PACIFIC COAST ENERGY AND MINERALS, LLC
Pacific Coast Minerals and Industry News
Mr. Nathan Myers and Mr. Steven Reynolds inspecting a mine site.
 
THIS IRON MOUNTAIN LOOKS MORE LIKE A MOLE HILL

(Bloomberg Opinion) — The global iron ore market is quivering in the shadow of a mountain of rust building up in China. Investors should put that in a bit of perspective.

Since the end of 2015, the inventory of iron ore at Chinese ports and tracked by consultancy Shanghai Steelhome Information Technology Co. has roughly doubled, from 80 million metric tons to about 160 million tons. Even compared to the period in 2011 and 2012 when the market was running red-hot, the stockpile is up by 50 percent or so.

That looks like bad news for the state of Chinese steel production and ore demand: If all that ore is sitting around unused, surely consumption at steel mills must be headed for a fall?

Start breaking down what’s actually in those piles of oxidized iron, though, and the numbers look much more manageable.

First of all, you need to compare the absolute volumes to the amount being imported. Chinese iron-ore imports have risen by almost half over the past five years. If the nation’s steel industry consistently stockpiles about 0.5 percent of imports, the quantity left in inventories will increase by an equivalent amount.

Sure enough, if you compare the monthly change in iron-ore stockpiles to the volumes imported, you end up with a chart that’s nearly flat:

Nearly, but not quite. The period up to mid-2015 showed regular interludes where inventories fell, with a tendency toward destocking in some years and only gradual restocking in others. Since then, there’s been a more consistent build: In 2016, on average about 0.2 percent of imports were diverted into stockpiles, rising to 0.3 percent in 2017 and 0.5 percent so far this year.

That suggests there’s something else going on.

One factor is probably China’s growing import-dependence. Ore imports aren’t just going up because China’s producing more steel: They’re rising because it’s producing less iron ore as well. Assuming that domestic ore grades are unchanged,  there’s about six million tons a month less elemental iron being produced from local pits relative to where we were in 2015, suggesting that around 10 million tons of the import total is needed just to supplement declining Chinese output.

Another factor is pollution. Beijing sits in the middle of the country’s metal belt, concentrated on the province of Hebei that encircles the capital and produces about a quarter of the country’s crude steel.

The winter just ended has been the first in many that didn’t see a dramatic spike in Beijing’s particulate pollution. Part of that is the general decline in industrial activity to meet government anti-pollution mandates – but there’s another way that it’s affected stockpiles, according to Lachlan Shaw, a Melbourne-based commodities strategist at UBS Group AG.

Stockpiled iron-ore imports are mostly a gritty material known as fines. Iron ore producers spend considerable sums spraying these with water and other additives to stop them being converted into inhalable dust, and Chinese steel mills faced by tightening pollution rules have a similar problem. One solution is to concentrate inventory in the small number of port stockyards, rather than the myriad mills scattered throughout the country.

Blending of different grades of ore to produce the right mixes to feed into blast furnaces – another messy, polluting activity – is likewise moving toward ports, where the greater volumes being processed allow particulates to be controlled more consistently.

Put together, those factors probably account for about 30 million tons to 40 million tons of the 160 million ton port inventory, according to Shaw – enough, when combined with the change in volumes, to make the mountain all but go away.

There’s a further issue to consider, too.

China’s Dalian Commodity Exchange earlier this month opened its iron ore contract to international investors. The contract is a physically delivered one, meaning that a trader with a 10,000-ton long position needs to be able to actually receive that amount of ore somewhere if they’re still holding the contract at the end of the month.

That means rising open interest in futures contracts should put upward pressure on port stockpiles. Assuming more international traders start participating in the market, the ability to fulfil contracts and keep trading will depend increasingly on the availability of deliverable ore in bonded warehouses connected to the Dalian exchange. Ensuring liquidity in the futures market will require a pile of ore separate from the existing iron mountains that steel mills use to manage their own needs.

