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b'Elon Musk calls Lithium supply the \\u201climiting factor\\u201d for electric vehicle adoption globally. Lithium is the key material for the Energy Transition and is currently enjoying a \\u201cwhite gold\\u201d rush.

The supply has significantly gone up multiple fold in the past seven years, up to 500,000t/y in 2022; still, demand is expected \\u2013 according to Benchmark Minerals Intelligence \\u2013 to grow another four to five-fold this decade.

The shortage of Lithium \\u2013 whether real or perceived -, has triggered a spectacular rise in the price of materials over the past two years. Spot prices of Lithium have gone up six-fold since 2020. And Lithium is not alone: Nickel, Cobalt, Graphite, every battery material has gone up. Basically, in 2020 you had 2,000USD of material in a Tesla battery, now it is closer to 6,000USD.
Are we going to run out of Lithium? Are they new places to mine, new players, new technologies which could come to the rescue?
We have invited Alex Grant, Principal at Jade Cove Partners, to assess all those challenges.
We call Alex the \\u201cIndiana Jones of Lithium and Battery materials\\u201d. Forbes 30 under 30, research affiliate at Lawrence Berkeley National Laboratory, Alex has an M.S. from Northwestern University in Chemical Engineering and tracks 70 different Lithium Extraction Technologies. Finally, he has a cool Twitter handle: @big_lithium. So, he is the man to interview!
We also have inserted an excerpt from Elon Musk conversation in the FT \\u201cFuture of cars\\u201d that was held in May 2022 where Tesla\\u2019s CEO shares his views on the Lithium supply chain.

A salute to our main sources of knowledge in Lithium: Simon Moores at Benchmark Minerals Intelligence, and of course Joe Lowry aka \\u201cMr Lithium\\u201d. Check them on LinkedIn

And thanks again and again to our partner Aquila Capital'