Full Title: Assessing the Policy Ecosystems and Scaling Pathways of Direct Lithium Extraction
Author(s): Milo McBride, Tom Moerenhout, Diego Rivera Rivota, and Huiling Zhou
Publisher(s): Center on Global Energy Policy
Publication Date: May 19, 2025
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Description (excerpt):
Lithium plays a critical role in the global energy transition. It is the core ingredient of lithium-ion batteries that power electric vehicles (EVs) and are used in stationary energy storage systems. Due to its unique properties, lithium cannot be easily substituted when high performance is required—and that is unlikely to change with technological developments in the foreseeable future. For these reasons, forecasters expect lithium demand to rise precipitously through 2030 and then remain on an upward trajectory.
