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Bearish on lithium batteries

Lithium-ion batteries have higher voltage than other types of batteries, meaning they can store more energy and discharge more power for high-energy uses like driving a car at high speeds or providing emergency backup power. Charging and recharging a battery wears it out, but lithium-ion batteries are also long-lasting. Today''s EV batteries can be recharged at …

Is Citi 'bearish' on lithium?

Citi said it remained “very bearish” on lithium in the near term given prices were in freefall, and recommended that clients continue to short the battery material. The broker suggested in April that investors and producers take a short position in the August CME lithium hydroxide contract, which has gained 19 per cent to date.

Why are lithium batteries so dangerous?

First, lithium batteries are prone to fires. Second, mining and refining are very dirty and energy-intensive, which means that ensuring a stable supply is challenging, and that many countries with large reserves (such as Chile) regulate mining heavily. From another recent WSJ article:

Why are lithium-ion battery fires so common?

Lithium-ion battery fires, which are difficult to extinguish with conventional measures, have become common around the world. In other words, increasing demand for EVs and other batteries will not only drive increased lithium supplies.

Could lithium be a solution to the EV battery shortage?

At most, lithium can remain one among several possible battery materials. It seems almost impossible for lithium to retain its prominence if EV demand explodes as much as the market expects. Another potential solution to the shortage - and one which companies are already actively exploring - is recycling.

Should investors invest in lithium batteries?

The current price of the key battery ingredient is “concerning” and investors shouldn’t put money into lithium facilities at these market levels, Eric Norris, president of energy storage at Albemarle, warned at an industry conference in the US.

How has China's Lithium battery demand slowed down?

Chinese EV sales and battery output have continued to rise, but a phase-out of subsidies and supply chain normalisation have weighed on the pace of growth and as a result, Chinese lithium battery demand volume growth has slowed down materially.

Why are lithium-ion batteries, and not some other kind of battery…

Lithium-ion batteries have higher voltage than other types of batteries, meaning they can store more energy and discharge more power for high-energy uses like driving a car at high speeds or providing emergency backup power. Charging and recharging a battery wears it out, but lithium-ion batteries are also long-lasting. Today''s EV batteries can be recharged at …

Charge optimale de la batterie au lithium : un guide …

Charger une batterie au lithium peut sembler simple au départ, mais tout est dans les détails. Des méthodes de charge incorrectes peuvent entraîner une réduction de la capacité de la batterie, une dégradation des …

More pain for nickel, lithium as supply deluge bites

Another concern for the metal, which is used in batteries for electric vehicles and renewable power generation, is that the fastest-growing chemistry for batteries is lithium ferrous phosphate ...

What we learned at the Lithium Supply and Battery Raw Materials ...

Bearish sentiment prevails in spot lithium market. Ongoing sluggish demand and oversupply in the lithium market has led to bearish sentiment toward the near-term outlook …

Citi now "doubly bearish" on lithium

PHEV''s require a smaller battery, and therefore use a smaller amount of lithium per vehicle. But, in the longer term, Citi believes that new battery technologies such as the Shenxing PLUS lithium iron phosphate (LFP) battery which claims a 1,000 km range, as well as range-extended electric vehicle (EREV) platforms that use generators to recharge a battery, …

CATL & BYD''s Hybrid Sodium-Ion/ Lithium-Ion Batteries to

bearish. LG Energy Solution Watchlist. CATL & BYD''s Hybrid Sodium-Ion/ Lithium-Ion Batteries to Take Away Share from Korean Battery Makers . Equity Bottom-Up. 437 Views11 May 2023 05:29. CATL and BYD''s launch of hybrid sodium-ion and lithium-ion batteries in 2H 2023 is likely to result in market share losses for Korean rechargeable battery producers …

Lithium Prices May Remain Lower For Longer

Global lithium reserves are ample for current demand, Chinese supply is not price-sensitive, and the EV transition is happening more slowly than expected. Companies are actively seeking...

