Le lithium, une flambée en perspective?


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Agrandir Relecture du sujet : Le lithium, une flambée en perspective?

Re: Le lithium, une flambée en perspective?

par energy_isere » 22 nov. 2020, 10:43

Suite de ce post du 34 août 2020 http://www.oleocene.org/phpBB3/viewtopi ... 2#p2307862 au sujet du Chilien SQM

SQM veut augmenter fortement sa production de Lithium en 2021.
SQM pulls trigger on lithium growth in volume-over-price bet

Bloomberg News | November 19, 2020

Brine pools and processing areas of SQM’s lithium mine on the Atacama salt flat, the world’s second biggest. (Image courtesy of SQM)

SQM, the biggest lithium producer after Albemarle Corp., is moving ahead with plans to more than double capacity in a bet that accelerating electric-vehicle demand will tighten a currently oversupplied market for the battery metal.

Reporting lower-than-expected third-quarter earnings, the Santiago-based company said its board approved an expansion as part of a $1.3 billion investment plan through 2024. Signs from China indicate that prices may have bottomed out and will improve next year, Pablo Altimiras, head of lithium and iodine, said on a call with analysts.

SQM is looking past the current lithium supply glut that has pushed down prices. In what BMO Capital Markets calls a volume-over-price strategy, the company wants to grow its market share and capitalize on a recovery when demand growth outpaces supply of the key rechargeable battery ingredient as part of a global energy transformation.

Soc. Quimica & Minera de Chile SA, as the company is known formally, expects lithium sales of 60,000 metric tons this year to increase by 30% next year, it said in an earnings statement late Wednesday.

In terms of lithium carbonate capacity, SQM will expand to 120,000 tons from 70,000 tons by the end of next year, while its hydroxide capacity will increase to 21,500 tons. Its board approved taking carbonate to 180,000 tons and hydroxide to 30,000 tons by 2023. Right now, it’s producing at a rate of 75,000 tons a year.

As part of the investment plan through 2024, SQM will also boost mining capacity for iodine nitrates, develop a seawater pipeline and introduce sustainability measures to halve its use of brine and reduce water use by 40% by 2030.

The company’s shares rose as much as 2.3% in New York on Thursday, extending a year-to-date gain to 73%.
https://www.mining.com/web/sqm-pulls-tr ... price-bet/

Re: Le lithium, une flambée en perspective?

par energy_isere » 17 nov. 2020, 07:52

Encore du Lithium au Canada.
E3 Metals PEA outlines 20,000 t/y Alberta lithium project

Jackson Chen | November 16, 2020

E3 Metals (TSXV: ETMC) announced on Monday the results of a preliminary economic assessment (PEA) on its Clearwater lithium project, outlining an estimated production of 20,000 tonnes of battery-quality lithium hydroxide per year over a 20-year period.

The Clearwater resource area is located below surface in the depleted oil reservoirs of the Leduc Formation in south-central Alberta, which are full of lithium-enriched brine. The project area, totaling more than 250,000 acres, contains one of the largest lithium resources in the industry, E3 Metals says.

Over its project life, Clearwater would produce 400,000 tonnes of lithium hydroxide, leaving room for expansion across the resource area and in the adjacent Exshaw and Rocky resource areas.
https://www.mining.com/e3-metals-pea-ou ... n-alberta/

Re: Le lithium, une flambée en perspective?

par energy_isere » 08 nov. 2020, 15:15

Suite de ce post du 4 oct 2020 http://www.oleocene.org/phpBB3/viewtopi ... 8#p2310118 au sujet de Spearmint dans le lithium Clayton Valley.

Les forages de test s'annoncent bons et ils décident de faire 2 forages supplémentaires.
Spearmint finds visual clay in each hole drilled at Clayton Valley lithium prospects

MINING.COM Staff Writer | November 5, 2020

Spearmint Resources (CSE: SPMT) announced that it has encountered visual clay in each of the first six holes it has drilled at its Clayton Valley lithium prospects in Nevada.

Based on these results, the Canadian miner said it has decided to extend the drill program to two additional holes and has already received approval from the Bureau of Land Management to do so.

According to James Nelson, president of Spearmint, this is the most ambitious drill program the company has undertaken so far.

“We are very optimistic about what we have encountered to date. We eagerly look forward to the first rushed assays on this project,” Nelson said in a media statement.

