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Lithium: The end of the beginning or the beginning of the end?

Posted on - 09 Apr 2025

Category - Features

Lithium is one of those materials that divides opinion in a way that not many other materials do. Over the past couple of years, lithium chemical prices have been as low as US$10/kg and as high as US$80/kg. At the peak many commentators were calling for prices to go higher still. I believe that most people in the industry would agree that the fact that prices didn’t go higher is probably a good thing. But, with prices at bargain basement levels again, what is the outlook for lithium, which has emerged as a core material for the Energy Transition? In...

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Balance Brine China Cost curve Demand DLE Forecasts Hard rock Lithium Long-term prices Prices Sedimentary Lithium Supply Tariffs