PAM (ASX:PAM) @panasiametals
Exploring a Better Future - ASX:PAM panasiametals.com SE Asia and Chile Joined February 2020-
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Soochow Securities Co., Ltd. released its energy metal initiation report in February which included up to date commentary on the Chinese based lepidolite based lithium chemical supply chain, including a cost curve for integrated lepidolite to lithium chemical processors. The…
We like @usuallyYJLee's research on lepidolite below, it shows that about half of lepidolite sourced LCE production on his cost curve is in the black at the current low prices. @panasiametals RK Lithium Project is also a lepidolite style lithium project in southern Thailand, 40…
We like @usuallyYJLee's research on lepidolite below, it shows that about half of lepidolite sourced LCE production on his cost curve is in the black at the current low prices. @panasiametals RK Lithium Project is also a lepidolite style lithium project in southern Thailand, 40…
Why all the glum faces in the #EV supply chain, particularly at the raw materials end. Certainly a few companies have been overvalued, throughout the supply chain from mine gate to OEM, but EV sales have never looked stronger. @AdamasIntel recently wrote that of all passenger…
@panasiametals releases an update on exploration concession grant progress at its Tama Atacama Lithium Project, a Tier 1 project in a Tier 1 jurisdiction, at low altitude, close to ports and Chile's LCE manufacturing hub in Antofagasta. See PAM's ASX Releases here:…
At @panasiametals, significant effort and resources have been dedicated to assembling the Tama Atacama project, reflecting the strength of our partnerships in Chile. The evolving Chilean lithium landscape, marked by major corporate transactions, presents a unique opportunity.…
At @panasiametals, significant effort and resources have been dedicated to assembling the Tama Atacama project, reflecting the strength of our partnerships in Chile. The evolving Chilean lithium landscape, marked by major corporate transactions, presents a unique opportunity.…
🚗 As Thailand takes a bold step into the #electricvehicle (#EV) industry, @panasiametals is thrilled to be playing a pivotal role in this transformation. Featured in @SPGlobal, our efforts in advancing lithium processing and battery production in Thailand and Vietnam are setting…
🌍 Panel Recap: Critical Minerals - The Future Outlook 📷 Invited by @FT, @PaulDavidLock, Chairman and Managing Director of @panasiametals shared his insights at the panel in #Singapore, focusing on the evolving lithium industry. He highlighted that major, easily accessible…
🌏 Proud Feature Alert! @panasiametals made headlines in a recent article by S&P Global discussing the dynamic landscape of the electric vehicle battery supply chain in Asia. Here are some key takeaways: 🔋 Asia's Dominance: Asia, led by Greater China, Japan, and South Korea,…
🔍About Us: Meet Pan Asia Metals (ASX:PAM) - shaping the future of #energy and #greenmobility. At PAM, we're not just a company; we're THE ONLY publicly-traded battery metals company with advanced lithium projects in #southeastasia and #southamerica. 🌏 Strategically located in…
🌟 CEO Insight 🌟 At @panasiametalsbm, our motto is simple: 'Be a Nice Human.' It guides our approach in Southeast Asia, where community and positive work environments matter most. We're focused on two key areas: Southeast Asia for quicker cash flow and Chile, where we're…
Pan Asia Metals (#ASX: $PAM) is today raising funds as a pending lithium deal in Chile by Codelco is raising eyebrows. The conversation of nationalisation in Chile, where Pan Asia now has interests, seems to be shifting gears bit.ly/3S5gA3f #lithium @panasiametalsbm
Happy Chulalongkorn Day! Today holds special significance for our #PAMFam in Thailand, where we operate. It's a day to honor King Chulalongkorn's remarkable contributions to Thailand's progress. At @panasiametalsbm , we take immense pride in being a part of this journey. Our…
🌏 Embracing the Green Energy Revolution! 🌿 📰 @panasiametalsbm Featured in The Australian Business Review 📰 Read the full story here: theaustralian.com.au/business/stock… At the iconic Sydney Opera House, where innovation meets inspiration, we had the privilege of hearing from Pan Asia…
At the iconic Sydney Opera House, @panasiametalsbm Chairman and Managing Director, @PaulDavidLock, took the stage. Here's a quick snapshot: 💡 PanAsia Metals: Market cap of ~40 million, over a decade in Southeast Asia's tin-tungsten belt, assets spanning South America and…
🎥 All the way from Singapore & Thailand! Get a behind-the-scenes look at the passionate individuals making magic happen at @panasiametalsbm. What story are we weaving here? Can you guess? Stay tuned... 🌟 #BehindTheScenes #PAM #UnveilingSoon #FutureofLithium
🌍 Meet P'yon (Paichaiyong Charoenchaisri), our Environmental Specialist at PAM! Previously with the DPIM, he discovered his passion for CSR and the environment. With a heart for people and a rich background, P'yon seamlessly transitioned to our team. He thrives in crafting…
🔍 Quick look: Who's PAM? We're shaping the future of Lithium and the EV Revolution. Dive into our journey, values, and vision in this infographic! 🔋🚗 #PAMFuture #LithiumLeadership #EVRevolution
🎙️ Exciting times ahead! Our CEO, @PaulDavidLock , joined the latest episode of "30 Minutes with Daily Straits" with June Ramli. Dive into our conversation about Green Mobility, the electrifying future of Electric Vehicles, and the pivotal role of lithium. Discover how PAM is…
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39K Followers 410 Following Electric Vehicles Research - Truly Global Daily News Interpreted by IDTechEx ExpertsPan Asia Metals (#ASX: $PAM) has secured a second series of exploration concessions at the Dolores North and South lithium prospects, which are north of the Pink Lithium prospect and part of the Tama Atacama Lithium Project in Chile. bit.ly/3SxMy7Y @panasiametals
Pan Asia Metals secures additional lithium brine exploration concessions at Tama Atacama bit.ly/3Oo4foe #ASX200 $PAM #ASX #ASX200 $PAM @panasiametals
Pan Asia Metals (#ASX: $PAM) is today raising funds as a pending lithium deal in Chile by Codelco is raising eyebrows. The conversation of nationalisation in Chile, where Pan Asia now has interests, seems to be shifting gears bit.ly/3S5gA3f #lithium @panasiametalsbm
Who’s the 2 worst rappers from this list?
