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0
mtpa

Supply Deficit by 2030

A supply deficit of more than 200,000 metric tons per annum is projected by 2030.

(source: Fast Markets Q1 2026)

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0
% CAGR

Lithium Demand Growth (2016-2025)

Lithium demand has grown at an approximate compound annual growth rate (CAGR) of 36% from 2016 to 2025.

(source: Fast Markets Q1 2026)

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0
% Globally

Chinese Refining Capacity

Approximately 70% of global lithium refining capacity is controlled by China.

(source: Fast Markets Q1 2026)

>
0
mtpa

Supply Deficit by 2030

A supply deficit of more than 200,000 metric tons per annum is projected by 2030.

(source: Fast Markets Q1 2026)

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The Bottleneck Isn’t Lithium Supply. It’s Lithium Refining.

Global lithium demand is accelerating as energy systems, data infrastructure, and industrial applications electrify and scale. While upstream supply grows, refining capacity remains the key constraint.

Domestic refining capacity is emerging as the critical lever in global lithium supply, positioning midstream infrastructure as a foundational component of long-term energy and industrial strategy.

What We Do

Recent News

Building Domestic Refining Capacity Is a Strategic Imperative.

Today, the majority of global lithium refining capacity is concentrated outside the United States, creating structural dependency within a critical supply chain. With supply chain vulnerabilities impossible to ignore, securing domestic processing has become central to U.S. energy security, industrial resilience, and economic competitiveness.

Establishing a domestic refining base is not just about supply, it is about control, reliability, and the ability to support next-generation infrastructure at scale.

Organizations

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