2024 Potential New Lithium Producers To Consider

Summary

  • A snapshot from Trend Investing's lithium demand vs. supply model forecasts we will need about 400,000t LCE of new lithium supply in 2024.
  • 2024 potential new lithium producers (in order of likely project start).
  • Risks, summary table and conclusions.
  • I do much more than just articles at Trend Investing: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

Welcome merry Christmas and happy new year in 2024,Silhouette Man jumping from 2023cliff to 2024 cliff with cloud sky and sunlight.

Dilok Klaisataporn

This article first appeared in 'Trend Investing' Investing Group on May 18, 2023, but has been updated for this article.

The 2023 new producers are all now well known and mostly quite well valued. They include Sayona Mining [ASX:SYA]/ Piedmont

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of GLOBAL X LITHIUM ETF (LIT), AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT), ALB, JIANGXI GANFENG LITHIUM [SHE: 2460], ASX:AKE, ASX:PLS, ASX:MIN, LIVENT (LTHM), ADVANCED METALLURGICAL GROUP NV (AMS:AMG), TSX:LAC, ARGOSY MINERALS [ASX:AGY], ASX:LTR, ASX:LLL, ASX:CXO, ASX:SYA, ASX:PLL, ASX:NMT, SIGMA LITHIUM [TSXV:SGMA], GALAN LITHIUM [ASX:GLN], SAVANNAH RESOURCES [XETRA:SAV], LITHIUM SOUTH DEVELOPMENT CORP. [TSXV:LIS], CRITICAL ELEMENTS LITHIUM [TSXV:CRE], WINSOME RESOURCES [ASX:WR1], INTERNATIONAL LITHIUM [TSXV:ILC], GLOBAL LITHIUM RESOURCES [ASX:GL1], EUROPEAN METAL HOLDINGS [ASX:EMH], FRONTIER LITHIUM [TSXV:FL], METALS AUSTRALIA OPTIONS [ASX:MLSOD], GREEN TECHNOLOGY METALS [ASX: GT1], AVALON ADVANCED MATERIALS [TSX:AVL], SNOW LAKE LITHIUM (LITM), PATRIOT BATTERY METALS [TSXV:PMET], OCEANA LITHIUM [ASX:OCN], MINREX RESOURCES [ASX:MRR], LOYAL LITHIUM [ASX:LLI], PATRIOT LITHIUM [ASX:PAT], ARGENTINA LITHIUM & ENERGY [TSXV:LIT], LITHIUM IONIC CORP. [TSXV:LTH], ATLAS LITHIUM (ATLX), LATIN RESOURCES [ASX:LRS], MIDLAND EXPLORATION [TSXV:MD], BRUNSWICK EXPLORATION [TSXV:BRW], AZIMUT EXPLORATION [TSXV:AZM], COSMOS EXPLORATION [ASX:C1X], MEGADO MINERALS [ASX:MEG], OMNIA METALS GROUP [ASX:OM1], ERAMET [FRA:ERA], FREY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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