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The Global Shortage Hitting Early 2025, Could Be Saved by This Incredible Picture of Lithium
As countries scramble to wrestle China’s 60%+ stranglehold on the global lithium market…

A new project hidden in Canada for 40 years… and can be spotted from the sky… could be a significant lithium breakthrough in North America

Take a look at this rock.
Li-FT Power’s CEO, Francis MacDonald, shows off this lithium rock he picked up in the NorthWest Territories, Canada.. Owned by Li-FT Power (OTCQX:LIFFF)
For most lithium companies around the world… they dig dozens, if not hundreds of meters into the earth’s crust to find this rock.

Not the one this man is holding.

This specific rock not only contains some of the highest grade lithium around… this rock could be picked up right off the ground. Yes, like any old pebble!

In fact, there’s over 158,400m2 area of land that is bursting with this rock. So much so there are kilometers of it just sitting on top of the earth.

It’s so large…

Just look for yourself on Google Maps:

You can see this lithium deposit from this aerial view.
See those white specks stretching over 2 kilometers? That stuff can power a Tesla… and it’s there for the taking.
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The Global Shortage Hitting Early 2025, Could Be Saved by This Incredible Picture of Lithium
As countries scramble to wrestle China’s 60%+ stranglehold on the global lithium market…

A new project hidden in Canada for 40 years… and can be spotted from space… could be a significant lithium breakthrough in North America

Take a look at this rock.
Li-FT Power’s CEO, Francis MacDonald, shows off this lithium rock he picked up in the NorthWest Territories, Canada.. Owned by Li-FT Power (OTCQX:LIFFF)
For most lithium companies around the world… they dig dozens, if not hundreds of meters into the earth’s crust to find this rock.

Not the one this man is holding.

This specific rock not only contains some of the highest grade lithium around… this rock could be picked up right off the ground. Yes, like any old pebble!

In fact, there’s over 158,400m2 area of land that is bursting with this rock. So much so
 there are kilometers of it just sitting on top of the earth.

It’s so large…

Just look for yourself on Google Maps:

You can see this lithium deposit from this aerial view.
See those white specks stretching over 2 kilometers? That stuff can power a Tesla… and it’s there for the taking.
 This unique project in the Northwest Territories, Canada is called The Yellowknife Lithium Project. Discovered in the 1970’s, but hidden from the world, until today 
Once owned by ExxonMobil in the 80s… it’s sat dormant and relatively untouched for the last 36 years.

Until now.

When a successful gold finder from the $47B Newmont Mining company, Francis MacDonald, stumbled on a major arbitrage in the lithium market.

    Due to his experience in gold mining, he knew you needed 500,000 - 1.5 million meters of drilling to start a gold project. And the costs are enormous.

    For copper mining, it’s 200,000 - 1 million meters of required drilling.

    For lithium? It’s only 50,000 meters of drilling. That means less money, time, and effort to find out how much metal is in the ground.

    Not only that,  there are already over 536 active gold-producing mines running right now.

    Active producing lithium mines? A paltry 54.

    That’s not enough.

    At the moment, there are:


    1. Record-breaking demand for electric vehicles (EVs)... and lithium-ion batteries.

      Plus,

    1. A looming lithium shortage to hit as early as 2025… according to CNBC.
    Francis took his geology and mining knowledge and founded Li-FT Power.

    The company is only two years old while potentially sitting on a fascinating lithium deposit in North America.

    Li-FT Power trades publicly on the US OTCQX: LIFFF
    Li-FT’s a company bursting with lithium potential…

    Literally coming out of the ground.

    Li-FT currently is drilling (as you read this) to discover how much lithium is here
    Why hasn’t Yellowknife been drilled for lithium if it could be one of the greatest deposits in North America?
    Extracting any resource… from gold to copper to lithium takes:

    • Time to permit and develop the mine site
    • Money to do so


    Companies like ExxonMobil and individuals barely touched Yellowknife for almost a century as lithium wasn’t as profitable to get out of the ground.

    Only recently have EV sales picked up… lithium prices soared and then stabilized and the demand for lithium-ion batteries taken off.

    It’s only now… as we face geopolitical risks and coming lithium shortages does it finally makes sense to put more shovels into the ground.

    That’s the opportunity Li-FT Power and its founders see.