“We feel that battery metals will have a strong resurgence in 2021, especially in light of the explosive growth of the EV sector globally in 2020. Not only has the massive boom started to fully take hold, but Elon Musk stated at the Tesla Battery Day on September 22, 2020, his desire to acquire lithium clay deposits in Nevada. These comments have put a large microscope on the few known lithium deposits in Nevada, of which Spearmint is the only company currently drilling into one of these known formations.”

The Clayton Valley prospects comprise two claim blocks known as the Elon property and the McGee property which cover an aggregate area of 1,160 acres and border Pure Energy Minerals & Cypress Development Corp.

In this area, previous Spearmint drill results have intersected lithium values as high as 1670 ppm Li.
https://www.mining.com/spearmint-finds- ... prospects/

Re: Le lithium, une flambée en perspective?

par energy_isere » 08 nov. 2020, 15:04

Prospect de Lithium au Nevada.
Le dépôt Bonnie Claire lithium.

Iconic encouraged by geochemical analysis at Nevada lithium project

MINING.COM Staff Writer | November 2, 2020

Iconic Minerals (TSXV: ICM) issued a media statement sharing positive results from sediment geochemical analysis from two core holes at the Bonnie Claire lithium deposit in Nevada.

According to the Vancouver-based miner, both drill holes contain intercepts of +1,000 ppm lithium and continue to show that results are consistent with those from prior drilling.

“Core hole BC2001C intersected 67 meters (220 feet) averaging 1209 ppm Li and contained a high of 1710 ppm Li. Core hole BC2002C contained a high of 1070 ppm Li,” the press release states. “Occasional lighter coloured sediments seen in the core may indicate some leaching of soluble elements is occurring.”

Bonnie Clare is located within Sarcobatus Valley, which is approximately 30 kilometres long and 20 kilometres wide. Quartz-rich volcanic tuffs that contain anomalous amounts of lithium, occur within and adjacent to the valley.
https://www.mining.com/iconic-minerals- ... m-project/

Re: Le lithium, une flambée en perspective?

par energy_isere » 08 nov. 2020, 13:39

Suite de ce post du 31 déc 2019, ou Nemaska Lithium avait fait faillite, http://www.oleocene.org/phpBB3/viewtopi ... 5#p2293715

Le tazunien Livent basé à Philadelphie en discussions pour acheter Nemaska en joint venture.
Livent est par ailleurs fournisseur de Lithium pour Tesla.
Livent in deal to buy Nemaska, extend Tesla contract

Reuters | November 5, 2020

Nemaska’s Whabouchi lithium deposit in Quebec’s James Bay region, 300 km northwest of Chibougamau. (Credit: Nemaska Lithium)

Livent Corp said on Thursday it would form a joint venture to buy Canada’s troubled Nemaska lithium project and it had extended its supply agreement for the electric vehicle battery metal with Tesla Inc through the end of 2021.

The company also posted lower-than-expected quarterly results, and its shares fell 3 percent to $11.50 in late trading.

The Nemaska deal would help Philadelphia-based Livent boost lithium production as demand is expected to soar later this decade with electric vehicles going mainstream. The company has been openly searching for lithium deals in the past year.

Livent is joining with metals financier The Pallinghurst Group to buy half of Quebec Lithium Partners, which was formed earlier this year after Nemaska filed for bankruptcy projection. State-owned corporation Investissement Quebec will own the other half of the company.

“Livent continues to focus on strengthening its competitive position so we can support our customers with their future needs,” Livent Chief Executive Paul Graves said in a statement.

The Nemaska deal is not without risk. Livent only operates one lithium project, a brine facility in northern Argentina where an expansion project was recently put on hold. The Quebec project is a spodumene hard rock mine, an area in which Livent has little operational experience.

Nemaska also was weighed down by the high expense of operating in frigid northern Quebec. In 2019, for example, Nemaska announced cost overruns of more than $300 million.

Also on Thursday, Livent posted a third-quarter net loss of $11.8 million, or 8 cents per share, compared with net income of $18 million, or 12 cents per share, in the year-ago period.

