to 18 million tons. Stock Advisor launched in February of 2002. They own the largest lithium discovery in America. Click here to check it out. Get direct exposure. The mine could produce 60,000 tons of battery-grade lithium annually with a life of 46 years. (This list may not be all-inclusive. Tesla Inc. (NASDAQ:TSLA) remains one of the hottest stocks on the market. The Company is making big moves in the EV space and is headquarters are strategically located 20 miles from Tesla’s Gigafactory project. Tesla Stock Could Surge 104% to $1,000, According to This Analyst, These 3 Stocks Would Be Huge Winners From a Green New Deal, Why Piedmont Lithium, Lithium Americas, and Livent Stocks Exploded Higher Today, Copyright, Trademark and Patent Information. It owns two pre-production assets--one in Argentina and another in Nevada. Source. But for now, investors are getting that option for free. Lithium Americas is a pure-play lithium mining company. Management expects the Nevada mine to begin construction in 2021, with first production in 2023. Range, battery performance and charging station infrastructure continue to improve at breakneck speed. So far, investors have been piling into electric vehicle manufacturers. Investing in any “American” source of lithium could be very profitable. The company's Argentina mine is expected to produce 25,000 tons of battery-grade lithium per year. According to Pure Energy's Sept. 2015 press release, "provided that Pure Energy meets certain terms and conditions ... the Agreement establishes a commitment for an annual purchase volume of product over a period of 5 years by Tesla and/or its authorized purchasers.".
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