The lithium market: between the needs of the energy transition and major geostrategic issues

Yves Jégourel

No 2502, Policy briefs on Commodities & Energy from Policy Center for the New South

Abstract: Lithium prices have plummeted over the past two years, while demand is set to rise sharply to fuel the planned boom in electric vehicles and "clean tech". Is this a paradox, or is it typical of global commodity markets where instability is the rule and geostrategy plays a key role? An analysis of the mechanisms at work in the market for this strategic resource is needed to understand the shape this market may take over the next few years.

Date: 2025-03
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