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Lithium’s wild ride

Catalyst with Shayle Kann

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Chile's Lithium Nationalization: Geopolitical Impacts

This chapter examines the geopolitical factors shaping the lithium market, particularly focusing on Chile's efforts to nationalize its lithium industry under President Gabriel Boric. It highlights the implications for local resources, the dynamic between major producers like Albemarle and SQM, and China's dominant role in lithium refining. The discussion also includes the impact of U.S. legislation on the EV battery supply chain and the future of lithium sourcing amidst evolving political landscapes.

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