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Thu Aug 25, 2022 KW Excerpt: Kaiser Watch August 25, 2022: Brunswick Exploration Inc (BRW-V) Publisher: Kaiser Research Online Author: Copyright 2023 John A. Kaiser
(0:09:27): How is Lithium Mania 2.0 doing in the current resource sector bear market?
Although lithium enriched pegmatites occur around the world, one region blessed with water, a bounty of pegmatites that have only been cursorily explored due to historically low demand for lithium, a well-trained exploration culture, and provincial governments eager to support downstream processing capacity such as refineries that convert lithium concentrates into the battery grade lithium hydroxide required by battery-makers, is eastern Canada. In my June 12, 2022 MIF presentation, Lithium Dawn or Twilight's Last Gleam, I made the case that Lithium Mania 2.0 will be driven by an exploration boom for lithium enriched pegmatites in eastern Canada that will rival the Canadian diamond exploration boom of the 1990s. This exploration-development boom has to get underway right now in order for sufficient lithium mine supply to be on stream by 2030. This means that 2023-2026 will be an intense period for Lithium Mania 2.0 as advanced projects in Australia and the Lithium Triangle are put into production while new, open-pittable pegmatite deposits grading 1%+ Li2O are discovered and delineated. For KRO members only I have launched the KRO Lithium Resources Center which features publicly listed companies with a primary focus on lithium exploration and mine development. The Lithium Supply Center serves as a gateway for additional information information. The Lithium Conversion Tools report contains a Rock Value Matrix which makes it easy to eyeball the value of a tonne of ore based on the lithium grade when presented as lithium oxide (Li2O) and a range of lithium carbonate prices. I've included a snapshot of the rock value cheat sheet below. The MIF presentation is embedded below but you can also visit KMW Blog June 18, 2022 to access the presentation pdf as well as the presentations and interviews for Brunswick Exploration and Avalon Advanced Materials for excellent coverage of the lithium space by Bob Wares and Don Bubar. The lithium part of this KW episode was inspired by news tha California is banning the sale of new gasoline cars by 2035. If this is to become reality the world needs ten time more lithium production than we currently have.
The 3 Lithium Booms during the past decade
Rio Tinto's Lithium Demand Projection if EV replaces ICE Fleet by 2035-2040
Current & Potential Brine Sourced Lithium Supply
Current & Potential Bedrock Sourced Lithium Supply
Imagine another 10-fold growth by 2035
Known Lithium enriched Pegmatites in Quebec
Use a formula to calculate the rock value of a lithium assay or use the Lithium Rock Value Matrix
Cheat Sheet for eyeballing Rock Value of reported bedrock assay grade
Patriot Battery's Corvette already commands a $700 million IPV without even a resource estimate
What will it take for Brunswick's $50 million IPV to expand 10-fold?