@doncamilo45 @panasiametals It's all coming together well done..Baby $PAM going too grow into a monster
Pan Asia Metals (#ASX: $PAM) MD Paul Lock and Gold Events Kerry Stevenson at this week’s Noosa Mining Investor Conference. For the latest interview click here: bit.ly/3Xq61sd #miningnews @panasiametals
@goddeketal Same in the UK. I spent my summers at New Brighton bathing pool. The pictures show the stark contrast to today’s society.
Presentations: ALB 💻 investors.albemarle.com/overview/defau… 📒 s201.q4cdn.com/960975307/file… SQM 💻 ir.sqm.com/English/events… 📒 ir.sqm.com/English/financ… IEA EV outlook iea.org/reports/global…
Follow me @paola_rojas for more on energy transition investing, metals & mining and related M&As. If this was interesting or useful to you, I'd truly appreciate it if you could retweet the start of the thread.
Albemarle & SQM are 'top dogs' in lithium production. Combined market value is just under $47B. Their 2023-2030 outlook gives clear insights into what's ahead for investors, EVs and the battery supply chain. Here's your summary:
And that's it for today! Both Albemarle and SQM have a leading role in driving growth and circumventing challenges for lithium. More consolidation, investment and new entrants are ahead for the sector. PS: share price is in the lower mid 52wk range if you're wondering
You'll find links to both $ALB and $SQM presentations, annual reports, plus the IEA EV outlook report at the end of this thread if you'd like to read the fine print and dissect each assumption.
In summary, Albemarle + SQM see: • LCE Demand: 1.5MMT by 2025, 3.7MMT by 2030 • CAGR ~23-30% over the period • 800kt supply deficit, net of recycling by 2030 (~20% of demand) And they • Serve 36% of the market today, ~0.27MMT • Collect $13.1B in revenue
Chile is changing its lithium policy and the markets were confused. $ALB and $SQM have huge exposure to the country as they operate in the rich Salar de Atacama & their licences expire in 2043 & 2030. But it is NOT a nationalization. We discussed in depth w/a local lawyer:
As promised, here's our in-depth breakdown of the lithium nationalization announcement & policy change in Chile: x.com/paola_rojas/st…
In 2022, SQM sold to 198 customers, with 1 being a whopping 19% of their lithium revenue, and their 10 largest accounted for 60%. Revenue by region is highly concentrated too... (Asia's share is linked to China's ~60% of refining capacity!) Now back to the Chile issue.
$SQM had $8.1B in revenue from lithium and derivatives, (76% total, 12mo to Mar 23), producing 168kMT. (for comparison, $936m in CY2021!) They estimate market share to be: - SQM ~20% - Albemarle's 16% - Tianqi 7% - Ganfeng 6% - Allkem* 4% - Livent* 3% (*merging)
$RIO may think the lithium space is overvalued… But $AKE and $LTHM reportedly have $10B reasons to disagree. 🔥🔥 afr.com/street-talk/as…
SQM notes that lithium chemical demand in 2022 increased by 43% to ~760kMT (with 70% linked to EVs). Energy storage will continue to drive demand. Going forward, w/ CAGR of ~23%, demand would reach ~1,500kMT by 2025, with EVs at 75%. In turn, they'll grow by only 14%
$ALB had revenues from lithium of $5b in 2022 (68% of their total rev), up 3.6x from 2021. Putting money where their mouth is, they have been consistently expanding their conversion capacity via investment and acquisitions (like failed for $LTR). And have more planned.
In their models, they see an 800kt supply deficit, net of recycling by 2030 (~20% of demand). The gap is between estimated mined supply and expected demand. ALB also says prices need to stay above $20,000/t LCE to support the ~100 projects needed.
To further break down demand: - EV - Grid - Mobility - Consumer electronics - Industrial and other are all growing (but EVs growing by far the most). And here's the nugget...
2) In terms of lithium demand: They estimate 2030 demand will reach 3.7MMt LCE This is +15% from their previous forecast and this is due to IRA (Inflation Reduction Act in the US) and strong EV demand.
Trends for United States
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