Lithium News & Analysis

Minerals for Recognition: The Taliban’s Shadow Diplomacy

The Chinese state owned mining company MCC have built a camp at Mes Ainak, 35km south of Kabul, while archeologists are racing to excavate a series of ancient Buddhist monasteries before the bulldozers roll in. The Afghan government is desperate for the copper royalites, once mining starts, but officials familiar with the deal said the Chinise, having secured the rights to the deposit, appear to be in no hurry to start exploiting it. They are supposed to build a railway and a power station, but have not started either. / cc Jerome Starkey, modified, https://www.flickr.com/photos/jeromestarkey/6349904680

The Taliban leadership is seeking to leverage Afghanistan’s considerable mineral wealth in a comprehensive effort to gain wider diplomatic recognition for the regime.

China’s Win-Win in Zimbabwe: Lithium for Regime Legitimacy

cc kremlin.ru, modified, http://en.kremlin.ru/events/president/news/59679/photos

China is shoring up its lithium supply chains in Zimbabwe, and the increasingly repressive Mnangagwa regime is happy to play ball.

Lithium Industry: US Senate Approves Critical Tax Treaty with Chile

cc Mark Scott Johnson, modified, https://flickr.com/photos/markscottjohnson/110754341/in/photolist-aMDpB-2nAThk8-xrog9s-CHSPWs-4p9smM-cfpfCo-byik8g-2hLmWfk-2hLm5Yz-k4prqP-bEgmTS-4JJHER-a42unT-2hHqGsP-2hWstx-bwoSzY-BQeZ1W-2hLqKUG-dqABV4-bwoT1N-bD1YVm-2hHo7gJ-P5URBB-dvvVms-7L4M9m-6Sh8wQ-cjgru7-u44np-2gyuXTx-6S9Xxp-Ucne8W-cjR7BJ-BSihU-agknYM-21GRe4Y-8QssSQ-93phBy-93piad-rUnxtX-8TpP39-agnFyS-agnrS9-xEE3DW-6iXN2s-8hsT8Z-ndDJqU-TZLJ2R-6anAWc-XQgQWT-TZLJep

The US lithium trade cleared a decade-long hurdle in June, clearing the way for greater US involvement in Chile’s lithium industry.

This Machine Runs on Water: Lithium in Latin America

cc psyberartist, modified, https://flickr.com/photos/psyberartist/6016688970/in/photolist-aaF71J-aaCef4-aaCbsv-aaF5F5-9j75XM-9j7idZ-9ja29Y-9j6Nrc-8VT8yi-9j7opK-9j7btx-9j9JCm-9j9Kph-9j6RNX-9j9EmW-9j9Fb3-9j6DFZ-9j9T63-9j9S6Y-9j9YSC-9j6L2z-9j6SFB-9j7mNt-9j7jU2-9j7nuM-9jap8L-9j7m6z-9j7kpH-9j9Ums-9j7j8H-a3M86w-9jac7j-9jagVu-9j6vGH-9j6yot-9j6Pqg-9j6Qcg-9j7hca-9j9Loj-9jacV9-9j77Bp-9j7LRt-aMPDpv-6arXby-28vLsDa-a3Jp6a-a3M7Kq-a3MeRU-a3Jjnk-9jaixQ

Lithium holds the promise of revolutionizing the carbon-based global economy. But it has a dirty little secret in the intense water usage involved in its extraction.

Chile Announces Plan to Nationalize Lithium Industry

cc Coordenação-Geral de Observação da Terra/INPE, modified, https://commons.wikimedia.org/w/index.php?search=chile%20lithium&ns0=1&ns6=1&ns12=1&ns14=1&ns100=1&ns106=1#/media/File:Salar_de_Atacama,_Chile.jpg

Resource nationalism continues to ripple through South America as governments consolidate control over critical mineral industries like lithium.

The G20 Must Build on the G7 Five-Point Plan for Critical Minerals

cc India Prime MInister's Office, modified, https://commons.wikimedia.org/w/index.php?search=modi%20kishida&ns0=1&ns6=1&ns12=1&ns14=1&ns100=1&ns106=1#/media/File:Narendra_Modi_and_Fumio_Kishida_in_New_Dehli_19_March_2022.jpg

The robust partnership between the G7 and G20 presidencies of Japan and India respectively represents a unique opportunity to consolidate global action on critical minerals.

Joining the Game: Peru Seeks to Exploit Lithium Deposits

Ministerio de Defensa del Perú, modified, https://commons.wikimedia.org/w/index.php?search=Dina%20Boluarte&ns0=1&ns6=1&ns12=1&ns14=1&ns100=1&ns106=1#/media/File:MDP_2563.jpg

While not as rich in lithium as neighboring Bolivia, the Republic of Peru has significant lithium reserves waiting to be exploited.

Argentina: In the Eye of the Lithium Storm

cc Coordenação-Geral de Observação da Terra/INPE, Flickr, modified, https://www.flickr.com/photos/observacao-da-terra/30427822967

Lithium is increasing Argentina’s geopolitical relevance, and Beijing and Washington are watching. But is Buenos Aires strong enough to play both sides?

