Browsing Tag
Keliber
4 posts
How China’s lithium processing dominance is forcing the West to rethink industrial policy
The West has lithium mines and battery ambitions. China still controls the refining layer that turns critical minerals into real industrial power.
Why lithium price volatility is becoming the biggest threat to Western battery material projects
Lithium is strategic, but prices still swing like a commodity. Western projects now face the gap between policy ambition and bankable returns.
Can Europe’s Critical Raw Materials Act turn lithium projects into bankable infrastructure?
Europe wants lithium sovereignty, but projects still need bankable economics. The Critical Raw Materials Act now faces its financing test.
Why lithium converters matter more than mines in the next phase of the EV supply chain
The West has lithium, but China still dominates processing. Lithium converters may decide who really controls the EV battery supply chain.