Battery Metals

The world is ditching oil and gas. Solar panels are going up, EV sales are climbing, wind farms are expanding offshore - and every…

As battery-grade lithium carbonate rebounds to roughly $24,710 per tonne in mid-2026, hard-rock spodumene pegmatite projects are dominating the near-term global supply pipeline, offering investors shorter production runways but steeper upfront capital challenges than traditional brine operations.

Battery metals, principally lithium, cobalt, nickel, manganese, and graphite, have emerged as the foundational pillars of the global clean energy transition. The world is…