There are reasons to fret about the future of iron ore prices. (Will Vale SA flood the market? Will China’s credit-fueled construction boom grind to a halt?) But ore stockpiling isn’t one of them. From the right angle, this mountain looks more like a molehill.





Iron ore exports may be canalised, not banned
   
   
   

Business Standard
   
   
   

To monitor iron ore exports, a cause of illegal mining, the government plans to canalise exports of the mineral. Notably, the Centre-appointed MB Shah Commission has, in its interim report, pitched for a pan-India blanket ban on exports as a measure to ...
See all stories on this topic »
A year on, few takers for iron ore contracts
mydigitalfc.com
By Ritwik Mukherjee Dec 18 2011 Almost a year ago on January 29, India's leading metal and energy exchange, Multi Commodity Exchange of India (MCX), commenced trading in the world's first iron ore futures contract amid much hype and expectations. ...
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Ambar Timblo | Goa's ores are suited for exports
Livemint
Keeping check: Timblo says it is virtually impossible to evade royalty in Goa because all the iron ore moves for export through the two ports and because of the many checkposts en route. (Photographs by Abhijit Bhatlekar/Mint) Timblo, 35, ...
See all stories on this topic »
   
   
   
Commodities to weather storms

Gulf Times
By Rebekah Kebede and James Regan/Perth/Sydney Australia's commodities sector is bracing for another active cyclone season, but unlike last year, prices of key exports such as iron ore, coal and sugar may show little reaction as Europe's economic ...
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Sishen ruling 'is good for mining'
Independent Online
Picture: Sizwe Ndingane The NORTH Gauteng High Court judgment, setting aside the award of a prospecting permit over a portion of the Sishen iron ore mine to a politically connected company, has positive implications for the security of tenure of mining ...
See all stories on this topic »

The Economy: Trade Weakens, Home Loans OK
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   

International Business Times AU
That saw global prices for commodities such as iron ore, coal, copper and nickel fall sharply in October, aided by a surge in fears about the eurozone. That weakness has continued into this month, though at a reduced level. And even though the trade ...
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Mining For Jobs In The Badger State
Ashland Current
While the last iron ore mine in the state closed years ago, there is great supply of the mineral in northern Wisconsin and high demand for it. Extending from Iron to Ashland County, the Penokee Range is home to one of the largest iron oredeposits in ...
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Spot iron ore prices continue to weaken
Steel Business Briefing (subscription)
Seaborne iron ore prices continued to slip on Friday due to continued less-than-buoyant interest from Chinese steelmakers who remained bearish. The Platts 62% Fe assessment fell $1.75/dry metric tonne to $133.5/dmt CFR North China. Iron ore spot prices ...
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MMX has certified iron ore reserves of 1bn t at Serra Azul
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   

