Lithium Economics Analyst at Lithium Economics Analyses
Contributor's Links: Seeking Alpha EV World

Juan Carlos Zuleta is an economist. He holds a master's degree in Agricultural and Applied Economics from the University of Minnesota and did Ph.D. studies in Economics at the New School for Social Research. Since 1992 he has published a number of articles on the economics of lithium. Due to ... more

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Is The Electric Car Threat To Oil Wildly Overstated?
It has just been argued that EVs are a myth and that EVs are not threat to oil. Here I severely question these views and call for a more responsible work on the part of the International Energy Agency in charge of oil statistics.
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Bloomberg Vs. Navigant Research: Will EVs Produce A New Oil Crash? When?
In recent days, there has been a great deal of discussion about the possibility that electric vehicle [EV] sales will produce a new oil crash. A series of reports by Bloomberg are at the center of this controversy.
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Could Low Oil Prices Cause Toyota Hybrids To Fade?
Evidence is accumulating that Toyota Prius sales are beginning to "lose their charge" while plug-in sales seem to be growing exponentially. Additionally, there is a causal, unidirectional mechanism running from oil prices to Toyota's hybrid sales.
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A Further View Of One Of The Reasons Why Tesla Is Not Going Wireless
There is news providing additional support to my contention that wireless charging companies will soon be ready to take care of the recharging needs (with sufficient efficiency and wattage) of Tesla (TSLA) as well as those of other EV manufacturers.
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Battery Recharging: Why Is Tesla Not Going Wireless?
The recent news that Tesla's battery swapping plan isn't working doesn't come as a surprise. I have trouble believing that Tesla's CEO wasn't aware at the time that progress in charging would soon enough make the swap idea completely meaningless.
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What Will Prevent Oil Prices From Dropping Or Increasing Forever?
Let me at the outset define a permanent fall of oil prices as a possibility for it to become "the norm of the day" for a while before oil prices stabilize at a significantly lower level.
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Latest Comments
The Battery In Your Future
2 years ago

Thanks a lot Alpha. Please let me now invite you to read my latest article published today on Seeking Alpha: seekingalpha.com/.../3970134-bloomberg-vs-navigant-research-will-evs-produce-new-oil-crash

In this article: SNE, TSLA
Battery Recharging: Why Is Tesla Not Going Wireless?
2 years ago

Despite Tesla's escepticism regarding wireless charging, the Model S will finally go wireless: http://on.mash.to/1oPJaUS: Not too many would disagree now that the market does find its way, right?

In this article: TSLA
The Battery In Your Future
2 years ago

In a blog published in January 2008 I anticipated the emergence of the sixth techno-economic paradigm with lithium as its key factor: http://evworld.com/blogs.cfm?blogid=558. Many months later, Merril Lynch picked up these insights to suggest the advent of their Cleantech Revolution: s3.amazonaws.com/.../45277882.pdf. Unfortunately, they didn't refer to my previous work on the subject.

In this article: SNE, TSLA
Can Tesla Make Winners Out Of These Lithium Players?
3 years ago

Tesla’s “out-of-cash” option on lithium supply leaves more questions than hopes in the air. For one thing, it’s not clear why Tesla chose Bacanora instead of other operators to secure its future lithium requirements. The only reason I can think of for that decision is closeness to the Nevada giga-factory. For another, it seems quite unlikely that Bacanora will be able to supply in the next 2-3 years the kind of raw material required by Tesla because it doesn’t necessarily possess the best lithium resources in the world and is still in its very early stage of development. In this connection, one can indeed foresee a lithium supply crunch in the near future that could eventually force Tesla and other EV makers to search for alternative technologies, one example of which could be the fuel cells powering the Toyota Mirai. Note in this regard that as early as January 2012 (seekingalpha.com/.../316940-apple-takes-the-lead-laptops-ipads-and-iphones-without-lithium) I also envisaged use of fuel cells in Apple’s i-phones and only after 3 years and half both possibilities seem to have actually come into being (See: www.forbes.com/.../fuel-cells-from-the-toyota-mirai-to-apple-and-an-iphone-6/). Lastly, as I have argued in my latest piece published on Seeking Alpha (See: seekingalpha.com/.../3294695-battery-recharging-why-is-tesla-not-going-wireless), there might be another option for Tesla: Take wireless charging more seriously so that lithium-ion batteries become less crucial to increase EV range which would at the same time imply using less lithium in those advanced energy storage technologies.

In this article: TSLA, BCRMF
Will Wireless Hypercharging Soon Be Used In All-Electric Buses?
3 years ago

As described in a wikipedia entry (See: http://en.wikipedia.org/wiki/1955_Le_Mans_disaster), magnesium was blamed for most of the Le Man’s accident in 1955 where one competitor plus 83 spectators died, “either by flying debris or from the fire”, and 120 were injured. In a fairly recent article (See: magnesiuminvestingnews.com/...teriors-anymore.html) it’s clear that conditions and perspectives of magnesium have since dramatically changed.

In this article: TOSBF, TSLA
1 to 5 of 5 comments

STOCKS I FOLLOW

AAPL Apple Inc.
BA The Boeing Company
BYDDF BYD Company Ltd.
DBO PowerShares DB Oil Fund
DNN Denison Mines Corp
FCUUF Fission Uranium Corp.
GM General Motors Company
LIT GLOBAL X LITHIUM ETF
NSANY NISSAN MTR SPON AD
OILB iPath B S&P GSCI Crude Oil TR ETN
PBW PowerShares WilderHill Clean Energy Portfolio
SSNLF SAMSUNG ELECT LTD(F)
TM Toyota Motor Corporation
TSLA Tesla Motors Inc.
UEC Uranium Energy Corp
URZ Uranerz Energy Corporation
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Juan Carlos Zuleta
Thanks for including me in the list. #lithium https://t.co/Lx3kkDXXgH
Juan Carlos Zuleta
While Corfo prepares to industrialize #SQM's Corfo prepares to industrialize #SQM's #lithium in #Chile, problems with fixing the price with Albemarle for… https://t.co/0gItzqh7qN less
Juan Carlos Zuleta
Comparte con todos ustedes mi último artículo sobre el proyecto industrial de cloruro de potasio de Bolivia https://t.co/MinMij7JHW
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Final Report Of The National Lithium Commission Of Chile
The document consists of four chapters (Diagnosis of Present Situation of Lithium; Strategic Vision for a National Lithium Policy; Suggestions for a Legal Framework; and Suggestions for Royalties and other Specific Charges for Use of Resources); and major proposals for a Lithium Public Policy..

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