Excluding one-time items, Livent lost 5 cents per share. By that measure, analysts expected earnings of a penny per share, according to IBES data from Refinitiv.
https://www.mining.com/web/livent-in-de ... -contract/

Re: Le lithium, une flambée en perspective?

par energy_isere » 08 nov. 2020, 11:40

Suite de ce post du 2 fev 2020 http://www.oleocene.org/phpBB3/viewtopi ... 7#p2295387

Le chilien Codelco va pouvoir explorer le lithium du Salar de Maricunga de 145 km2 suite à l'approbation du régulateur environnemental.
Ils vont estimer la ressource en place et étudier la viabilité d'une extraction. Durée entre 6 et 10 mois.
Codelco to search for lithium at Chile’s second-largest salt flat

Cecilia Jamasmie | November 6, 2020

Chile’s state-owned Codelco, the world’s no.1 copper producer, will go ahead with plans to explore for lithium at the Maricunga salt flat, the country’s second largest in terms of reserves, after receiving the approval from local environmental regulators.

The exploration campaign, approved by the 10 members of the Environmental Assessment Commission of Atacama, where Maricunga is located, would begin in April 2021, Codelco said.

The copper giant plans to spend between six and 10 months on the field to determine concentrations of the battery metal on the 145 sq. km (90 square miles) area, estimate the size of the resource and identify necessary next steps, it said.

“Depending on the results, specifically on the concentrations of lithium dissolved in the brines of said mining properties, Codelco will define whether it is environmentally and economically viable to move on to the next stages of the project,” the company said in a statement.

The Santiago-based miner for years tried and failed to get into the lithium business, as plans to overhaul its aging copper mines took priority.

Regaining ground?

Chile holds some of the world’s largest reserves of lithium, a key ingredient in batteries for electric vehicles and high tech devices. But the nation’s output has barely budged in recent years, as constitutional restrictions reserving lithium production for the state have pushed investors to develop mines in Argentina and Australia instead.

Under a new lithium policy published in 2016, the Chilean government plans to boost lithium production by directing its state-owned mining companies to develop their claims over salt-flats in the arid north of the country.

In 2018, Codelco obtained special permits over the whole of the Salar de Maricunga and last year it entered talks with privately-owned Minera Salar Blanco to form a joint venture to mine claims held by both the companies in the area.

The Maricunga salt flat is far smaller than the vast Salar de Atacama (less than 5% Atacama’s size), where top lithium producers dominate.

SQM, the world’s second-largest lithium miner, also holds stakes in Maricunga.
https://www.mining.com/codelco-to-searc ... salt-flat/

Re: Le lithium, une flambée en perspective?

par energy_isere » 01 nov. 2020, 10:46

Le canadien Millenial met en service une ligne pilote de production de carbonate de Lithium au Salar de Pastos Grandes, Argentine.

Le bore est retiré du concentré.
Millennial commissions lithium carbonate pilot plant at Pastos Grandes

MINING.COM Staff Writer | October 28, 2020

Millennial Lithium announced that the commissioning of a lithium carbonate pilot plant at its flagship Pastos Grandes project in Argentina is underway.

In a press release, the Canadian miner said that the pilot plant, located adjacent to the Pastos Grandes salt flat, is a full flowsheet design for producing up to three tonnes per month of battery-grade lithium carbonate.

Pastos Grandes project. (Image courtesy of Millennial Lithium).

According to Millenial, pilot ponds filled with brine pumped from the central part of the project and in operation since late 2018, are at the required concentration to provide lithium-rich brine concentrate to the pilot plant

“Despite covid-19 restrictions and minor delays, the Millennial team has advanced the lithium concentration ponds and the pilot plant to the production stage. Evaporation ponds have been concentrating lithium and plant feed,” Farhad Abasov, the company’s president and CEO, said in the media brief.

“The first stage of the plant, the Solvent Extraction (SX) unit to remove boron, has been installed and tested. The first output of battery-grade lithium carbonate is planned for Q4-2020 marking another significant milestone for the company.”

Abasov said that, at present, the pilot plant is being fed with concentrated lithium-rich brine from the smaller feeder ponds which had reached a grade of 2.7% Li, and expected to reach the target 3% Li with naturally reduced impurities by the time the full flow sheet is commissioned.

Located in northwestern Argentina, Pastos Grandes covers over 12,619 hectares. To date, Millennial has invested more than C$40 million in exploration and development work on the property, which includes 22 completed exploration/monitoring wells, four pumping test production wells, pilot ponds, the pilot plant as well as a year-round camp supported by a hybrid solar power system.
https://www.mining.com/millennial-lithi ... s-project/

Re: Le lithium, une flambée en perspective?

par energy_isere » 23 oct. 2020, 23:16

Suite de ce post du 11 juillet 2020 http://www.oleocene.org/phpBB3/viewtopi ... 0#p2306670
Mali : Goulamina fait partie des plus grands actifs de lithium de haute qualité à travers le monde

Agence Ecofin 20 oct 2020

Le projet malien Goulamina n’a rien à envier aux plus grands actifs de lithium exploités dans le monde. Selon l’étude de faisabilité définitive publiée par Mali Lithium, il peut livrer près de 450 000 t/an de concentré de lithium avec à la clé des revenus de plusieurs milliards de dollars.

