Lithium

Cost Model Service

Demand for lithium continues to accelerate, fuelled by the growth in portable consumer electronics and more recently Li-ion battery use in automotive applications; even in it’s infancy, automotive accounted for nearly 50% of Li-ion battery output in 2016. Furthermore, with China at the forefront of this drive in vehicle electrification, as the government strives to meet emissions targets, demand for lithium looks set to grow rapidly into the 2020’s and beyond.

However, up to 2015, the successful entry of new lithium suppliers was limited by technical and financial issues and market requirements were largely met by high-cost Chinese production based on imported raw materials. The increase in lithium prices in 2016 has caused a rush in companies staking, purchasing, evaluating or expanding lithium assets. An additional 565,000tpy LCE of lithium production capacity has been identified by Roskill with the potential to come online at existing and new operations by 2020, although it is unlikely all of this capacity increase will be realised.

Roskill’s Lithium Cost Model Service is designed to provide miners, financial institutions, governments and other industry stakeholders with an in-depth analysis of the lithium supply chain, from the discovery of new mineral resources through to the production of battery grade material.

Service Contents

  • Mine & project summary
  • Individual asset profiles, with an
    outlook to 2030
  • Tools to analyse global reserves
    & resources
  • Historic production & an interactive forecast model
  • Cost analysis and custom cost curve tools
  • Exploration analysis
  • RMI blog outlining the latest developments in the sector

12 Month Subscription Includes:

  • Service delivered via Excel, with workbooks refreshed and ready to download from Roskill Interactive on a regular basis
  • Access to tutorial videos through
    Roskill Interactive
  • Detailed production and cost analysis with forecasts to 2030
  • Access to the analysts for discussion around the service content and help with bespoke queries

Cost Model Service

Cost Model Service — Resource analysis

Resource Analysis

Cost Model Service — Production analysis

Production Analysis

Cost Model Service — Cost analysis

Cost Analysis

Cost Model Service — Asset profiles

Asset Profiles