Title: The New Energy Era: The Lithium-Ion Supply Chain - Visual Capitalist
Headings: The New Energy Era: The Lithium-Ion Supply Chain
Mining
The New Energy Era: The Lithium-Ion Supply Chain
Introducing the New Energy Era
An Energy Dependence Problem
Lessons Learned?
A Renewable Future: Turning the Ship
The New Geopolitics of Energy: Battery Minerals
The Battery Metals Race
Building the U.S. Battery Supply Chain
Declaring U.S. Battery Independence
Get your mind blown on a daily basis:
Mining
How to Avoid Common Mistakes With Mining Stocks (Part 5: Funding Strength)
Part 5: The Role of Funding Strength
Part 5: Raising Capital and Funding Strength
1. Past Project Success: Veteran vs. Recruit
Veteran:
2. Well-balanced Financing: Shareholder Friendly vs. Banker Friendly
Shareholder Friendly:
3. A Liquid Stock: Hot Spot vs. Ghost Town
Hot Spot:
4. Timing the Market: On Time vs. Too Late or Too Early
Being On Time:
5. Where is the Money Going? Money Well Spent vs. Well Wasted
Money Well Spent:
6. Additional Capital: Back for More vs. Tapped Out
Back For More:
Wealth Creation and Funding Strength
Mining
How the World’s Top Gold Mining Stocks Performed in 2020
How Top Gold Mining Stocks Performed in 2020
Understanding the GDX ETF and its Value
How the Largest Gold Miners Performed in 2020
The Best and Worst Performers in 2020
How Gold Mining Stocks are Chosen for the GDX
What 2021 Will Bring for Gold Mining Stocks

Content: Oil producers could face significant losses, with $380 billion of above-ground investments becoming worthless if the oil industry and oil-rich nations are not prepared for a surge in green energy by 2030. Energy companies are hedging their risk with increased investment in renewables. The world’s top 24 publicly-listed oil companies spent on average 1.3% of their total budgets on low carbon technology in 2018, amounting to $260 billion. That is double the 0.68% the same group had invested on average through the period of 2010 and 2017. The New Geopolitics of Energy: Battery Minerals
Low carbon technologies for the new energy era are also creating a demand for specific materials and new supply chains that can procure them. Renewable and low carbon technology will be mineral intensive, requiring many metals such as lithium, cobalt, graphite and nickel. These are key raw materials, and demand will only grow. Material
2018
2028
2018-2028 % Growth
Graphite anode in Batteries
170,000 tonnes
2.05M tonnes
1,106%
Lithium in batteries
150,000 tonnes
1.89M tonnes
1,160%
Nickel in batteries
82,000 tonnes
1.09M tonnes
1,229%
Cobalt in batteries
58,000 tonnes
320,000 tonnes
452%
(Source: Benchmark Minerals)
The cost of these materials is the largest factor in battery technology, and will determine whether battery supply chains succeed or fail.