Lithium OPEC: Viable or Volatile?

cc Oton Barros (DSR/OBT/INPE), Coordenação-Geral de Observação da Terra/INPE, http://www.dsr.inpe.br, modified, https://commons.wikimedia.org/wiki/File:Lithium_mine_at_Bolivia%C2%B4s_Uyuni_Salt_Flat,_on_a_CBERS4_MUX_yesterday%C2%B4s_image.jpg

Argentina, Chile, Bolivia, and Brazil are exploring the idea of forming an OPEC-like cartel for the lithium industry, but there are geopolitical and domestic roadblocks involved that won’t easily be overcome.

Bolivia’s Lithium Reserves: Unfulfilled Ambitions, New Promises

cc Dan Lunberg, modified, https://commons.wikimedia.org/w/index.php?search=lithium%20bolivia&ns0=1&ns6=1&ns12=1&ns14=1&ns100=1&ns106=1#/media/File:20170809_Bolivia_1506_crop_Uyuni_sRGB_(37980061291).jpg

A massive deal promises a new wave of Chinese investment into Bolivia’s lithium industry, raising new geopolitical and developmental concerns.

Critical Minerals: Global Lithium Supply

A vehicle in one of Chile's salt flats. cc Diego Delso, modified, https://commons.wikimedia.org/wiki/File:Salar_de_Pujsa,_Chile,_2016-02-08,_DD_01.JPG

New energy paradigms demand new strategic commodities. This article examines factors impacting lithium supply over the next decade.

US Lithium Industry: Thacker Pass

Silver Peak; the only active lithium mine in the United States; modified Coordenação-Geral de Observação da Terra/INPE, cc, https://commons.wikimedia.org/w/index.php?title=Special:Search&redirs=0&search=silver%20peak%20lithium&fulltext=Search&ns0=1&ns6=1&ns14=1&title=Special:Search&advanced=1&fulltext=Advanced%20search#/media/File:Silver_Peak,_Nevada,_USA.jpg

The story of Thacker Pass – the future jewel in the crown of the US lithium industry – illustrates many of the challenges in shoring up US supply lines of critical inputs for green technology.

Lithium Monopoly in the Making? Beijing Expands in the Lithium Triangle

cc Dimitry B, modified, https://flickr.com/photos/ru_boff/14863560864/in/photolist-oDrCNL-9j9JCm-ohRG7R-9j9Veh-8VT8yi-aaF7zG-aaCghK-aaCdh8-aaF71J-aaF2vC-aaCef4-aaCeUi-aaCbsv-9j75XM-aaF5F5-9j9HPU-9j9Kph-9j6RNX-9ja29Y-9j9Fb3-9j9EmW-9j6DFZ-9j6Nrc-9j9T63-9j6SFB-9j9S6Y-9j9YSC-9j6L2z-9j7opK-9j6vGH-9j6yot-9j6Pqg-9j7mNt-9j7idZ-9j7jU2-9j6Qcg-9j7nuM-9jap8L-9j7m6z-9j7hca-9j9Loj-9j7kpH-9j9Ums-9j7j8H-9jacV9-9jac7j-9j77Bp-9jagVu-a3M86w-9j7Kct

China aims to expand its influence in the “Lithium Triangle” as a component of a broader campaign to construct a near-monopoly in the global lithium market.

Critical Minerals: Global Lithium Demand

cc flickr Coordenação-Geral de Observação da Terra/INPE, modified, https://flickr.com/photos/observacao-da-terra/43000042851/in/photolist-2j4pvzc-ZgN3te-oDrCNL-ohRG7R-8VT8yi-aMPDpv-6arXby-28vLsDa-6anAWe-6anAWc-ZMstLE-ZSaJt4-FVAXce-FVB1Vr-NqM8Ee-NmNxFn-2bWTzZz-2aG93uT-8qNChk-8qNC4p-8qRJmm-8qRTT9-8qRUiL-8qRU5f-8qNNbt-ZSaEkV-8qNNkK-FVAWTt-ZMs9W5-ZMsrCG-ZSaK1X-ZMspgN-ZMsskJ-ZSaKNt-ZSaLcz-ZMstiq-8qRUbd-8qRUHm-8qNBJe-8qRUMs-8qRTYL-8qRJ41-8qNBXk-8qRJJf-8qNCrg

New energy paradigms demand new strategic commodities. First in a new series, this article examines factors impacting lithium demand over the next decade.

Critical Minerals: US Lithium Production in 2020

Lithium brine pools at Silver Peak, Nevada. cc Flickr Coordenação-Geral de Observação da Terra/INPE, modified, https://www.flickr.com/photos/observacao-da-terra/30472813037/in/photolist-63T9D2-2haMFur-2hHPypj-2haNErD-2hqfRnp-2hrHEYA-2hHNyyf-2hujwGZ-T258uS-2hqbYYg-T258A3-NqM8Ee-aCj9u6-aCjb2Z-hogAQL-8qNChk-8qNC4p-8qRJmm-8qRTT9-8qRUiL-8qRU5f-8qNNbt-8qRUbd-8qRUHm-8qNBJe-8qNNkK-8qRTYL-8qRUMs-8qRJ41-8qNBXk-8qRJJf-8qNCrg-aCmPC7-aCjavr-2iTAFMj

US battery giants have long been reliant on foreign lithium supply for their production. But this is now changing.

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