Public Event Detail
Lithium Shortage Inevitable Without Significant Investments, Study
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Event summary
A new study by Wood Mackenzie warns that global lithium demand could exceed 13 million tons by 2050 under an accelerated energy transition, leading to significant supply shortages as early as 2028 if substantial investments are not made. The report outlines four deficit scenarios, all requiring massive capital injection, with electric vehicles driving the majority of this demand. Total investments needed range from $104 billion to $276 billion, depending on the energy transition pathway, emphasizing lithium's irreplaceable role in rechargeable batteries.