Lithium

April 5, 2023 by Arnab Datta & Alex Turnbull — 7 min read

Contingent Supply: Why Spodumene Reserves May Be the Key to a More Secure Lithium Supply Chain

In a continuation of our Contingent Supply series, we explore how a critical minerals club could undertake our SPR approach to boosting production of a highly volatile commodity, lithium.

IPEF’s OPEC Moment

Arnab Datta & Alex Turnbull — 20 min read

With the generational investments of the IIJA, the chips for America act, and the IRA, "Decarbonization commodities" will be scarce relative to demand, and dominated by only a few nations, including China.

Contingent Supply SPR Critical Minerals Lithium

Expanding the Capacity Frontier: An Approach to Increasing Energy Commodity Production

Arnab Datta & Alex Williams — 10 min read

Energy price volatility, which may be with us for quite some time as we pursue decarbonization, is one of our nation’s greatest macroeconomic threats.

Energy Contingent Supply ESF Macro and Markets SPR Critical Minerals Lithium

Contingent Supply: Why Spodumene Reserves May Be the Key to a More Secure Lithium Supply Chain

IPEF’s OPEC Moment

Expanding the Capacity Frontier: An Approach to Increasing Energy Commodity Production

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