Lithium

Strategic Commodities 2.0: 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.

Strategic Commodities 2.0: 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.

Strategic Commodities 2.0: US Lithium Production

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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