Shift: A podcast about mobility cover image

Keith Phillips lays groundwork of America’s domestic EV supply chain

Shift: A podcast about mobility

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Is There Anything on the Scale of Lithium?

I don't think there's anything on the scale of lithium. People used to talk about iron ore in China in the 2000s and how fast it grew. Lithium's growing 40 to 60% a year. The math will not work for the next, I think, decade or so. Some people think we'll have surpluses of lithium in the 2020s. That's a fantasy. It could happen, I suppose, of demand collapses. And who knows if we had a global recession or something. Aside from that, I don't think it's possible.

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