Lithium supply outlook hangs in the balance
Supply of key battery material hinges on pace of investment in mining and processing
Two leading consultancies tracking the global lithium market agree there is plentiful resources of the metal in the ground. But the firms, BloombergNEF and Rystad Energy, have very different views of the supply and demand balance for lithium in the second half of this decade. Oslo-based Rystad is predicting lithium will fall into shortfall by 2026, with the potential for a hardcore supply crunch over the following few years, whereas BNEF believes supply will be able to meet rapidly rising demand to the end of this decade at a minimum. Recycling will not bail out the lithium market in the former, as neither consultancy expects significant amounts of lithium recycling until end of decade, if n

Also in this section
9 July 2025
Latin American country plans a cap-and-trade system and supports the scale-up of CCS as it prepares to host COP30
3 July 2025
European Commission introduces new flexibilities for member states to ease compliance with headline goal
1 July 2025
Supportive government policy, deforestation threat and economic opportunity drive forward the region’s monetisation of forest carbon
27 June 2025
TotalEnergies’ delayed FID for its Venus project will likely set back first oil, but Windhoek has other irons in the fire