Lithium Drive: Shai Agassi on Green Transport in the 21st Century - Electric Cars tnr.v, czx.v, lmr.v, rm.v, alk.ax, sqm, cgp.v, abn.v, ura.v, nup.ax, usa.ax, srz.ax, fmc, roc, lit, li.v, wlc.v, clq.v, res.v, ree, avl.to, nsany, f, gm, rno.pa, dai, byddf, hev, aone, vlnc

  After the brilliant video from ABC with warning on Catalyst Peak Oil we have an elegant solution from Shai Agassi and his "better place" - where we all will be driving Electric Cars very soon.

  It is the best interview with Shai Agassi we have seen so far. Audio quality in this video is not the best, but content will keep you glued to the screens. As you remember, we start to express doubts in the commercial success of the "better place" approach, while always praising Shai Agassi and his company efforts to promote Electric Cars.

 Now we can think that recent relative "black out" from the mass media is actually the sign that the company can be actually taken very seriously by its competitors.

  For our Lithium investment ideas "better place" approach is actually can be the game changer - you need to have more Lithium batteries than the actual fleet of cars in order to keep the stock at the battery switching stations.

  Shai Agassi gives us real insight into his business model, Auto and Oil businesses. We think that he was more relaxed at this event then with his usual interviews. As a result we have this brilliant piece of insight into the real economics of Electric Cars, Auto and Oil industry. Please notice his remarks about China and Electric Cars and he talks about our iPod moment in Electric Cars as well!  

  Shai Agassi has pledged his own future to the "better place" instead of the CEO place at SAP - we will consider that it was the first wave of the real brain power transition into the future Trillion business of Electric Cars. Once it will be taken by Silicon Valley guys for real - we will have our Next Big Thing in action.

"Secretary Chu Announces New Funding and Partnership with Google to Promote Electric Vehicles. The Electric Cars investment space is getting hotter and big names are beginning to eagerly to pile in. The 5 million investment into the charging infrastructure from U.S. Department Of Energy could sound like a joke compare to China investing billions in Electric Cars or personal investments of some entrepreneurs in Lithium space, but it is one step at a time and names in this initiatives are more important than this amount.
  Once the guys from Google, Facebook and Twitter will move into Green Revolution our Lithium story will take off into parabolic rise - they have knowledge, technology and understanding that Electric Cars are the way forward. They will need to drive their kids to the soccer games after all, even after Peak Oil which is happening now. We do not know which one of them will make the next Coca Cola in Electric Cars space, but we will be ready with our Sugar business - Lithium will be needed for all of them."

PolicyExchangeUK:

Time magazine and Foreign Policy magazine recently named Shai Agassi one of the 100 most influential people in the world. Wired called him a "revolutionary". His company, Better Place, is rolling out a new model of all-electric cars predicated on providing consumers with a more affordable, more convenient personal transport alternative to petrol cars. The company will launch its service in Israel and Denmark in late 2011, and begin network deployment in Australia at the same time.

Deutsche Bank analysts reportedly concluded that the company's approach could be a "paradigm shift" that causes "massive disruption" to the auto industry, and has "the potential to eliminate the gasoline engine altogether." It's the global economic opportunity of displacing the $3 trillion oil market that's enabled Better Place to raise $700 million to date including a $350 million Series B round led by HSBC in the largest round of financing yet for a "clean-tech" company.

Better Place has partnered with Renault to produce electric vehicles with switchable batteries for consumers in Europe, beginning in late 2011. The company also has an agreement with China's leading independent car manufacturer, Chery Auto Ltd., to produce switchable battery electric vehicles in China, beginning in 2012."

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China's Electric Car Revolution will drive Lithium market. TNR.v, CZX.v, LIT.v, TSLA, RM.v, LI.v, LAT.v, WLC.v, CLQ.v, HEV, AONE, BYDDY, NSANY, F, GM,

This presentation from Booz&C0 provides more insight into the Chinese plan to Electrify their transportation system. As we have wrote before, please, make no mistake it is a long term plan with a serious geopolitical implications, they have committed resources and executing it now step by step.

Image by jurvetson via Flickr

"Main message for us from Shai Agassi this time is that "China gets it". "Ones China does it - it is bound to happen everywhere" We expect now Chinese companies to be more aggressive in Argentina and Chile making M&A deals to get access to Lithium Brine developers. Japanese and Koreans were first to step in, but competition for supply of strategic resources will be intensifying now between Asian Tigers.

