Driving Demand for Lithium
Disclosure statements located at
the back and inside back cover
Unless otherwise denoted, all figures shown in C$
Executive Summary
Pages 1–4
Vehicle Electrification: Shift To Lithium
Pages 5-11
From Hybrids, To Plug-in Hybrids, To Full Battery EVs
Tougher Requirements Mean Transition To Lithium
Lithium Demand Implications
The Lithium Market: More Than Just Batteries
Pages 12-18
Growing Market Getting Extra boost From Batteries
Issues with Supply and Extraction
Market Dynamics and a Look Ahead
Investing In Lithium
Pages 19-32
Mining Companies
Drivetrain Technology Companies