TM editors’ note: This article discusses a penny stock and/or microcap. Such stocks are easily manipulated; do your own careful due diligence.

How to make $$ from the Lithium-ion Battery revolution?

The story unfolding couldn’t be simpler. Lithium-ion batteries (Li-ion) represent a paradigm shift in the transportation and stationary (residential, commercial & utility grid-storage) battery markets. As the world becomes less dependent on fossil fuels, demand for environmentally sustainable solutions utilizing rechargeable Li-ion batteries is taking off.Evidence of this trend can readily be seen in the lithium market, where prices have nearly tripled in just six months.

Having said that, this article is about graphite, a material so integral to Li-ion batteries that they could be called Li-ion graphite batteries. Though I doubt the name will catch on, it illustrates the fact that it takes 10x to 30x more graphite than lithium to make a Li-ion battery. Although lithium has garnered the lion’s share of publicity, it’s reasonable to expect to see a similar trajectory for a select few in the graphite exploration & development space. 

Graphite is a critically important material in the high-tech battery revolution. Demand for graphite in stationary/grid-storage batteries alone could be particularly acute, forecast to grow by 74.9% annually to a market size of US$170 billion in 2025. (source: Panasonic Corp. / Benchmark Mineral Intelligence, 2015).

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One company well placed to cross the finish line among the winners is, Alabama Graphite Corp. (OTC: ABGPF)

The fact that this particular Company proposes to mine, process, finish and sell domestically, battery-ready graphite, is all the better. These days everyone’s looking for 

Made-in-the-USA 

solutions to address security of supply concerns and demonstrate that critical materials like graphite & lithium are procured from environmentally sound sources. 

[Note: See AGC’s Corporate Presentation]

Many emerging green-energy, tech materials companies aspire to supply these dominant segments in the Li-ion battery hierarchy. However, only a handful will be able to deliver the most sought after Coated Spherical Purified Graphite (CSPG). Why? An essential factor to recognize is that CSPG is not a commodity product. It’s a specialty, nonmetallic mineral, painstakingly tailored to the specs of a specific graphite concentrate feedstock. As such, a graphite junior that does not have a mine to end-market customer strategy, would likely face difficulties at the point of sale of a number of commodity-like graphite concentrates. More on this to follow…. 

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