Steel Business Briefing (subscription)
For the first time, Brazilian miner MMX has disclosed the size of certified reserves at its Serra Azul project, with the firm revealing the unit contains 997.4m tonnes ofiron ore with an average Fe content of 36.3%, Steel Business Briefing learns. ...
See all stories on this topic »
Woes become a test of metal
NEWS.com.au
China Nonferrous Metals Industry Association deputy secretary-general Wang Huajun told a forum in Shanghai that prices for non-iron ore metals would be lower in 2012 than they had been this year. "Metal demand in China may grow at a slower pace in 2012 ...
See all stories on this topic »
Mining Afghanistan
ABC Online
The forbidding mountains of Afghanistan contain vast resources of iron ore, copper, gold, lithium and more, and the international media, like CNN, is being shown around the prime sites. Jill Dougherty, CNN (archival): As we lifted off from Bamyan in ...
See all stories on this topic »
Nordic Iron granted mining concession for Håksberg
Steel Business Briefing (subscription)
Swedish iron ore explorer Nordic Iron has been granted a mining concession for its Håksberg field in Ludvika, the company tells Steel Business Briefing. The field contains 12m tonnes of indicated and 25m t of inferred resources with an average Fe grade ...
See all stories on this topic »
Mongolia-focused mining company holds IPO
M.A.D
The Australian company FeOre LLC, which is exploring for iron ore in Mongolia, held an initial public offering (IPO) on the Australian Stock Exchange on December 15. The IPO raised USD 35 million, with 140 million shares selling for 25 cents ...
See all stories on this topic »
Preservation law threatens CSN's Brazilian ore projects
Steel Business Briefing (subscription)
Potential new legislation to preserve the historical heritage of Serra Casa de Pedra – where some of CSN's iron ore assets are located – could slow the steelmaker's expansion plans, local officials tell Steel Business Briefing. ...
See all stories on this topic »
LD PORT 2 LAST
IBNLive.com
It provided handling facilities with a discharge rate of 60000 MT per day of coal and load rate of 100000 MT per day of iron ore. The port has a deep draught of 17.5 metre which can handle cape size vessels upto 180000 DWT capacity. ...
See all stories on this topic »
Potential gains and potential losses with Copper
UB Post
Now, Mongolia generates high revenue from the exportation of coal, iron ore and other precious metals. Recently, the income from coal export doubled copper concentration export earnings. However, copper is still the main source of the budget revenue. ...
See all stories on this topic »
Orica to build explosives plant in Plbra
Business Spectator
According to the newspaper, Orica is in exclusive discussions with Apache on the project in a bid to capitalise on the iron ore boom in the region. The deal is conditional on Norwegian chemicals group Yara International declining to exercise its rights ...
See all stories on this topic »
We will be strong globally: CS Verma
The Hindu
Today, India's iron ore reserves stand at 4 billion tonnes and we are self-sufficient. But in terms of coking coal, we have to import a large quantity. So, now the effort is to secure that also. We have an ambitious expansion-cum-modernisation plan of ...
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The Hindu
   
   
   
   
   
   
   
   
   
BREAKFAST DEALS: CSR shotgun
Business Spectator
Iron ore miner Atlas Iron has sold its Balla Balla magnetite project in Western Australia for $40 million to Forge Resources. And Radhika Oswal, the wife of India's Pankaj Oswal, has been unable to prevent ANZ Bank from selling her 35 per cent stake in ...
See all stories on this topic »
Oceanic Iron Ore Corp grants stock options
SteelGuru
Oceanic Iron Ore Corp reports that pursuant to the Company Stock Option Plan a total of 3625000 stock options have been granted to directors and officers, employees and consultants of the Company. The options are exercisable at an exercise price of USD ...
See all stories on this topic »
Bellary mining ban, a boon for coffee planters
Hindu Business Line
Several hundreds of the mining labourers from Bellary – who were rendered jobless in the aftermath of Supreme Court ban on iron oremining – have migrated to the hilly tracts of Chikmagalur, Coorg and Hassan districts. These key regions account for 70 ...
See all stories on this topic »

Hindu Business Line
ClucasGray's eight Christmas stocking shares
Moneyweb.co.za
In addition he is looking forward to a pay day from the $10bn investment in the Minas Rio iron ore project in Brazil scheduled to come on stream late in 2013. Anglo remains pretty convinced albeit the outlook for iron ore seeing demand growth of as ...
See all stories on this topic »
Corruption mars Goa's 50th liberation anniversary
IBNLive.com
Mining today defines the political economy of the state. A spike in demand for low grade iron-ore resulted in a surge in illegal mining. Of the 55 million tonnes of ore exported last year, 35 million was extracted illegally. Local activists though have ...
See all stories on this topic »
Minas Gerais approves controversial new $1.20/t mining tax
Steel Business Briefing (subscription)
Legislators in state capital Belo Horizonte gave the green light to proposals that will see a $R2.18/tonne (US$1.20/t) "inspection tax" charged on all minerals extracted in the state, including iron ore and copper. As previously reported by Steel ...
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Mining Now Employing 100000 People in WA
Azomining
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   

