As of January 2010, the USGS estimated world total lithium reserves at 9.9×109 kg (economically extractable now) and identified lithium resources at 2.55 × 1010 kg (potentially economic). Most of the identified resources are in Bolivia and Chile (9 × 109 kg and 7.5 × 109 kg, respectively). World lithium production is currently on the order of 2 × 107 kg per year. 
How Much Lithium We Need
Lithium-ion electric vehicles can be designed with a large variation of battery capacities, so I will (somewhat arbitrarily) base my analysis on the Nissan Leaf electric car, which has a 24 kW·h battery.  There are electric cars with smaller batteries than the Leaf (e.g., Chevrolet Volt) and larger batteries (e.g., Tesla Model S), so the Leaf's battery strikes a rough median. Every 10 kW·h requires 1 kg of lithium, so it takes at least 2.4 kg of lithium to make this battery.
If all other lithium industries suddenly evaporated, we could imagine using the entire world lithium production to make nothing but Nissan Leafs. At 2 × 107 kg of lithium per year, we can make 8.3 million of them. Using all 9.9 × 109 kg of the world's lithium reserves, we can make 4.1 billion Leafs; using all the identified lithium resources (2.55 × 1010 kg), we can make 10.6 billion Leafs.
If we would like to have a North American standard of living for everyone in the world – say, 1 car for every 2 people – then we would need about 3.4 billion Nissan Leafs. This would use 32% of the identified resources (all known lithium in the world), or 82% of the reserves (all lithium that is currently economic to produce). Even with widespread recycling, that seems like an unsustainable prospect.
I might add that Mexico's labor force wages are now at 20% less than China's. Ford is moving all small car production there because of their small margins on them. Labor plus the fact of the mexican trade treaty with the EU forced it. There's a 10% import tax from the USA to the EU. There's none when shipped from Mexico. An example of Obama and congress job creation.
Mexico wants to lower the cost of electricity and green up their footprint. They want to attract more industrial partners. Their state run utilities are still using too much coal and oil to produce too little electricity.. Its inefficiency created electricity prices for industry at 110 to 120 percent higher than USA prices just across the border. Their citizens pay 45% more even with substantial subsidies. Their reform act is lowering costs for electricity and soon will attract more industry which in turn will require more electricity. Mexico has made investments in retooling its electricity grid to run on natural gas, instead of the petroleum the country has been using. More NG power plants will be built.
He sold Apple and said that he feared china sales. The real reason was that he needed the cash. His organization has been cash flow negative for months and he needed to pay down billion dollar loans. He probably needed to raise cash again to pay the big dividend payouts. Tax loss was probably another lame excuse. He wouldn't want to tell the truth to his Icahn enterprises investors.
Hillary will never sing. She'll continue to lie and cover up. It's been her life.
The pacific NW may be different. I saw a prediction this morning of maybe no low land snow in Seattle. Maybe heavy snow in the mountains. Warmer than usual water just off the coast.
According to the S3 Velocity Indicator, a measure of the real-time relative change in shorting activity, short sellers have been unwinding their bearish bets since 9/19, the day Icahn disclosed to the market his reduced holding.
Short interest is estimated to be down as much as 20% since early last week, from $750million to $600million in short exposure currently.
As more shares hit lending pools due to Icahn’s long sales, borrow spot rates have hit the lowest levels seen year-to-date, currently trading just off general collateral/cheapest rates.
This is in stark contrast to February, when indicative fees hit as high as 50% when the stock price hit its 52-week low of $1.59.
Investors will be watching closely what Icahn’s next move is, as he may be planning on cutting his stake even further now that he has no board representation. And if he does, shorts sellers will realize additional profits.
Or one or both directors health have changed? Lipinski Is 65 and wants to retire from all work? It's all guess work that won't be public information.
Yes. Let's see what's cooking. The possibilities are endless. A buy out coming soon? They accomplished their purpose and other directors would be better suited to carry on? Icahn has a better purpose for his men? Icahn was asked to pull his men after his share reduction and a larger shareholder wants a seat? Icahn wants to merge LNG with CHK and doesn't want to appear to ignitiate the takeover from both ends?
Saudis are in a no win situation. If they put smaller frackers out of business, fracking doesn't go away. It gets cheaper as others acquire the rights at a new lower price and bargain drilling contracts. They are driving down costs and not improving their position in the world.
NG prices will be climbing higher
Thanks. Those two trains probably effected the storage report. From what I had read, it looks like they have to slow them down before they shut them off.
NG shorts were fooled earlier in September and had to buy back. Cheniere made a statement that they wanted to be fully prepared with parts and labor prior to shutdown so that cash flow wouldn't stop. Argus Media reported on September 19th that Cheniere Energy has begun a four-week shutdown of its Sabine Pass LNG export terminal in Louisiana to repair gas flares that have not functioned properly. Maybe if they are prepared that timeline will be shorter.
Cheniere may have cut back production and effected the storage report today if their storage tanks were already full. But they will have empty tanks afterward that will be filled as fast as possible.