The Problem with Lithium

by Nick Hodge
Outsider Club

There are a few problems with lithium, actually — on both the industrial and investment sides.

First and foremost is that not enough of it is being produced. In the next 10 years or so, the world will need some three to five times more lithium than was produced in 2015.

[…] The reasons for this are straightforward: the world is using more and bigger things powered by lithium batteries.

There were 1.4 billion smartphones sold last year. 194 million laptops. 320 million tablets.

And lithium powers them all.

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