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Inside the accelerating global race for lithium

The demand for lithium, essential for electric vehicles, is expected to face twenty years of rapid growth, according to our new report.

The Oregon Group forecasts lithium’s dominant demand segment — electric batteries and vehicles (EVs) — is also it’s fastest growing, a dynamic rarely encountered even in bull markets.

Our co-founders, Anthony Milewski and Justin Cochrane have over 10 years worth of connections with explorers, developers, and producers in the lithium sector. 

The report — “Inside the accelerating global race for lithium” — examines how the lithium market has seen a significant price correction in 2023, stalling new lithium projects and limiting supply expansion needed to meet the expected increase in demand for the next generation of EVs. Price volatility is also compounded by global geopolitical tensions, local community environmental concerns, as well as government permitting issues.

Established lithium producers face a unique set of challenges that offers an opportunity for new jurisdictions, particularly, in Africa. 

Included in The Oregon Group report:

  • Lithium explained
  • The big trends
  • Investing in lithium
  • Projections by The Oregon Group

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Welcome to The Oregon Group, an investment research team focused on critical minerals, mining, energy and geopolitics.

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