La compagnie minière Mali Lithium Limited (MLL) a publié le 20 octobre, les résultats de l’étude de faisabilité définitive pour son projet de lithium Goulamina au Mali. Selon l’évaluation, la future mine a la capacité de produire annuellement 436 000 tonnes de concentré de spodumène pendant 23 ans au moins.

Pour concrétiser ce potentiel, MLL devra débourser un total de 194 millions $, récupérables en 2 ans. Notons que les avantages financiers du projet sont tout aussi intéressants avec des revenus estimés à 524 millions $ rien que pour les deux premières années d’exploitation. Sur la durée de vie de la mine, les revenus totaux devraient atteindre 6,67 milliards $, avec un EBITDA annuel de 158 millions $ durant les cinq premières années.

« Goulamina exige une attention particulière et nous examinerons les options pour y parvenir. Nous sommes conscients des conditions actuelles du marché du lithium et, compte tenu de la qualité du projet, nous serons patients pour veiller à ce que le rendement pour les actionnaires soit maximisé », a commenté le président exécutif de la compagnie, Alistair Cowden.

Rappelons qu’une récente mise à jour a estimé à 108,5 millions de tonnes titrant 1,45 % de Li2O, les ressources minérales de Goulamina, et à 52 millions de tonnes les réserves prouvées et probables. La compagnie, qui compte désormais s’appeler « FireFinch », va maintenant s’atteler à boucler le financement du projet afin de démarrer les travaux de construction.
https://www.agenceecofin.com/metaux/201 ... s-le-monde

Re: Le lithium, une flambée en perspective?

par energy_isere » 18 oct. 2020, 11:34

Suite de ce post du 20 oct 2019 viewtopic.php?p=2290297#p2290297

Le Lithium du Salton Sea en Californie.
A plan for 'Lithium Valley' begins to take shape

By Katie Fehrenbacher October 14, 2020

That would be the valuable lithium that lies beneath the ground in the geothermal brines of the Salton Sea. If you haven't heard of it, the Salton Sea is a 350-square-mile, shrinking lake that's a looming ecological disaster located a couple dozen miles south of Joshua Tree National Park.

Lithium is one of a couple of critical ingredients that make up today's lithium-ion batteries, which power electric cars, as well as our laptops and cell phones. A group of investors, policymakers, startups and energy providers are hoping to build a domestic battery manufacturing, mining and innovation hub around the Salton Sea's lithium, coined "Lithium Valley."

According to a new report out last week from the nonprofit accelerator group New Energy Nexus, a domestic battery supply chain anchored at the Salton Sea could generate billions of dollars and thousands of jobs for the disadvantaged Imperial Valley. These types of local jobs and resources are even more important in the wake of one of the state's most severe COVID-19 outbreaks this summer.
https://www.greenbiz.com/article/plan-l ... take-shape

Re: Le lithium, une flambée en perspective?

par energy_isere » 18 oct. 2020, 11:27

Du Lithium en Turquie.
Une usine pilote de 10 tonnes par an va être construite.
Turkey to kickstart 1st lithium production plant in Eskişehir

OCT 13, 2020

Turkey is set to begin producing lithium for the first time in a plant currently under construction in the central province of Eskişehir, the country’s energy and natural resources minister announced.

“We will start the production of lithium in Turkey for the first time with the plant of which construction began this year,” Fatih Dönmez told reporters on the sidelines of a visit to Eti Maden Technology Development Center on Monday.

The element is used in cell and battery technologies.

Turkey's inroad in lithium production will start on a small scale of 10 tons per year, but this is expected to rise to nearly 500 tons in the next two to three years, according to Dönmez.

Given that Turkey currently imports nearly 1,200 tons of lithium annually, it represents a considerable volume in domestic production and in import savings, which Dönmez said are more expensive.

In a later tweet, Dönmez said the country would start local production of lithium by the end of the year.