    Over 50% of the outstanding shares of Li-FT Power are owned by the founders and early investors.
    Early Li-FT investors poured in as much as $15 million dollars EACH into the company to acquire the Yellowknife Project and start defining how much lithium is in the ground.

    That money hasn’t gone to pay out ‘bonuses’ or waste.

    Francis, the CEO, is plowing most of the cash into fast-tracking Yellowknife by drilling to determine HOW MUCH lithium is there.

    Remember, this deposit has lithium containing rock that can be seen on the surface.

    Now, it’s drilling down 200-300 meters and determining how big this project really is.

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    “We’re hitting on 80-90% of our drill holes,” the CEO says.
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    Meaning, 80-90% of drill tests locate more lithium.

    • By mid-2024 = Li-FT should know how much lithium they’re holding.

    When you hear about car companies partnering up with mines now:

    • Ford pre-purchased one-third of the output of a lithium mine in 2022
    • GM invested over $650 million bucks into a lithium mine in 2020
    • Volkswagen is seeking to create what former CEO Herbert Diess has called a “full ecosystem of suppliers from lithium extraction to the assembly of batteries” in Spain
    Car companies are biting their nails due to shrinking lithium supply-to-demand
    We’ll need 78 new mines by 2035 to accommodate total demand
    But few mines are under development, and existing mines are not scaling up lithium production.

    Also, lithium mines take 10+ years to bring online. So if the mine is not already under development, it’s too late.

    Which is why massive shortfalls are already being predicted.

    Under the best case scenario, the lithium shortage in three years will be as much as the entire demand was in 2022.

    To avoid the impending crisis, EV manufacturers are taking matters into their own hands. In a rare move, they’re getting involved in lithium mining itself.

    What’s unfolding is an escalating, no-holds-barred brawl for lithium supply.


    • Consider Volvo, which is talking with the biggest mining companies in the world about buying a stake in their operations. Not for a profit, but just to have access to lithium.

    • Volkswagen's CEO, Scott Keogh, echoes this sentiment: "We are not going to become a mining company. But certainly, we will get significantly closer."

    • Or Ford, which pre-purchased 33% of the lithium output of a new mine in Nevada last year.

    • A few months after that, GM invested $650 million in a lithium mine—also in Nevada.

    GM Director of Purchasing Tanya Skilton predicts that the industry will be divided into winners and losers: Companies with minerals for “electrified dreams” will succeed.

    The rest are toast.

    It’s after feasibility, this type of investor interest really picks up both with the stock…

    AND the potential vendors who desperately need more high-grade lithium.

    Why?

    Once Li-FT discovers how much lithium they can get and the way to extract it economically… companies and investors start watering at the mouth.

    An example is Tesla was rumored to be in talks to buy Sigma Lithium… the massive lithium project in South America for around $3-4 billion.

    That company kept updating their feasibility and reserve size to be bigger and bigger… Tesla was interested to pounce.

    How big is the potential lithium motherlode
    inside Yellowknife? 

    NOTE: Modelling a deposit has a lot of variables, and risk. And that’s the job of seasoned analysts to determine.
    Tesla was interested in buying Sigma Lithium, as mentioned. Today, Sigma is a $4 billion dollar lithium company in Brazil.

    Their entire business centers around their one lithium project, Grota do Cirilo.

    The mine’s already up, running and producing as they started working on it in 2012.

    Sigma's Grota do Cirilo, is estimated to hold between 85 and 100 million metric tonnes of lithium in their mine.

    What about Yellowknife?

    According to Francis, the CEO…

    He and his team are more than halfway through drilling to determine the actual tonnage.

    Sigma is further along and now producing up to $450 million in free cash flow from their lithium output.

    Sigma’s stock skyrocketed over 1,350% as lithium demand and prices soared… Of course, past returns are no guarantee of future returns.
    Taking a further look…

    LIFT’s Yellowknife lithium deposits are in yellow, and Sigma’s Groto do Cirolo deposits are in green, both at the same scale on these maps.

    Let’s look at another major lithium discovery (again, this is picking the superstar assets)… Patriot Battery Metals...

    • 2.5 years ago, they were worth around $10M. Today, they’re a $1.25 billion dollar company but haven’t pulled an ounce of lithium out of the ground yet.

    Patriot Battery Metals project is called, Corvette.

    And it’s currently heralded as one of the largest lithium mining deposits in the Americas.

