Insight

Optimism amidst despair: key takeaways from the 17th Lithium Supply & Battery Raw Materials Conference

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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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    Optimism amidst despair: key takeaways from the 17th Lithium Supply & Battery Raw Materials Conference

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