News : 06/18/23

Sunday, June 18, 2023

the US is struggling to meet its ever-growing lithium demands for EVs

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In the 1990s, the United States produced over a quarter of the world's lithium.

Now, it's less than 1%.

With only one functioning lithium mine, Silver Lake, the US is struggling to meet its ever-growing lithium demands for EVs and utility-scale battery storage.

Fortunately, the US ranks fifth in global lithium reserves, with increasing discoveries.

To stimulate domestic production, the government has invoked the Defense Production Act, offering massive tax incentives to critical mineral miners and battery manufacturers.

In fact, the U.S. Government just declared Lithium a Critical Mineral.

And this is just the start.*

These benefits come with strict stipulations to limit dependency on foreign lithium, particularly from China.

Automakers are under pressure to source local lithium, igniting a new Lithium Rush, reminiscent of the Gold Rush.

Winner Takes All

The first manufacturer to produce a 100% Made-in-the-USA EV will dominate the market, as competitors struggle to match their prices.

Companies are scrambling to secure US-mined lithium, even purchasing mines outright to maintain a competitive edge.

Ford, Mercedes-Benz, Volvo, Tesla, Volkswagen…

America is staging a major counterattack in the lithium market.

This frenzied competition has led to vertical integration, with manufacturers seeking direct control over lithium supply.

Even Chinese car manufacturers are entering the fray, further intensifying the battle for lithium mines.

Over the next year, we're going to witness the world's most significant game of King of the Hill unfold—with the highest stakes.

That's why I want to bring your attention to this company looking to solve that problem…

American Lithium Corp. (AMLI:US and LI:TSX) has two top-tier premium lithium deposits that set them apart from the rest of the crowd.

The TLC Project is the 2nd largest measured & indicated (M&I) lithium resource in the USA
The Falchani Project is the 3rd largest hard rock lithium resource in the Americas

BONUS: It also just happens to own the 5th largest undeveloped uranium deposit in the world… but more on that later.

Three years ago, this company traded at a paltry fraction of where it sits now.

The TLC Project location near the town of Tonopah also means that infrastructure like highways, power, and water are all already available.

It's even located just 3.5 hours away by road from Tesla's Nevada gigafactory.

It's also just hours away from Nevada's largest claystone which recently received $650M from General Motors, mentioned above.

American Lithium Corp (AMLI.US) completed their maiden Preliminary Economic Assessment (PEA) just three months ago…

It gave TLC an NPV of USD$3.26 billion at an 8% discount rate and $20,000 lithium carbonate price.

Current prices are around $26,000, though they reached as high as $87,000 last year.

Marin Katusa, the legendary resource investor, just published a detailed analysis on the company.

Click here to get access to your full stock report.*

IMPORTANT DISCLAIMER

*Note that we take your privacy very seriously. Here are the steps we take to protect your privacy.

Katusa Research, as a publisher, is not a broker, investment advisor, or financial advisor. Please do not rely on the information presented by Katusa Research as personal investment advice. If you need personal investment advice, kindly reach out to a qualified and registered broker, investment advisor, or financial advisor. The communications from Katusa Research should not form the basis of your investment decisions. Examples we provide regarding share price increases related to specific companies are based on randomly selected time periods and should not be taken as an indicator or predictor of future stock prices for those companies.

HIGHLY BIASED: In our role, we aim to highlight specific companies for your further investigation; however, these are not stock recommendations, nor do they constitute an offer or sale of the referenced securities. Katusa Research has received cash compensation from American Lithium Corp as reported in their May 8, 2023 news release and is thus extremely biased. It is crucial that you conduct your own research prior to investing. This includes reading the companies' SEDAR and SEC filings, press releases, and risk disclosures. The information contained in our profiles is based on data provided by the companies, extracted from SEDAR and SEC filings, company websites, and other publicly available sources.

HIGH RISK: The securities issued by the companies we feature should be seen as high risk; if you choose to invest, despite these warnings, you may lose your entire investment. You must be aware of the risks and be willing to accept them in order to invest in financial instruments, including stocks, options, and futures.

NOT PROFESSIONAL ADVICE: By reading this, you agree to all of the following: You understand this to be an expression of opinions and NOT professional advice. You are solely responsible for the use of any content and hold Katusa Research, and all partners, members, and affiliates harmless in any event or claim. While Katusa Research strives to provide accurate and reliable information sourced from believed-to-be trustworthy sources, we cannot guarantee the accuracy or reliability of the information. The information provided reflects conditions as they are at the moment of writing and not at any future date. Katusa Research is not obligated to update, correct, or revise the information post-publication

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