"Demand for lithium-ion batteries is set to continue to grow rapidly in 2025. Benchmark forecasts that EV and ESS-related demand for lithium will both increase by over 30 percent year-on-year in 2025"
ADAM MEGGINSON
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2025 Battery Metals
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Battery metals are navigating short-term turbulence, but supply deficits are forecast to emerge by mid-decade as EV demand expands 12% annually through 2030.
These structural forces could be laying the groundwork for renewed growth. Analysts note the long-term outlook is shaped by electrification, energy storage, and AI-driven power needs, a setup that could favor investors positioning ahead.
Battery metals are navigating short-term turbulence, but supply deficits are forecast to emerge by mid-decade as EV demand expands 12% annually through 2030.
These structural forces could be laying the groundwork for renewed growth. Analysts note the long-term outlook is shaped by electrification, energy storage, and AI-driven power needs, a setup that could favor investors positioning ahead.