
Episode 158: The Lithium Decade
The Global Lithium Podcast
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How to Predict Lithium Demand
Lithium is not quite ready for prime time yet. McKinsey numbers for 2030 four points seven terawatt hours. Abbomarles numbers in terms of what it's gonna take from a project perspective to meet that demand 1.8 million tons in 2025 would be 1.1 million tons than the market would produce last year That would take 25 world-class brine projects to come online in three years. I promise you that is not gonna happen if you want to frame it from Western Australia mining.
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