Global Lithium Intelligence 2026

Key Participants

🔋 CATL (38% Battery Share) • ⛏️ Albemarle (USA/Chile/Aus) • 🚗 Tesla (Texas Refinery Online 2026) • ⛏️ SQM (Salar de Atacama) • 🔋 BYD (Vertical Integration) • ⛏️ Pilbara Minerals (Pilgangoora) • 🏭 Ganfeng Lithium (Divsersified) • 🚗 VW Group (PowerCo) • ⛏️ Rio Tinto (Arcadium Acquisition)

Global Reserves

28.0M Tonnes

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Total Resources: 105M Tonnes

2026 Production Forecast

1.60M Tonnes LCE

🏭

▲ +39% vs 2025

Market Balance 2026

+400k Surplus

⚖️

Surplus emerging in H2 2026

EV Demand 2026

780k Tonnes LCE

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65% of total global demand

Infrastructure

Hard Rock (Mine/Project)

Brine / Salar

Refinery

2026 Demand by Sector

Production Cost Comparison (OPEX)

Asset Registry

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Select an asset to view technical details