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Lithium battery production process diagram

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.

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.

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.