Lithium Value Chain – Demand Growth & Supply Chain Bottlenecks

  • Public Equity
  • Materials
  • Europe


Former senior executive at Benchmark Mineral Intelligence Ltd


  • Lithium supply overview, areas of constraint and growth opportunities
  • Technology innovations such as DLE (direct lithium extraction)
  • Demand pressures, including EV usage and impact of auto OEM contracts on commercialisation
  • Access dynamics across miners, battery material manufacturers, cell manufacturers and auto OEMs
  • H2 2022 outlook, highlighting supply-demand expectations and production across Chile, Bolivia, Argentina, Australia and China


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