Between 2017 and 2022, the demand for lithium tripled, according to the International Energy Agency Last year, companies specializing in lithium development recorded a 50 percent increase in spending, with firms in China nearly doubling their investment. Following a decline in lithium prices between last November and this May, prices have been on the rebound, but where are they going from here?
The attached presentation examines a few of our previously identified contexts that are currently impacting lithium, as well as implications and some potential companies to consider for investment.