jimp

Lithium Ion Batteries and GEVs: False Gods for the New Millennium

Jack Lifton,

Do you have a source regarding Eestor and Ford?

Why Lead-Carbon Batteries Will Deflate the Li-ion Bubble

Don,
Zenn motors just invested another 5 million into Eestor to increase its equity in Eestor. Why would they invest if Eestor wasn't making good progress? According to Zenn/Eestor, we should see some type of final product later this year.
Which is a better investment in "lithium," trying to guess the upcoming battery co./technology or investing in a lithium mine like SQM?

Auto Batteries: Short Term Revenue Growth Favors Lead-Acid by 6 to 1

"I wonder where the Lanathanum is coming from?"

To compliment Jack Liftons comments about future north american rare earth miners - Avalon / Moly corp.

Check out Lynas Corp (LYSCF or LYC:AU), unfortunately/fortunately its 51% Chinese owned. As I have stated earlier, it has several contracts to supply rare earths outside of China.

How Growing HEV Markets Will Impact Battery Manufacturing Revenues

Instead of guessing on which battery company that will take the lead, why not invest in rare earths metals? Rare earths metals, being a technology metal most likely will be in large demand going forward, especially with the ramp up to Alternative energies, LED lighting etc..
Lynas Corp (LYSCF/ LYC:AU) has one of the largest reserves of rare earths on the planet, and will be producing a refined product by late 2010.
Jack Lifton recommends Avalon rare metals.

White House Report: GM Volt Is Not Ready for Prime Time

Can someone explain how rare earth elements fit into the picture? Are rare earth metals not needed in most of the above applications? As battery technology improves will they(REE) play a bigger role?

It appears presently the Chinese require most if not all of there supplies. What would be the best investment vehicle for utilizing these rare earth elements, which appear to be rate limiting step in most battery technologies? Lynas Corp? Arafura Resources? Ivanhoe? Avalon?

Lithium Batteries: Nothing But Illusion

Jack, thanks for the very enlightening article. Concerning rare earth elements/metals, would you invest in Lynas Corp?

From an investment perspective do you have a favorite rare earth element miner?

Thank you