Tony Seba continues his education on disruption and why all our transportation will be electric very soon. These days I am talking about the importance of security of supply for lithium in order to make this rEVolution happen. Latest situation with SQM in Chile shows why giants like Ganfeng Lithium from China are financing the development of the lithium supply chain with International Lithium J/V projects.Chile, Lithium And SQM: What To Expect From The Chilean Lithium Industry?
What is really happening with SQM and lithium production in Chile now? Is it really the perfect storm and the very tight battery grade lithium supply will be under further strain from political battle around Atacama? Daniella Desormeux from signumBOX will be one of the best sources to explore the ongoing situation.
The New York Times:
Four Prominent Chilean Politicians Are Charged With Tax Fraud
Now SQM is right in the centre of the political investigation in Chile. How will it affect the ongoing litigation and licences for the lithium deposits? Will buyers of lithium seek the "conflict free" sources of supply now? We have a lot of questions, but now you can better realise why the "Lithium Big 3" is not enough in the lithium industry any more and security of supply is the most important question.
"Technology Megatrends Disrupting Public and Private Transportation. The next decade will bring the most radical changes in public and private transportation in a century. Exponentially improving technologies such as electric vehicles, autonomous (self-driving) vehicles, sensors, the internet-of-things, artificial intelligence, mobile Internet, Big Data, and Cloud computing are converging at a rapid pace and are radically transforming the very nature of transportation, including roads and highways, parking, tolls, taxis, buses, trains, and traffic management.
The line between public and private transportation is already blurring.
Tony Seba's book "Clean Disruption of Energy and Transportation" projects that by 2030:
- All new mass-market vehicles will be electric.
- All of these vehicles will be autonomous (self-driving) or semi-autonomous.
- Up to 80% of parking spaces will be redundant.
- Up to 80% of highways will be redundant.
- Taxis as we know them will be obsolete.
- Carsharing will be the norm.
- The concept of individual car ownership will be obsolete.
As they ponder infrastructure investments, public transportation authorities, urban planners and policy-makers cannot assume that the future will be like the past.
The disruption of energy and transportation will leave trillions of dollars in conventional energy and transportation assets stranded. It will also create new economic opportunities for the entrepreneurs, investors, cities, and countries who anticipate and lead it.
This video is from Tony Seba's keynote address at the Jacksonville Transportation Authority - State of the JTA annual address on May 12th, 2015. The presentation focuses on the megatrends that are reshaping and disrupting public and private transportation and how transportation planners can stay one step ahead in rethinking and redrawing the transportation landscape in a clean, efficient, and budget-conscious way."
International Lithium Corp. Updates on Drilling Programs in Argentina and Ireland.
We have great news today from our both J/V projects with Ganfeng Lithium! You already know about my personal vision for the lithium industry and our strategic partnership between International Lithium and Ganfeng Lithium from China. Now we have results coming in from our exploration and development programs.
Disclosure: I am/we are long TRRXF, ILHMF.