GANFENG LITHIUM H HD1
Commented by Stefan Feulner on June 29th, 2026 | 07:25 CEST
Atlas Lithium, Rock Tech Lithium, Ganfeng Lithium: A Market in Flux
Lithium is emerging as a key strategic raw material for the next phase of electrification. The global expansion of electric vehicles, energy storage systems, data centers, and modern defense technology is expected to further drive demand in the coming years. At the same time, secure supply chains outside of China are increasingly coming into focus. Producers, project developers, and companies with innovative battery and storage technologies could all benefit disproportionately from this trend.
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Commented by Stefan Feulner on July 4th, 2022 | 12:11 CEST
Extreme growth in demand for Ganfeng and Edison Lithium, XPeng and NIO with solid sales figures
The auto industry faces a massive supply problem in the coming years. The reason for this lies in the exploding demand for lithium, an elementary raw material for electromobility. While the lithium market was 33,000t per year globally in 2015, it rose to 85,000t by 2022. By 2030, when the German government plans to have 15 million electric cars on German roads, experts predict an annual demand of up to 400,000t. There is already a clear shortage of supply. The profiteers here are the lithium producers. After a sharp correction in the lithium sector, new opportunities are opening up in the long term.
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