2027 Agenda

Has the market over-corrected with lithium?

Lithium has been the standout commodity of the energy transition, subsequently attracting billions in investment. But after a sharp correction, falling prices and project delays, the industry faces a new question: has the market overreacted? As EV adoption continues, energy storage emerges as a major growth driver, and new supply becomes harder to finance, could today's surplus become tomorrow's shortage?

The big questions:

• Can lithium sustain its recovery or will new supply bring prices back down?
• What's the bigger demand story: EVs or energy storage?
• Which projects are best positioned to survive and grow?
• Can Africa move beyond concentrate exports?