He added that the state will need more engineers and electrical contractors due to the huge construction activities that the iron ore projects in the Pilbara region need. Mr Callachor said that with expansion of projects in the south west and the ...
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Dhamra port dedicated to nation
IBNLive.com
The present capacity of Dhamra Port is 12 MT per annum for import of coal and limestone and 6.50 million tonnes per annum for export of iron ore, port officials said. "The country's existing port handling capacity is one billion tonne and it has to be ...
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Weekly Guru Bargains Highlights: NXY, FTR, CLF, MTW, HFC
GuruFocus.com
Cliffs Natural Resources, formerly Cleveland-Cliffs Inc, is an international mining company, a producer of iron ore pellets in North America and a supplier of metallurgical coal to the global steelmaking industry. Cliffs Natural Resources has a market ...
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Trafigura profits soar above $1bn
Financial Times
It said it traded 2.3m barrels of oil a day, up 15 per cent from last year, and 11m tonnes of base metals, up 26 per cent, and expanded in coal and iron ore. The company said that its operating profit surged to $1.25bn, up 141 per cent from $518m the ...
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Financial Times

  

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Pacific Coast Minerals USA, LLC discovers two Lithium mines.

January 12, 2010. Pacific Coast Minerals reported on January 12 that two large lithium mines were 

discovered nearby Autlan, Jalisco in Mexico, which estimated deposit scope range is over 545 

kilometers, and estimated reserves while still being determined could exceed 200 million tons of

 lithium on average per four meter depth. It is expected that the first plant of this mine will be put

 into the production at the end of 2011, with 60,000 - 150,000 tons of yearly production.

.

The mines are estimated to have a 10 decade life. The United States, China other countries have 

showed great interest in the discovery especially since it is estimated that Lithium will be the new 

oil of the coming century. At present, only 11 countries all over the world produce lithium, and 

another 3 countries have discover lithium mines but they have not started production. The world

 largest lithium producing area is Chile, and its yearly lithium products account for 84% of the global

 market.


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THE THIRD ELEMENT - A NEW FUEL

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"A wonder that may save the planet" ~ The Battle for the 3rd Element.

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The Third Element could soon siphon off $10.4 trillon in oil revenues and replace 148 billion barrels of black gold. The USA 

government is quietly spending billions to control this rare substance as a matter of national and economic security. Early investors 

could turn every $10,000 into $294,000.

.

Dear Reader, the key to the world's energy needs for the next 50 years. Lies under a windswept sea of sand 50 times drier than Death 

Valley. Here, on an arid plain in South America, you'll find millions of tons of a rare element. One that's capable of replacing 148 billion

 barrels of oil worth $10.4 trillion or more.

.

This wonder element has become the most sought -after and fought- over commodity on the planet. All the biggest oil consuming 

countries are scrambling, shoving each otherout of the way to claim their stake. Including the USA Government. China announced 

plans to jack up production 461% by 2011. An Australian company recently agreed to produce 17,000 tons of this wonder substance 

in China's Jiangsu province.

.

The Obama administration has earmarked a whopping $25 billion -an increase of 6,250 times over previous expenditures- to develop

 refined supplies of this super green fuel. And yet, few investors outside a small circle know the magnitude of what's about to happen 

on this remote patch of earth, hundreds of miles from any major city.

.

To give you a picture, the riches buried in this harsh land could create 3 TIMES the wealth oil will produce in the next five years. 

Even after oil shoots back to $147 a barrel! Over the next ten years, this mother lode could generate 6 TIMES the money oil will 

produce. Even if oil passes the $200 landmark. A critical battle has broken out across the globe to gain control of as much of this

 precious resource as humanly possible.

.

And you're about to discover the one company that holds the key to this whole opportunity. Early estimates indicate as much as 

2,840% gains for investors who get in right now -before worldwide demand really heats up.

.

By the time you finish reading this letter, you'll know how you could become one of them. Let's get right to the details. A worldwide 

battle to control this wonder substance from the Australian outback to the wilds of northern Tibet, from deep in thevast deserts of 

Nevada to the arid flats of South America. The world's biggest players are wasting no time staking their claims to control the "Third 

Element". Just look at the first steps being taken in this race: Korea and Japan are collecting over 150,000 tons of potential reserves

 in Western Australia. The USA Government recently doled out $8 billion (the first step in a $25 billion loan program) to gear up 

production in the USA.

