Lithium supply issues
The lithium battery production bottleneck will block the adoption of 350 million electric vehicles by 2040 unless supply chain constraints are removed.

The Inflation Reduction Act may exacerbate the lithium problem

The lithium battery production bottleneck will block the adoption of 350 million electric vehicles by 2040 unless supply chain constraints are removed.

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reducing GHG emissions in the battery-value chain
Mangrove reduces GHG emissions in the battery-value chain using sustainable lithium refining and lithium conversion

Curbing GHG emissions with a more sustainable battery-value chain

We won’t wade into the merits of either argument because, either way, the underlying facts remain that the “sharp correction” Goldman predicts is a function of market volatility caused by a brittle and over-concentrated supply chain. The volatility here is because we have rising demand, but an uncertain supply. For the market to achieve a stable foundation price, high or low, it must achieve a stable and reliable supply chain.

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lithium supply market
With lithium, we risk missing the forest for the trees

With lithium, we risk missing the forest for the trees

We won’t wade into the merits of either argument because, either way, the underlying facts remain that the “sharp correction” Goldman predicts is a function of market volatility caused by a brittle and over-concentrated supply chain. The volatility here is because we have rising demand, but an uncertain supply. For the market to achieve a stable foundation price, high or low, it must achieve a stable and reliable supply chain.

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Decentralizing lithium supply chain
Mangrove can co-locate along the battery value chain. This allows for localized lithium refining and mitigates supply chain risks and opens up bottlenecks

Decentralizing The Lithium Supply Chain

Media and analysts currently predict a lithium supply chain pinch that is going to be worsened by China's and Russia's near-monopoly on refining. With emerging technology like Mangrove's, companies will not be reliant on foreign processing and will be able to supply the expected demand.

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