Jon Hykawy examines the case for the celebrated metal and its overlooked partner
Greg Klein | June 17, 2016 | ResourceClips.com: Even with his own “conservative” forecasts, Jon Hykawy sees a strong case for lithium. But li-ion batteries call for other commodities too, and cobalt stands out as a critical material facing uncertain supply. Hykawy, president of the consulting firm Stormcrow Capital, sees markets through a number of perspectives. That comes from being a 14-year Bay Street veteran, a physicist who conducted post-doctoral work in nuclear power, and a research scientist who’s scrutinized the world of rechargeable batteries and fuel cells, as well as wind and solar energy.
Hykawy claims a middle ground between lithium’s boosters and detractors. “We see lithium demand kind of doubling by about 2025 from current levels,” he says. “But prices are going to correct from their current levels.
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