Insight
Optimism amidst despair: key takeaways from the 17th Lithium Supply & Battery Raw Materials Conference
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Report summary
Wood Mackenzie’s Research and Consulting teams recently attended the 17th Fastmarkets Lithium Supply and Battery Raw Materials conference in Las Vegas. The event gathered ~1,000 participants, covering a wide range of stakeholders from across the lithium industry and battery value chain. This Insight discusses some of our main takeaways from the event.
Table of contents
- Conference sentiment: r esilient optimism in a challenging market
- Market outlook: recovery expected, but slow and uneven
- Technology in focus: the promise and limits of direct lithium extraction
- Developer retrenchments and financing challenges
- A strategic blind spot: underestimating China's moves
- Investment landscape: value exists, but confidence lags
- Supply chain inefficiencies and policy shifts
- Refining bottlenecks and technical barriers
- Strategic outlook: positioning through uncertainty
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