Battery Kings: Revisiting Lithium

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The lithium theme has experienced significant volatility, driven by surging global demand and sharp price swings in response to sector developments. Despite short-term fluctuations, the underlying fundamentals remain robust, supported by accelerating electric vehicle adoption and expanding energy storage requirements.

To take advantage of the long-term lithium thematic, we recommend investors focus on proven projects with clearly defined pathways and strong geopolitical support. Within the broad universe of lithium plays with brine, clay-hosted, and hard-rock assets, we highlight two advanced-stage developers trading at attractive valuations.

Investor Highlights

• An Emerging Commodity with a Strong Growth Profile - We observe the lithium industry and increases in spot price year-to-date, U.S Imports and Exports over time and the boom of global production upon accelerating electric vehicle (EV) adoption and global energy storage initiatives.
  
  
• Strategic Energy Independence - Lithium is critical for U.S. and European ambitions to reduce reliance on foreign supply chains and secure domestic battery production and future consumption.
  
  
• Companies of Interest - Our selection of advanced-stage developers with strong state support present a rare combination of value, production visibility, and alignment with energy independence priorities.
  
  

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