Who's who in the $2 billion lithium boom

The marketing pizazz of the electric car is boosting prices, but is it just a flash in the pan for Australian investors?

Summary: The announcement of Elon Musk’s Tesla 3 orders has spurred on the share prices of a number of lithium miners and explorers over the past two weeks, as demand for lithium batteries looks to be driven by the future of electric cars and new battery storage device. However, with some big miners setting their sights on exploration, the ongoing success of these stocks is dependent on demand not exceeding supply in the mid to long term.

Key take out: It could be that lithium’s long term journey upward has just begun, though matching the production to demand will be the key to maintaining price increases going forward.



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