.

China just laid out $429 million to build the country's largest refinery on the Yangtze River, even as they send troops into Tibet to 

lock up new reserves. Warren Buffett recently took a multi million dollar stake in a company that processes the "Third Element" into 

refined fuel. His investment has tripled invalue in the last six months.

.

The United Arab Emirates, the world's third largest oil exporter, just announced a 40% stake in a company developing the 

technology to use the "Third Element" as a fuel source. The biggest oil producers know this technological shift could determine the 

fate of their countries. And these are just the opening moves.

.

Limited Supply vs. Unlimited Demand. Projected demand for this wonder fuel already exceeds production by 16 times. Meridian 

International Research says annual worldwide global demand could explode 6 times more than current production. Prices are 

shooting sky high Madison Avenue Research has learned from various sources that prices for this fuel rose nearly 100% last year. 

And most of it's being bought from one small company, and this supply / demand mismatch has already doubled prices on the 

"Third Element" in just one year.

.

No wonder the major energy players are scrambling to lock up supplies from Governments to big industry worldwide and all 

this is happening as exploding demand has the potential to drive prices up 100% in 12 short months and very likely over 400% in the 

next 36 months.

.

The boom is literally just getting started and here's the good news for investors in the know. One tiny company has already won the 

battle to control the world's next megaenergy source, but what is the "Third Element" exactly? I'll tell you: the mad rush for the 

"Third Element" It's used in everything from medicines to nuclear bombs. It's the lightest metal in the universe. Its extreme 

flammability makes it one of the most compact and powerful fuels and as with oil, there's not enough of it to go around. You see, 

this element is found only in certain places on earth. And its location and form can make it extremely costly to mine and refine. I'm

 talking about lithium, the third element on the periodic table. Until recently, lithium was a minor commodity used in glass and 

mood stabilizing drugs. But then along came lithium-ion batteries.

.

Suddenly, lithium demand went through the roof! As Forbes magazine noted last year when Blackberries and iPods exploded on 

the scene, demand for lithium-carbonate, the refined form used in batteries, doubled from 2003 to 2007. Lithium's ultralight 

weight and volatility make it the perfect fuel for powering batteries of every size. Lithium-ion batteries are lighter, smaller, and 

pack more power than conventional batteries, so they're perfect for cell phones and laptops. Lithium Now Powers Billions of Cell 

Phones and Laptops. Lithium ion (Li-Ion) batteries have quickly become the most widely utilized battery chemistry in today's 

portable electronic devices such as laptops, cell phones, and PDAs. Because of high energy density, light weight, and construction 

flexibility, Li-Ion and Li-Ion polymer have for the most part replaced nickel rechargeable batteries...

.

All top battery manufacturers have since introduced next generation Li-Ion cells that are more powerful... Frost & sullivan but if this 

was just about small electronics, I wouldn't be writing to you today. The electric car revolution starts now and happened to lithium 

demand with consumer electronics is nothing compared to what's about to happen in 2010.

.

As Forbes announced, "The gas engine made petroleum the world's biggest commodity. The electric car could do the same for the third

 element." There's little doubt that lithium is about to become the "next oil" and fast. It's already on track to replace up to 148 billion 

barrels of oil or more and what oil did for early investors lithium could do for early investors. You see, lithium-ion batteries are on the

 cusp of powering the hybrid and electric car revolution and revolution is not too strong a word for it.

.

While countless major automakers are tailoring future fleets based on lithium powered motors, no automaker is betting more on 

lithium than General Motors. GM is counting on lithium-ion batteries to power its new electric hybridcar, the Chevy Volt, starting in 

2010. And nothing less than GM's rebirth as a company is at stake.

.

The Volt's battery pack delivers three times as much energy per pound as the nickel-metal based batteries in the Japanese hybrids. 

