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Lithium and the Energy Transition
This chapter explores the strategic decisions surrounding lithium production amidst the energy transition, emphasizing relationships with the automotive and technology sectors. It discusses the complexities of battery chemistry choices, environmental responsibilities, and geopolitical risks, especially in the context of U.S. efforts to secure its lithium supply chain. Furthermore, it examines the involvement of major oil companies in the lithium market and their potential to influence future supply dynamics and investments.
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