“We have started the boron lithium production attack. Domestic-made lithium will be used in the batteries of electric cars, phones and tablets. We will start production at the end of the year,” the minister said.
https://www.google.com/amp/s/www.dailys ... isehir/amp

Ça a l'air d'être co-produit avec du bore.

Re: Le lithium, une flambée en perspective?

par energy_isere » 04 oct. 2020, 13:25

Suite de ce post du 28 juin 2020

Seconde campagne de forage exploratoire pour Spearmint dans la Clayton Valley.
Spearmint starts drilling at Clayton Valley lithium project

MINING.COM Staff Writer | October 1, 2020

Spearmint Resources announced that it has started drilling on its Clayton Valley lithium claystone project in Nevada.

In a press release, the miner said this drill program will follow up on the past success of its initial drill program targeting clay that returned grades as high 1670 ppm. The campaign is also expected to be multi-hole and more robust and may give Spearmint the ability to delineate a potential resource on its portion of the clay deposit that they share with Cypress Development Corp.

“This deposit is one of the select few clay deposits that exist in Nevada of which Tesla has publicly stated they covet,” James Nelson, Spearmint’s president, said in the media brief.

“There have been a lot of discussions recently regarding Tesla and what Elon Musk said about wanting to acquire Nevada lithium clay projects at the Tesla Battery Day held September 22, 2020, and their overwhelming need to secure domestic lithium deposits to feed their Gigafactory.”

The Clayton Valley lithium prospects are comprised of two separate claim blocks known as the Elon property and the McGee property which cover an aggregate area of 1,160 acres. The two blocks border Pure Energy Minerals’ Clayton Valley project and Cypress Development Corp’s property.

According to Spearmint, historic and recent drill programs in adjacent and nearby properties are suggestive of the potential for the discovery of lithium-bearing brines.
https://www.mining.com/spearmint-kicks- ... m-project/

Re: Le lithium, une flambée en perspective?

par energy_isere » 04 oct. 2020, 11:30

J'avais jamais entendu parler de ça, il y a des ressources en Lithium de spodumene en Caroline du Nord.
Piedmont Lithium signe un accord commercial de 5 ans avec Tesla pour leur fournir du concentré de Lithium de spodumene.
Piedmont Lithium strikes sales deal with Tesla

Sept 28, 2020

Piedmont Lithium Limited has struck a sales agreement with Tesla to supply spodumene concentrate (SC6) from Piedmont’s North Carolina deposit.

The Agreement is for an initial five-year term on a fixed-price binding purchase commitment from the delivery of first product, and may be extended by mutual agreement for a second five-year term, and follows the electric vehicle maker's announcement last week that it plans to mine its own lithium for EV batteries as it seeks to ramp up production at its Nevada Gigafactory.

The deal covers a fixed commitment for approximately one-third of Piedmont’s planned SC6 production of 160,000 tonnes per annum for the initial term as well as an additional quantity to be delivered at Tesla’s option. SC6 sales are expected to generate between 10-20 percent of Piedmont’s total revenues from its proposed integrated mine-to-hydroxide project for the term. The Agreement is conditional upon Tesla and Piedmont agreeing to a start date for spodumene concentrate deliveries between July 2022 and July 2023 based on the development schedules of both parties.

Keith D. Phillips, President and Chief Executive Officer, commented: “We are excited to be working with Tesla, which represents the start of the first US domestic lithium supply chain and a disruption to the current value chain. The Agreement highlights the strategic importance of Piedmont’s unique American spodumene deposit and confirms the trend toward spodumene as the preferred feedstock for the lithium hydroxide required in high-nickel batteries.

Piedmont plans to extract lithium from mineral deposits in Gaston County, 25 miles west of Charlotte, in what geologists call the 'Carolina Tin-Spodumene Belt'.

“We will now accelerate our mine/concentrator development to support Tesla’s plans, work to further expand our mineral resources, and potentially increase our planned annual spodumene concentrate production capacity. We will simultaneously be advancing our plans to produce lithium hydroxide in North Carolina, using a combination of internally produced spodumene concentrate as well as material sourced from other producers around the world.”

Piedmont confirms that all material assumptions underpinning the results of its previously announced integrated scoping study continue to apply and have not materially changed, including Benchmark Mineral Intelligence pricing and tonnes per annum assumptions.
https://www.miningglobal.com/supply-cha ... s-sales-de

Sur le site de Piedmont Lithium

Re: Le lithium, une flambée en perspective?

par energy_isere » 04 oct. 2020, 11:07

Il y a un projet de mine de Lithium en Allemagne. A 35 km de Dresde.

