Optimal Use of Resources: Innovating the Lithium Industry

April 14, 2020 | Research Report

With more than 1 million in annual battery electric vehicle (BEV) sales, the electric mobility revolution is well underway. Yet even as more and more automakers announce aggressive electrification strategies, the lithium industry has struggled to rapidly scale production of battery-qualifiable material. This report considers the impending gap between lithium supply and demand, the innovative companies looking to address today’s challenges in producing battery-ready lithium chemicals, and the companies that are best-positioned to take advantage of this critical market opportunity.


  • Chemicals
  • Government & Non-Profit
  • Industrials
  • Oil and Gas
  • Utilities

Table of Contents

  • Title page
  • Executive Summary
  • Four Key Storylines: Owning the Energy Transition
  • Today's lithium supply chain
  • Quantifying the gap between supply and demand
  • Leveraging technology innovation for a robust lithium supply chain
  • The lithium industry of 2035

Lead Analyst

Chloe Holzinger


About Lux Research

Lux Research is a leading provider of tech-enabled research and advisory solutions, helping clients drive growth through technology innovation. A pioneer in the research industry, Lux uniquely combines technical expertise and business insights with a proprietary intelligence platform, using advanced analytics and data science to surface true leading indicators. With quality data derived from primary research, fact-based analysis, and opinions that challenge traditional thinking, Lux clients are empowered to make more informed decisions today to ensure future success.

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