"We have another hint into the recent M&A activity in Lithium space. Talison deal with Salares Lithium confirms real Chinese appetite for Lithium. Now it is time for Lithium Supply - China already controls 97% of Rare Earths market. Lithium output will be increased fivefold in Chinese Lithium province, but the real news is below from Reuters - it is only half of previously expected output and now Chinese companies are on the shopping spree among lithium developers. Who will be at the boardroom table next - only a few lithium brines plays are left without J/V partners and we are following here two of them: International Lithium and Rodinia Lithium. We expect M&A activity in lithium space to be continued during this summer months."


Slideshare: China's Electric Car Revolution

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"Main message for us from Shai Agassi this time is that "China gets it". "Ones China does it - it is bound to happen everywhere"

Image by Getty Images via @daylife

Now we can put our Lithium M&A fever into another prospective. Talison taking out Salares Lithium is a clever entry point by Chinese business backing Talison into the Lithium Brine business without making two many waves before they can secure new deals in the sector. Our idea about Second Leg of this Bull market in Canadian Lithium developers receives more confirmation on fundamentals and now we need to see the action in the market place. With all junior companies at the low base valuation from last year run we can have rally in the making already. Listen to Shai Agassi interview on video below, he has a good listeners already among Better Place's backers - HSBC, Lazard Asset Management and Morgan Stanley:"

We have another hint into the recent M&A activity in Lithium space. Talison deal with Salares Lithium confirms real Chinese appetite for Lithium.

Image via Wikipedia

Now it is time for Lithium Supply - China already controls 97% of Rare Earths market. Lithium output will be increased fivefold in Chinese Lithium province, but the real news is below from Reuters - it is only half of previously expected output and now Chinese companies are on the shopping spree among lithium developers. Who will be at the boardroom table next - only a few lithium brines plays are left without J/V partners and we are following here two of them: International Lithium and Rodinia Lithium. We expect M&A activity in lithium space to be continued during this summer months.


"Bill wants half of U.S. vehicles electrified by 2030
This is what we need to address dire consequences of Peak Oil. There is still time and technology available to us to electrify our transportation system. Electric cars are coming on the roads and Asian conglomerates are busy building Supply Chain for Electric Cars starting with lithium deposits. Will US Corp. finally awaken to this geopolitical problem?"

China Knowledge:


Qinghai to increase lithium output by 500% in 5 years


Jul. 23, 2010 (China Knowledge) - Southwest China's Qinghai Province plans to increase lithium output by five times to 30,000 tons over the next five years, as demand for electric vehicles powered by lithium cells surges, the Xinhua News Agency reported, citing a senior official from Land and Resources Department in the province.

The province has the largest reserves of lithium in China, with estimated reserves of over 17.65 million tons, and nearly 90% of the nation's total lithium production.

Reportedly, Citic National Security Lithium Technology Corp and Qinghai Lithium Co will be responsible for the production of the 30,000 tons capacity.

China recently surpassed Japan as the world's largest lithium battery provider. It also has about one-tenth of the estimated global lithium reserves, and is the world's third-largest producer of the metal."

Reuters:

China halves lithium plan, now sees only fivefold growth
Fri Jul 23, 2010 7:38am GMT

BEIJING July 23 (Reuters) - China's principal lithium-producing province plans to boost output of the metal fivefold in the next five years, half the level of its previous target, the China Daily reported on Friday.
China is the world's No.3 miner of lithium, used in the production of batteries, after Chile and Australia, and nearly 90 percent of its output comes from salt lakes in Qinghai province.

Qinghai produced 6,000 tonnes of lithium carbonate last year and planned to raise that to 30,000 tonnes over the next five years, the newspaper quoted Liu Shanqing, director of Qinghai's Land and Resources Department, as saying.

"The original plan was to have a capacity of 60,000 tonnes by 2015, but since extraction technologies are not that mature we have scaled it down to 30,000 tonnes," he said.

Liu said the bulk of production -- 25,000 tonnes -- was expected to come from Citic National Security Lithium Technology Corp, with Qinghai Lithium Co the other main producer. (Editing by Chris Lewis)"

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