Bacanora plans to sell 50% stake in German lithium project to Erris

1 October 2020

Lithium development and exploration company Bacanora Lithium has announced its plans to divest its 50% stake in Germany’s Zinnwald lithium project in exchange for a majority stake in Erris Resources.

The Zinnwald project is Deutsche Lithium’s main asset. It is located in southeast Germany, about 35km from Dresden.
https://www.mining-technology.com/news/ ... m-project/

Decription du projet sur le site de Bacanora Lithium

https://www.bacanoralithium.com/project ... d-lithium/

Description du projet sur le Site NS Energy
https://www.nsenergybusiness.com/projec ... m-project/

Le projet serait une mine souterraine.

Re: Le lithium, une flambée en perspective?

par kercoz » 30 sept. 2020, 23:16

Sur Médiapart:
https://blogs.mediapart.fr/tenk/blog/29 ... la-planete

5G: «Oro Blanco» montre que l'exploitation actuelle du lithium épuise déjà la planète

29 sept. 2020 Par Tënk Blog : TËNK

«Oro Blanco» est d'une brûlante actualité. À l'heure où certains affirment que la 5G pourrait sauver des vies via la télémédecine par exemple, une chose est sûre; des écosystèmes, eux, sont en train de mourir pour pouvoir nous fournir des batteries toujours plus performantes. Prouvant si besoin est que la notion de progrès est toujours relative à celui qui l'invoque comme argument d'autorité.

Re: Le lithium, une flambée en perspective?

par energy_isere » 27 sept. 2020, 11:50

Ça va pas être si simple pour Tesla dans la Clayton Valley, bien évidemment :
Tesla’s lithium plan faces stark obstacles

Reuters | September 24, 2020

Tesla’s plan to produce lithium for electric vehicle batteries close to its Nevada Gigafactory faces stark challenges from the outset, including an onerous permitting process, uncertain access to water and questions about unproven methodologies.

Chief Executive Officer Elon Musk told shareholders on Tuesday Tesla has secured rights to 10,000 acres in Nevada where it aims to produce lithium from clay deposits using a process developed internally.

The move would make Tesla the first company in the world to commercially produce the white metal from clay. Lithium is produced either from brine, commonly found in South America, or spodumene hard rock, usually in Australia.

In Nevada, Tesla plans to mix clay with table salt and then add water, which it says causes a reaction where the salt would leach out with lithium, which can then be extracted. The leftover clay would be put back in the earth to mitigate environmental damage.

“It’s a very sustainable way of obtaining lithium,” said Musk, who did not say where in Nevada the company had obtained the lithium rights or whether development has started.

The plan drew backlash almost immediately, with critics describing Musk’s plan as too simplistic and light on details. Returning rock to the earth after minerals are extracted, for instance, is already common industry practice through the use of tailings dams.

“This plan from Tesla brings up a lot more questions than it answers,” said Chris Berry, an independent lithium industry consultant. “Are we just supposed to take Elon Musk’s word for it that the cost will be lower than existing lithium projects?”

Palo Alto, Calif.-based Tesla did not immediately respond to a request for comment.

Nevada already has several lithium clay projects under development, including one from Lithium Americas that has been seeking federal permit approval for more than a decade and another from ioneer Ltd.

Lithium Americas has said it is confident it can successfully extract lithium from clay through a process that involves acid leaching. Tesla said its process won’t involve acid, fueling further questions.

“If producing lithium in commercial amounts at battery quality grades from clay was feasible, why isn’t it already being done?” said Berry.

Any lithium project from Tesla would require an intensive application process for necessary permits that could stretch on for years.

“Mining lithium is very challenging,” said Pedro Palandrani of the Global X Lithium & Battery Technology ETF LIT.P, which holds shares in Tesla and lithium producers. “If Tesla really wants to fly solo, we’re talking about four to five years to really see any kind of lithium production.”

Tesla’s plan also would likely require substantial amounts of water, forcing the company to battle with cattle ranchers for access to underground reservoirs in the arid state.

Albemarle Corp operated the only existing U.S. lithium mine at a site roughly 200 miles (322 km) north of Las Vegas until it shut it down last month.

Operational since the late 1960s, the site produced less than 5,000 tonnes of lithium per year, a relatively small amount and far less than Tesla would need.
https://www.mining.com/web/teslas-lithi ... obstacles/