They are so advanced, they have their own computer controls and heating and cooling equipment. But here's what will really get 

OPEC's attention. The Volt will cruise for up to 40 miles without touching even a drop of gas. Now, that 40 mile range is no 

coincidence (it's the average distance 75% of Americans travel on their daily commute) after 40 miles, an on board internal 

combustion engine recharges the batteries. It's expected to get 230 mpg in the city and give the Volt a 640 mile range on a 

single tank. In short, the Volt will average approximately100 miles per gallon of gas.

.

Governments around the world are throwing gas on the fire in lithium battery demand in the USA, the Energy Independence and 

Security Act toughened up fuel efficiency standards to 35 mpg by 2020. But President Obama stiffened the standards even more in 

May, raising fuel economy standards to 39 mpg for cars and 27 mpg for trucks. And he bumped the deadline up four years to2016. 

In fact, the standard goesup 5% a year starting now until the goal is reached.

.

These new rules flat out guarantee the Lithium-Ion battery is the only waycar makers can meet the new standards. No other fuel source 

comes close, no doubt demand for GM's new Chevy will be huge but it's just one car on avery long list. Every automaker will soon 

need lithium starting this year, every automaker on the planet will begin flooding the market with electric powered cars. Mercedes 

launches its S400 HYBRID sedan early in 2010. E-Class, M-Class, and GL-Class will be tailing it closely.

.

Tesla Motors has delivered its American-made Roadster, an all-electric two-seater sports car, and plans to debut its Model S 

sedan in 2011. Nissan has retooled a factory in Tennessee to produce 150,000 pure electric cars, called The Leaf. Ford is bringing 

out the pure electric transit connect commercial fleet vanin 2010 and plans to invest $550 million to retool a Michigan truck plant to 

manufacture a pure electric Focus in 2011.

.

According to China's People's Daily Online, China has become the biggest producer, exporter, and consumer of electric vehicles 

in the world. China's passenger car sales jumped 84% in September to 1.02 million vehicles. You may never have heard of them, 

but Chinese car makers Hafei and Coda are planning to bring a mass produced electric car to market in California in fall 2010. 

The new electric Kings of the road...

.

If you think electrics and hybrids are for virtuous dreamers, but aren't fast, fun, or practical take a gander at these "Kings of the road",

 they are already rolling off the assembly line. The Tesla Roadster bullets from 0-60 in 3.9 seconds, attains speeds of up to 160 mph

and travels over 200 miles on a single charge. You can buy one right now. The BMW MINI-E gives you all the fun and nimble 

handling of its gas cousin, but costs 40% less to operate a month. A test fleet was launched in the USA this past May (2009).

.

The Jeep Patriot SUV, Dodge sports car, four door Jeep Wrangler and Chrysler Minivan are pulling Chrysler into the electric car 

race. All of these vehicles, from all of these manufacturers, will need lithium-ion batteries to run. Where might all that lithium 

come from? The answer lies with one perfectly positioned company sitting on 30% of the world's proven reserves. ONE Company 

Sits on a $49.2 Billion Bonanza Already, this dynamo firm controls half of the world market for lithium. And it owns claims on the 

highest quality and most cost-effectively refined reserves, worth a whopping $49.2 billion. (When the price of lithium goes through 

the roof, expect that number to multiply.) These advantages give this one firm a huge head start over virtually every other competitor 

in the world in the battle to control the "Third Element".

.

Clearly, the opportunity for early investors is almost beyond calculation, in just the next 90-120 days, investors in this most precious

 commodity could see gains of 100% as the world market for lithium shoots past $90 billion. By the time the big positions are staked 

out and the wealth carved up, earlyin investors could see every $10,000 invested turn into $294,000 or more and as with oil before it, 

the biggest winners will be those who control themost and best reserves. That's where this gem of a company comes in early investors 

in this relatively small and unknown company could be the biggest of the big winners in the race to control lithium, destined to become 

the "next oil" of the 21st century.

.

