De relatie tussen toonaangevende energieopslagbedrijven en lithium

Does heavy reliance on lithium create energy security risks?

Heavy dependence on lithium will create energy security risks because China has a dominant position in the lithium supply chain. Both Europe and North America seek to curtail reliance on China throughout their supply chains.

What are lithium-related issues?

Lithium-related issues are very emblematic to issues related to other rare metals, frequently labeled as “critical” and/or “critical” metals. The British Geological Survey, 1 USGS, 2., 3. SignumBOX 4 World Mining Data 5 provide country level statistics on lithium production;

Can re-shoring improve Europe's lithium supply chain?

Re-shoring activities create opportunities for Europe to strengthen the resilience of its lithium supply chain and to become more self-sufficient. This paper by Bryan Bille assesses Europe’s lithium supply vulnerabilities and the key barriers the continent faces to increasing its lithium supply security up to 2030.

Does lithium mining increase energy security and sustainability trade-offs?

While efforts to expand lithium mining and processing aim to improve energy security, they raise significant energy security and sustainability trade-offs. North America and Europe seek energy security vis-à-vis China, but China has a dominant position in the lithium supply chain through ownership interests in Chilean, Australian, and US mines.

What are the long-term Lithium availability scenarios?

Long-term lithium availability scenarios according to two levels of Li demand (Scenario A: on the basis of the CAGRs observed from the 2003–2013 period, except for batteries reduced to 13% from 22.8% CAGR, thanks to improved design and recycling; Scenario B: on the basis of the 2003–2013 CAGRs).

Are fears of a lithium supply crunch overblown?

According to D. Kramer, fears of a lithium supply crunch may be overblown.