Lithium Cobalt Boom Y2020-2025

This Folio represents major JUNIOR Lithium and Cobalt Miners and Explorers with Value-Added-Services, like Battery-Recyling for Electric Vehicles (EVs) expecting it may reach their Golden Age within Y2020-2025. Stocks are held long-term. China-Stock is excluded. Due to the fact of Junior Explorers, this folio tend to be volatile, also due to the fact of high bid-ask-spreads. EVs sales growing currently at about 30-50%pa. 2015 growth was 40%. Electric car global sales are currently 0,85% market share, and we may expect this to grow to around 5% market share by end 2020. That equates to an increase from around 774.000 sales in 2016 to around 4,5m sales globally in the year 2020. If we assume the average electric car will have a 50kWh battery then each car will require about 40kgs of lithium. So by 2020 4,5m cars may require 180.000 tonnes of Li-carbonate. Adding to this will be lithium demand from E-Buses, E-Bikes, and E-Trucks. In 2016 China demand for electric buses was 115.000 units. Energy storage sales is expected to grow at 50%+pa between 2016-2020. In 2016 E-Storage installations grew 100% in the US. Li-ion batteries represented at least 97% of all E-Storage capacity deployed in 2016. China plans to raise its power storage capacity by ten-fold to 14,5 gigawatts by 2020 (from 2016 levels). Citigroup forecast that the global E-Storage market may be greater than $400 billion by 2030 from around 130m in 2015, or a growth of a staggering 3.077 fold in just 15 years. These figures are excluding car batteries. E-Storage has the potential to overtake lithium demand for EVs. Cobalt demand may also be boosted moving strongly towards EVs. India is aiming for 100% of all new car sales to be EVs by 2030. Added to the above is that China recently approved Ni-manganese-cobalt (NMC) Li-ion battery chemistry for EV subsidies. This may lead to a burst of cobalt demand from China. If Fusion Energy is invented before 2030, this Folio is propably doomed.