This small firm will turn the energy world on its head, we have already seen the inevitability of lithium's rise to energy dominance 

and the inevitability of stratospheric lithium price rises, but here's why this one firm could capture the lion's share of the profits: It 

owns 30% of the world's known lithium reserves, It controls 50% of the world's market for lithium products, It's the only major 

American lithium producer. In fact, despite what you may think you know about producing lithium, this American firm owns reserves 

in the one spot on earth with nearly five and ahalf times more recoverable lithium than any other place!

.

This last point bears repeating "Five and half times more recoverable lithium than any other place" because it is key to this 

company's dominance and profitability. Sitting on the mother lode of Lithium at the world's largest lithium reserve in South America, 

there are only twoo perating lithium mines, and they are quietly pumping 70% of the world's raw lithium out of the ground...

.

But here's the deal, not all lithium is created equal, nor is all lithium equally profitable to refine. To simplify, large 

concentrations of lithium are found in only two forms "spodumene and brine". Spodumene is underground ore, it has to be pains

 takingly extracted, then meticulously dried and processed with harsh chemicals like sulfuric acid before it can be refined into the 

fine powder used in batteries, all of this takes a lot of money. On the other hand, brine-based lithium is easily accessible. It forms in

 large pools laying 90-130 feet under the surface of gigantic salt beds. After it's sucked to the surface, evaporation transforms it 

from light yellow slush into raw lithium. The merciless Sun does all the work! So the cost of mining lithium brine is less than half the 

cost of extracting spodumene ore.

.

Where others pay $2,400 a ton to extract lithium our tiny company pays a mere $1,200 a ton and as the price of lithium shoots 

skyward, this cost advantage -and profits- will increase exponentially! Companies around the world are waiting to scoop up the 

element as soon as it's out of the ground. Even the government is getting in to the game, the Government is throwing gobs of money 

at Lithium since a vehicle battery requires 100 times more lithium carbonate than a laptop battery, the race is on to build large scale 

manufacturing facilities.

.

Everyone's getting in the battery business according to metal miner, a company in Michigan just got $220 million instate aid to 

build a production facility and start cranking out Lithium-Ion batteries. Soon the plant will start buying lithium to go in these batteries 

and the most likely place to get it is from the company that controls 50% of the market. Investors who get in before this, and other 

plants like it come on line, stand to make 2,840%. Read on for more information that's why the Energy Department just announced 

$8 billion in low-cost loans to Ford, Nissan, and Tesla to build new factories. And that's just a down payment. The government's 

committed a whopping $25 billion (the advanced technology vehicles manufacturing loan program) to nurture the industry. Plus, 

they're giving every buyer of hybrids and electrics a massive $7,500 tax credit starting this year! So while the government is reducing 

oil consumption, it's practically guarantee an increase in lithium consumption.

.

That's what government support does, even NASA is getting into the act with a multi-million contract to developthe next generation 

Lithium-Ion technology for rovers, landers, and astronaut packs and other countries (especially China) are using stimulus monies to

 drive their lithium-fueled hybrid and electric vehicle markets.

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Everyone is racing to be first, this revolution will be battery powered. And Lithium-Ion battery manufacturers are leading the charge.

 LG Chemical will build 10,000 pcs of 400 pound Lithium-Ion battery packs for the Chevy Volt in the first 12 months of production, 

with plans to ramp that upto60,000 a year over time.

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A123 Systems plans to spend $2.4 billion to build factories to make enough Lithium-Ion batteries for five million hybrid vehicles or 

half a million plug-in electric vehicles per year by 2013.

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Johnson Controls has set up a joint venture with the French battery producer Saft to make at least 5,000 Lithium-Ion units per year 

by 2012 for the Ford Escape plug-in electric vehicle.

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BYD, the Chinese car-maker which makes about 80% of Motorola's RAZ Rhand sets, as well as batteries for iPods and iPhones, 

recently raised $481 million for production of Lithium-Ion batteries for its F3DM plug-in electric vehicle, scheduled to hit the USA 

market in late 2010. It travels 62 mileson one charge what does all this add up to? A LOT more demand for lithium than the world is 

producing right now. Here's the math worldwide lithium production was a little over 100,000 tons in 2007, and only 25% went into 

batteries of any kind. Production could reach 176,000 tons by 2018, about 10% of which will go to cars (enough for 284,000 vehicles) 

but that's not nearly enough lithium nor is production fast enough.

