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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:

Latin America’s “Lithium Triangle”: opportunities and risks for US investors
The emerging lithium powerhouse you never heard of

Our in-depth industry report into the accelerating demand for lithium:

The supply of 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.

Report: Inside the accelerating global race for lithium

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

Report: Inside the accelerating global race for lithium

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

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

Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs...
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany 100% dependent on imports for 14 of 27 critical minerals, 95% import dependent on 3 others German strategy to...
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...
US tightens restrictions on critical minerals and electric battery parts from China
The US Treasury has announced that any electric battery manufactured in the US that includes components or critical minerals extracted...
Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs...
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany 100% dependent on imports for 14 of 27 critical minerals, 95% import dependent on 3 others German strategy to...
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...
US tightens restrictions on critical minerals and electric battery parts from China
The US Treasury has announced that any electric battery manufactured in the US that includes components or critical minerals extracted...

Latest infographics on lithium:

Latest Market Analysis:

Artificial Intelligence and the next critical mineral supercycle
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Apr 22, 2024
Artificial Intelligence and the next critical mineral supercycle
Apr 16, 2024
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Apr 15, 2024
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