Lithium: The short trade must go on

In this context, we maintain our bearish view on the lithium market and lower our 12m target for China Lithium Carbonate (excluding VAT) to $11,000/t and CME Asia CIF Lithium Hydroxide to $12,000/t (from $15,000/t …

Lithium: The short trade must go on

In this context, we maintain our bearish view on the lithium market and lower our 12m target for China Lithium Carbonate (excluding VAT) to $11,000/t and CME Asia CIF Lithium Hydroxide to $12,000/t (from $15,000/t and $16,500/t respectively previously).

Batterie lithium-ion : caractéristiques, avantages, inconvénients ...

Rien que pour cette question de masse, il présente un grand avantage par rapport à d''autres éléments. Les batteries lithium-ion ont également une densité énergétique plus élevée que les autres types de batteries, ce qui permet de fabriquer des batteries plus petites (et plus légères). De plus, elles se rechargent assez rapidement.

Lithium prices tipped to dive 20pc as inventories climb

Citi said it remained "very bearish" on lithium in the near term given prices were in freefall, and recommended that clients continue to short the battery material. The broker suggested in...

Why Goldman Sachs is Still Bearish on Lithium

Goldman analysts Trina Chen and Joy Zhang explained in a client note Thursday that reports of Chinese battery giant Contemporary Amperex Technology (CATL) cutting lithium production at a major...

Why Goldman Sachs is Still Bearish on Lithium

Goldman analysts Trina Chen and Joy Zhang explained in a client note Thursday that reports of Chinese battery giant Contemporary Amperex Technology (CATL) …

Lithium battery producer Albemarle falls as Mizuho cuts PT on bearish …

** Shares of Lithium battery producer Albemarle NYSE:ALB fall 1.08% at $122.57 ** Mizuho Securities cuts ALB''s PT to $137 from $227; new PT represents a 10.56% upside to the stock''s last close** Lithium prices have collapsed as demand has slowed while supply has caught up, says brokerage** Mizuho s…

Lithium Slump Has Room to Run as Bearish Bets …

(Bloomberg) — The swift and brutal decline in lithium prices may still have room to run as bearish bets mount on the Chinese futures market that trades the battery metal. Prices on the Guangzhou Futures Exchange …

We rely heavily on lithium batteries – but there''s a …

Lithium-sulphur batteries are similar in composition to lithium-ion batteries – and, as the name suggests, they still use some lithium. The lithium is present in the battery''s anode, and sulphur ...

Lithium Slump Has Room to Run as Bearish Bets Mount in …

(Bloomberg) — The swift and brutal decline in lithium prices may still have room to run as bearish bets mount on the Chinese futures market that trades the battery metal. Prices on the Guangzhou Futures Exchange have more than halved since the bourse debuted lithium trading in July as supply overwhelms demand.

Lithium-Ion Battery Pack Prices See Largest Drop Since 2017, …

Lithium-ion battery pack prices dropped 20% from 2023 to a record low of $115 per kilowatt-hour, according to analysis by research provider BloombergNEF (BNEF). Factors …

Why Goldman Sachs is Still Bearish on Lithium

Goldman analysts Trina Chen and Joy Zhang explained in a client note Thursday that reports of Chinese battery giant Contemporary Amperex Technology (CATL) cutting lithium production at a major...

Chinese lithium price rally slows on bearish sentiment

Chinese lithium prices rally slows on emerging pessimism, consumer caution; East Asian lithium prices carbonate fall on buyer resistance, bearishness in China; Spodumene prices edge down on buyer resistance "China''s lithium market was in a stalemate in the week to Thursday May 25, with sellers insisting on high lithium prices while consumers showed …

Albemarle: Goldman Is Bearish On Lithium, Should Bulls Be …

Goldman Sachs came out with a bearish note on lithium last month that forecasted lithium carbonate prices falling to $53,300 per tonne in 2023 from around $80,640 per tonne currently.Shocking the ...

Lithium-Ion Battery Pack Prices See Largest Drop Since 2017, …

Lithium-ion battery pack prices dropped 20% from 2023 to a record low of $115 per kilowatt-hour, according to analysis by research provider BloombergNEF (BNEF). Factors driving the decline include cell manufacturing overcapacity, economies of scale, low metal and component prices, adoption of lower-cost lithium-iron-phosphate (LFP) batteries, and a …