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The prestigious Freedonia Group market research firm predicts hybrid sales will hit 4.5 millon cars as early as 2013! And every one

 of these cars will need a Lithium-Ion battery which means the demand for Lithium could increase by 16 times over current levels 

and five years sooner than current production capabilities allow.

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Deutsche Bank estimates the market for Lithium-Ion batteries will hit $15 billion this year and $40 billion in the coming years to 

meet the surge in electric cars. Billions in profits for high grade Lithium according to Deutsche Bank, 75 new hybrid electric car 

models will be set for sale by 2011.

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The National Highway Traffic Safety Administration projects that hybrids will be 20% of the USA auto market by 2015 (up from 2% 

in 2007)J.D. Power predicts that hybrids and electric cars will make up 50% of carsin Europe by 2015 and every battery will use 100 

times more lithium than laptop batteries at a minimum, lithium production will have to increase 16 times just to meetthe demand 

currently projected for these new lithium hungry power plants. And this small company already controls 30% (that's over 6 million 

tons) of the world's proven reserves. And that adds up to billions in profits for companies that supply high grade Lithium for car batteries.

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Lithium's price is already climbing it's only a matter of time before the battery driven demand spike drives the price, and this

 company's stock, to the heavens permanently. In fact, this spike could happen literally any day now. Company insiders report they're 

fighting off car companies and battery makers who want to secure long term supply contracts while Lithium prices are still relatively 

low but our firm won't be able to fend them off forever. And when they do sign new contracts, it will be for much higher prices. 

Imagine owning even a small piece of the largest lithium reserves on the planet... selling every ounce for astronomical sums as fast

 as you can process it... as demand rockets past supply as the stock price soars to new highs.

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Maybe that's why the heavy hitters on Wall Street like Kohlberg, Kravis & Roberts and Credit Suisse are already nosing around. They

 smell a big score in the offing... Investors who grab this opportunity now are likely to hit a mother lode. The rest will be kicking 

themselves for missing the chance of a lifetime. Everything is positioned perfectly for this one firm. It's got a "lock" on 30% of 

the world's reserves, a "lock" on 50% of the worldwide market, a worldwide demand spike expected within the next few months. 

Huge demand/supply mismatch with the potential to catapult prices skyward.

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I'm talking about a Lithium battery market that is expected to hit $15 billion this year, a Lithium battery market that could soar to 

$40 billion within a few short years. The first orders for the highest grade Lithium could be the spark that ignites the bonfire. 

With the world's energy future literally at stake, it could be the biddingwar to end all bidding wars. Why gains could go higher than 

2,840%

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According to sources inside the company, these first big orders could arrive ANY day in the first half of the year, including today. 

That's why it's important to be invested ahead of time so you don't miss the big move when it happens. As soon as the first orders hit, 

this stock could jump as much as 100%. By this time next year, expect it to be as much as 400% higher than it is right now and 

from there, the sky is the limit. When profits rise Stock Prices Explode!


  

As China increased imports three fold to build power plants and skys crapers, iron's price per pound climbed 82% from 

September 2006 to May 2008. Yet, Russia's Mechel Resources shot up 631%! It notched nearly 7 times the gain of the underlying 

commodity. Investors are still talking about that one just to give you an idea of the potential on this Lithium play, oil rose from $5 to 

$147 between 1975 and 2008, an increase of

 2,840%. That was enough to turn every $10,000 invested into $294,000 dollars. Pretty good... but you could have made 31% 

more just by investing in ExxonMobil. In that same period, Exxon Mobil rose from $2.28 to $87, an increase of 3,700% that turned 

every $10,000 invested into $380,000... almost $90,000 more! A $20,000 investment became $790,000... And this doesn't even 

include dividends or dividends reinvested. When you consider that Lithium is slated to replace $10.4 trillon in oil revenues 

just at today's low prices these estimates seem conservative.