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Lithium

Demand for lithium is forecast to increase up to x40 times between 2022 – 2040, driven by global sales of electric cars and batteries.

The top three lithium producing countries are currently Australia, Chile and China, accounting for over 90% of global production.

Investment in exploration outside of the “lithium triangle” — Chile, Bolivia, Argentina — which holds roughly 85% of the world’s lithium reserves, is finding significant new hard rock opportunities for investors.

Our latest in-depth analysis on lithium:

Which critical minerals will power NextGen electric batteries
The emerging lithium powerhouse you never heard of

Stay ahead of the market with our regular investment insights into lithium:

Investment in clean energy needs to increase to $4.5 trillion a year by early 2030s, as metals projected supply falls short of demand — new IEA report
Demand for critical minerals — including, lithium, copper, nickel and cobalt — will x4 to meet global net-zero targets by 2030,...
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for...
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over...
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7...
Investment in clean energy needs to increase to $4.5 trillion a year by early 2030s, as metals projected supply falls short of demand — new IEA report
Demand for critical minerals — including, lithium, copper, nickel and cobalt — will x4 to meet global net-zero targets by 2030,...
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for...
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over...
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7...

Latest infographics on lithium:

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Sep 28, 2023
Manganese: the forgotten metal set to electrify markets
Sep 26, 2023
Investment in clean energy needs to increase to $4.5 trillion a year by early 2030s, as metals projected supply falls short of demand — new IEA report
Sep 25, 2023
Microsoft plans nuclear SMR strategy to power data centers

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