Here comes Lithium’s Fourth Generation
With lithium very much in focus given the rapid increase in prices in the last 12 months, the future of lithium supply is set to become of increasing importance. October and November have seen IPOs by a number of what we suggest are Fourth Generation (Gen#4) lithium developers. Lithium Gen#4 seems to be mostly based on hard rock deposits in Australia and Canada, although there are still some brine deposits in Latin America on the drawing board. Pre-2016 the lithium industry was dominated by production from salar brines, primarily from Chile’s Atacama basin. While the Greenbushes hard rock mine was...
Topics
Brine
CO2
DLE
Gen#4
Hard rock
Lithium