    They show 109 million metric tonnes of lithium ore.

    The project is still years from producing lithium revenue… worth over $1 billion… they’ve simply defined how much lithium they have in the ground.

    Li-FT Power aims to have a resource estimate done in the next 8 months and will be able to share their final numbers.

    If >100 million metric tonnes proves correct (that “IF” is THE high-risk with this)…

    Li-FT Power could end up with a significant lithium deposit in the Americas.

    The top 4 lithium projects in the Americas are owned by billion dollar companies as of this writing
    One large owner, Albemarle, is worth over $16 billion. They own multiple projects globally.

    Take a look:

    Yellowknife has the potential to surpass the size of these billion-dollar sites,
    including its neighbor, Patriot Battery Metals.
    Meaning, two of the largest deposits in North America are quietly tucked away in Canada.

    Yet, at the moment, Canada is a rounding error on the total lithium producers in the world.

    Canada is a sleeping giant in lithium production
    Australia leads the pack in lithium production by a wide margin followed by members of the “Lithium Triangle”, Chile and Argentina. Then, of course, China.

    Canada is not even at 3% while Australia reigns at over 46%.

    It’s not a shock if Canada begins making strides higher, especially in the mining space.


    • Canada is already a top 5 producer of uranium, diamonds, gold, platinum, titanium, and other resource metals. Mining is in its DNA.

    In Canada, thanks to the Ice Age ending only 25,000 years ago, the lithium deposits are easier to get to (cheaper to drill) and not as ‘damaged.’ The glaciers also “polished” the landscape making beautiful, pristine deposits at the surface in areas like Yellowknife.

    Not only that…
    Many Canadian suppliers are not affiliated with China

    China is a major geopolitical concern in the lithium space. A big reason being they got to the lithium first.

    Their quest for more EVs before global adoption meant they snatched up mines all over the world. 

    China itself produces only 17% of the world’s raw lithium. But it has managed to wrap its tentacles around every corner of the lithium market.

    It even has the lithium refining market cornered: 65% of the world’s lithium chemicals are produced in China.
     
    For example, Australia produces about half of the world’s raw lithium—but it’s almost all owned by China:
     

    • A Chinese lithium company owns a large stake (~25%) in Greenbushes, the Australian lithium reserve that is the largest in the world,
    • The second-largest lithium reserve in the world, also in Australia, is underwritten by Ganfeng Lithium... a Chinese company.

    Nearly 60% of the world’s known reserves of lithium can be found inside a triangle that intersects the borders of  three countries – Chile, Argentina, and Bolivia. (aka the “Lithium Triangle”)
    The “Lithium Triangle” holds most of the lithium reserves… and China owns a large chunk of the
    Ganfeng Lithium paid $4 billion to become the second-largest shareholder in SQM, the largest lithium producer in Chile.

    And in 2021, Chinese companies bought three major lithium mines in Argentina in deals worth $1.3 billion.

    Most countries are trying to get out from the stranglehold of China’s grasp on the lithium market.

    China’s main gig is that they own over 60% of the lithium processing capacity. Bloomberg projects they own up to “80%”. Which is quite alarming…

    That’s on top of owning the actual lithium in the ground inside multiple countries.

    The battle for lithium comes down to access to the lithium-ion batteries.

    That’s why the US is also seeking alternative lithium supplies.

    We need more lithium-ion batteries to power electric vehicles.
    An electric car battery has between 30 and 60 kilos of lithium. It’s estimated that by 2034, the US alone will need 500,000 metric tons of unrefined lithium a year for EV production.

    That’s more than the global supply was in 2020. And by 2030, Albemarle, the world’s largest lithium producer is projecting that 3.7 M metric tonnes of lithium will be needed.

    That’s a lot of lithium needed…

    By mid-century, some experts project EVs will be nearly 100% of the market supply for vehicles.

    Boston Consulting Group predicts electric battery-powered vehicles will surpass combustion engine vehicle sales as soon as 2028.
    EV demand has picked up in just the last two years
    Whether you believe gas powered cars are on their way out or not… there’s no denying EV sales are shooting upwards at the moment. Everywhere you turn in North America, there’s a Tesla driving by.

    And the numbers in China are breaking new records…

    If the U.S. meets its 2030 target, there will be more than 48 million EVs on the road in just seven years.

    But it’s not just the US trading in gas for lithium-powered electrics…

    Europeans just started buying a ton more EVs in 2021.

