LITHIUM Demand 'Growing Every Year' and It's Still Early Days

Lithium demand is growing every year and the guest argues a new bull market is accelerating but still in its early stages.

Battery storage for AI data centers and solar-plus-storage grids is becoming a major new lithium demand driver alongside EVs.

Nine of the world's ten lowest-cost spodumene producers sit in Africa, the guest argues that's where the next supply wave comes from.

Lithium Africa assembled 4,000+ sq km across six African jurisdictions counter-cyclically; Ganfeng holds 13.2% and matches exploration dollar for dollar.

Springbok in South Africa combines a 30,000-ton existing stockpile, an already-permitted small mine, and an active 3,500-meter drill campaign.