Screen of lithium producers

Lithium producers: leading companies?

This data-file captures c35 lithium producers and technology companies, their output (in kTpa), their size and their recent progress.

Our first conclusion is that the current lithium industry is heavily concentrated, as eight companies effectively control 90% of global supply.

While lithium demand is expected to grow 30x on our numbers (model here), there is intense competition to expand existing lithium assets and develop new production, across 10 earlier-stage development companies, many listed in Canada and Australia.

Five of the early-stage companies in our data-file underwent financial restructurings in 2020-22, or outright lawsuits over misleading disclosures. To some, this might be a reminder for the high risks of early-stage companies; while to others, weak progress might entrench strong returns for incumbents.

Copyright: Thunder Said Energy, 2019-2023.

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Updated 24th January 2020.

Thunder Said Energy Policy for the Processing of Data Governed by GDPR

Thunder Said Energy may collect, process or handle Personal Data relating to its customers or prospective customers (“customers”) in the European Economic Area (“Personal Data”).

Thunder Said Energy’s relationship with its customers is governed by our terms of use (above), privacy policy (above), and potentially other commercial agreements. It is also legally bound under the EU General Data Protection Regulation 2016/679 (“GDPR”) in its collection, uses, and processes around Personal Data.

This Policy describes Thunder Said Energy’s commitment to the processing of Personal Data under the GDPR.

Please contact [email protected] if you would like an executed version of this Policy, or for answers to any GDPR queries arising from thie policy.

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If you have any queries about this Policy please contact [email protected]
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