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re: Diving deeper on Standard Lithium?

Posted on 12/13/23 at 1:20 pm to
Posted by Fe_Mike
Member since Jul 2015
3154 posts
Posted on 12/13/23 at 1:20 pm to
Lithium market just kinda spiked across the board. What happened 20 minutes ago?
Posted by Parallax
Member since Feb 2016
1450 posts
Posted on 12/13/23 at 1:24 pm to
Powell just talked, entire market spiking.
Posted by Fe_Mike
Member since Jul 2015
3154 posts
Posted on 12/13/23 at 2:09 pm to
Ahh got ya, thanks. Forgot that was today.

Gotta say...it's not fun seeing most lithium stocks up 8-10% and SLI is red.
Posted by deltaland
Member since Mar 2011
90886 posts
Posted on 12/13/23 at 4:30 pm to
Anyone who wants a truck doesn’t want it to be an EV.

EV market is passenger sedans for urban areas
Posted by Shepherd88
Member since Dec 2013
4592 posts
Posted on 12/13/23 at 5:20 pm to
Cars and light truck EVs make up 2% of lithium use…... FWIW.
This post was edited on 12/13/23 at 5:21 pm
Posted by CarbonAce
Member since Apr 2021
105 posts
Posted on 12/13/23 at 6:58 pm to
A little love after hours, hope it sticks and continues tomorrow!
Posted by FMtTXtiger
Member since Oct 2018
3759 posts
Posted on 12/14/23 at 8:54 am to
The whole landscape business will be battery in the next few years, outside of the commercial lawn mowers. Everyone moving toward it except honda.

I have to say i do like my EGO blower, mostly b/c of noise when im walking not using it. Trying to do all i can to keep the Lithium market growing.
Posted by GREENHEAD22
Member since Nov 2009
19627 posts
Posted on 12/14/23 at 8:57 am to
And it will be a massive failure, it is nothing more than BS politics and a power grab.
Posted by Beerinthepocket
Dallas
Member since May 2011
856 posts
Posted on 12/14/23 at 9:00 am to
Massive failure? I’ve used Dewalt battery powered lawn equipment for the past 2 years and it’s been a game changer
Posted by Shepherd88
Member since Dec 2013
4592 posts
Posted on 12/14/23 at 9:01 am to
It’s actually innovation and moving forward towards a more efficient form of energy. It may not be lithium in the future and I do hope we are able to move beyond it eventually but we’ve pretty much reached capacity in regards to what fossil fuels can do for us. Not to mention the national security purposes of finding another form of energy to rely upon.
Posted by Shepherd88
Member since Dec 2013
4592 posts
Posted on 12/14/23 at 9:02 am to
I moved almost all my lawn equipment to EVO this summer. Blower, weed eater, hedge trimmer. I played with the Milwaukee tool electric chain saw as well and it was awesome.
Posted by go ta hell ole miss
Member since Jan 2007
13664 posts
Posted on 12/14/23 at 9:06 am to
quote:

And it will be a massive failure, it is nothing more than BS politics and a power grab.


Maybe for trucks in the US the market share is going to struggle for a long time. But Used in cellphones, power tools, digital cameras, laptops, children's toys, e-cigarettes, small and large appliances, tablets and e-readers. You think these are in line to be massive failures?

China sold 5.9 million EV cars last year and that number was up 29% YTD in September.

It is good that you are so negative in this thread, though. If you are going to be negative, this is the thread to do it in! Bloodbath for too long. Up 7% so far today, though.
This post was edited on 12/14/23 at 9:12 am
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2016 posts
Posted on 12/14/23 at 9:17 am to
The weed whacker, blower and most chainsaws are definitely better as battery equipment. No fuel mixing, ethanol BS etc
Posted by jamiegla1
Member since Aug 2016
7014 posts
Posted on 12/14/23 at 9:26 am to
I will eventually rid my garage of all two stroke engines and replace them with battery powered. But lets me honest, the combined mass of lithium in every battery in my house is a fraction of that in an EV, particularly one that would be used every day.
Posted by GREENHEAD22
Member since Nov 2009
19627 posts
Posted on 12/14/23 at 9:37 am to
I was speaking specifically to EVs, the infrastructure for charging alone is a huge hurdle that is not being adequately evaluated. I am talking for mass scale EV utilization.
Posted by go ta hell ole miss
Member since Jan 2007
13664 posts
Posted on 12/14/23 at 10:25 am to
quote:

I was speaking specifically to EVs, the infrastructure for charging alone is a huge hurdle that is not being adequately evaluated. I am talking for mass scale EV utilization.


One of us will be very wrong. think in the next 20-30 years EV will have a very sizable global market share of the auto industry.

I agree with you that Infrastructure is grossly inadequate. I think it will see a lot of investment. I just bought some Chargepoint because it has been beaten to pulp.

This post was edited on 12/14/23 at 12:06 pm
Posted by Jag_Warrior
Virginia
Member since May 2015
4129 posts
Posted on 12/14/23 at 11:01 am to
quote:

I just bought some Chargepoint because it has been beaten to pulp.


I’m with you.

As a purely speculative play in a tax advantaged investment account, I sold some 2.5 puts on CHPT (crazy IV). If it hits, fine. If not, I’ll take the premium $ and do it again at the same or an adjusted strike. That’s a name that’s already a going concern, albeit with some challenges. But like I said, it’s a longer term speculative play that I’m OK with.
Posted by deltaland
Member since Mar 2011
90886 posts
Posted on 12/14/23 at 11:39 am to
Up 10% so far today baws


To the moon!
Posted by Auburn1968
NYC
Member since Mar 2019
19718 posts
Posted on 12/14/23 at 12:03 pm to
quote:

It’s actually innovation and moving forward towards a more efficient form of energy. It may not be lithium in the future and I do hope we are able to move beyond it eventually but we’ve pretty much reached capacity in regards to what fossil fuels can do for us. Not to mention the national security purposes of finding another form of energy to rely upon.


I would like to see us move to 5th generation nuclear power plants to charge those batteries.

NY is trying to go all electric in new buildings, but they don't seem to understand that 40% of the state's electricity comes from natural gas. There will be sticker shock when people see that it costs 4 or 5 times as much to heat with electric and CH4.
Posted by FLObserver
Jacksonville
Member since Nov 2005
14488 posts
Posted on 12/14/23 at 12:04 pm to
I bought back in to SLI this morning. My ALB shares have taken off after a few down weeks. Hoping SLI can do the same.
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