    EV sales have tripled in just three years.
    China beat other countries to the ‘lithium punch’ early because they suck up more supply of EVs than anyone.

    More EVs on the road = more lithium required.

    To create one, singular lithium-ion battery to power a Tesla, you must process 25,000 pounds of brine for the lithium!

    More is needed.
    The International Energy Agency, an organization that tracks world energy usage,  says:
    Demand for LITHIUM is growing faster than demand for any other metal or mineral
    They estimate that the global demand for lithium will increase more than tenfold by 2030, and potentially 50 times greater by 2040.

    Check out where the demand graph is at the moment…

    We’re in the early stages of lithium demand
    Meaning, experts predict a near 4X increase in lithium demand. 73% of that today comes from EVs. Another block is energy storage.

    Keith Phillips, CEO of Piedmont Lithium, projects we need “40X more lithium by the end of this decade.”

    That may be overstating, but either way… the supply crunch is set to begin as early as 2025. And the gap will only widen as time passes.

    We need more lithium being produced.

    Well, there are large players out there. The biggest in the world own projects in the China-heavy “Lithium Triangle.”

    However, getting the product out of the ground and scaling it is a problem.

    The problem?

    Big-time companies like Albemarle aren’t hard-rock lithium mining… they use a technique called brining.


    • Brining is a process where… instead of chipping away at rock and pulling out the lithium…

    Brining pumps ungodly amounts of water into lithium deposits… extracts the solution… then dries out the water to get the lithium salt remaining.

    Here’s the issue…

    The brining evaporating cycle takes 2 years to complete!

    In Hard Rock lithium mining, you can pull the product out and it’s commercial-ready 6 weeks later.

    Yellowknife has hard-rock lithium sitting on the surface ready to be processed. Little to no water evaporating is required.

    You can’t scale brining operations without more land and tonnes and tonnes of more water.

    In Chile, brining has caused severe droughts. In Northern Chile, an entire river was dried out due to water extraction and evaporation. “Rivers and lakes have disappeared,” one local told the news.

    To meet soaring demand…
    We need more hard-rock lithium miners. And with many countries turning their backs on Chinese operations...
    Canada has another opportunity to shine in the mining space.

    The lithium Project that could be at the center of it all?

    It’s called Yellowknife, as mentioned. A Project you can see from Google Maps for yourself, it’s that obvious!

    Yellowknife’s owned by Li-FT Power… a two-year-old lithium mining company.

    Francis MacDonald, the CEO, has put together an expert team with multiple geologists and environmental officers.
    A top tier team for a top tier lithium asset. Insiders own 50% of the outstanding shares
    Currently, the company is valued around $198 million, as of this writing. They hold $18 million just in cash.

    The stock trades for a mere $4 under the ticker symbol: OTCMKTS: LIFFF.

    The goal is to continue to develop the Yellowknife project to become one of the top deposits in not just the Americas… but also the world.

    Insiders still own 50% of the stock and aren’t selling. Shares only went public in May 2023.

    Lithium prices currently sit at multi-year lows.

    As we see a supply crunch with demand skyrocketing, there’s no telling how long lithium prices will stay this low.

    This low lithium price will discourage new lithium miners to develop.

    Meaning, if competitors don’t start now, they won’t be extracting any new lithium before 2030. That could exacerbate the supply problem even further.

    By then, it’s too late even if lithium prices rebound.

    An investor is better to position themselves before lithium prices go up again. (there’s no telling when that may be).

    Investing in Li-FT Power at just $4 is an easy way to gain exposure to lithium, but also enjoy watching the potential unfold.


    • Their next major milestone for investors is finishing their drilling in early 2024… then a feasibility study by mid-2025.
    Consider Li-FT Power (OTCMKTS: LIFFF) as a potential value play in the lithium mining space
    As a bonus:

    Li-FT Power also owns four other projects in Canada.

    • Cali - acquired with Yellowknife near the Yukon border
    • Rupert - located near the James Bay region of Quebec
    • Pontax - located also near the James Bay region
    • Moyenne - accessed via helicopter, also located in James Bay

    All 4 of these ‘bonus’ assets are in pre-production. Most funding is going towards Yellowknife.
    Li-FT Power is focused on exploration & development of hard rock lithium deposits in Canada 

    Download the Corporate Presentation 

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