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Mid-Nickel",103.5,99.73,3.78,13.78,6.78,[518,519,520,522,524,526,528,530,532,534,536,538],{"date":213,"value":512},{"date":216,"value":513},{"date":219,"value":521},99.19,{"date":222,"value":523},96.02,{"date":225,"value":525},98.23,{"date":467,"value":527},99.24,{"date":329,"value":529},101.29,{"date":339,"value":531},87.61,{"date":341,"value":533},92.44,{"date":344,"value":535},90.96,{"date":347,"value":537},92.24,{"date":350,"value":539},95.09,{"id":541,"uuid":542,"name":543,"slug":544,"full_slug":545,"content":546,"relatedArticles":688,"relatedVideos":689},112471414438384,"b6a2ac5a-80c4-42a0-9ed6-bed40a4e6c18","Who will own lithium chemical production in 2030?","who-will-own-lithium-chemical-production-in-2030","article/who-will-own-lithium-chemical-production-in-2030",{"_uid":547,"date":548,"tags":549,"editor":562,"content":572,"excerpt":668,"featured":50,"reporter":669,"_editable":673,"component":674,"seo_title":543,"categories":675,"visibility":681,"author_company":49,"featured_image":682,"seo_description":668,"author_full_name":49,"author_job_title":49,"formattedDate":686,"formattedArticleDate":687},"054681fb-335f-4093-8f38-c33dc6a6c00a","2023-05-03 00:00",[550,553,556,559],{"slug":551,"name":552},"argentina","Argentina",{"slug":554,"name":555},"chile","Chile",{"slug":557,"name":558},"china","China",{"slug":560,"name":561},"usa","USA",[563],{"slug":564,"name":565,"content":566},"didi-bostock","Didi Bostock",{"job_title":567,"image":568,"bio":570,"linkedin":571},"Editor - Energy Transition & Economics",{"filename":569},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":573,"content":574},"doc",[575,600,609,630,635,642,655],{"type":576,"attrs":577,"content":578},"paragraph",{"textAlign":49},[579,582,590,592,598],{"text":580,"type":581},"Two-thirds of forecasted lithium chemical production in 2030 will be owned by ","text",{"text":583,"type":581,"marks":584},"Chinese companies",[585],{"type":586,"attrs":587},"link",{"href":588,"uuid":49,"anchor":49,"target":49,"linktype":589},"https://source.benchmarkminerals.com/article/infographic-chinas-lithium-ion-battery-supply-chain-dominance","url",{"text":591,"type":581}," (assigned proportionally by ownership share), despite just half of production taking place in the country in the same year, according to ",{"text":593,"type":581,"marks":594},"Benchmark’s Lithium Forecast",[595],{"type":586,"attrs":596},{"href":597,"uuid":49,"anchor":49,"target":49,"linktype":589},"https://www.benchmarkminerals.com/forecasts/lithium/",{"text":599,"type":581},".",{"type":576,"attrs":601,"content":602},{"textAlign":49},[603],{"type":604,"attrs":605},"image",{"id":49,"alt":606,"src":607,"title":49,"source":49,"copyright":49,"meta_data":608},"","https://a.storyblok.com/f/287943243085208/457b6d6df9/bm-who-owns-lithium-chemical-production.png",{},{"type":576,"attrs":610,"content":611},{"textAlign":49},[612,614,620,622,628],{"text":613,"type":581},"Second to China is the US, with companies from the ",{"text":615,"type":581,"marks":616},"country forecast to own 17% of lithium chemical production",[617],{"type":586,"attrs":618},{"href":619,"uuid":49,"anchor":49,"target":49,"linktype":589},"https://source.benchmarkminerals.com/article/lithium-refining-outside-china-gathers-pace-with-tesla-amg-plants",{"text":621,"type":581}," at the end of the decade. US-headquartered companies are involved in projects across the Americas, but also in ",{"text":623,"type":581,"marks":624},"China where Albemarle and Livent",[625],{"type":586,"attrs":626},{"href":627,"uuid":49,"anchor":49,"target":49,"linktype":589},"https://source.benchmarkminerals.com/article/lithium-majors-expand-in-china-despite-geopolitical-tensions",{"text":629,"type":581}," have at least 50% stakes in 11 projects expected to be operational in 2030.",{"type":576,"attrs":631,"content":632},{"textAlign":49},[633],{"text":634,"type":581},"Chilean and Argentinian companies will own much less production in 2030 than will be located in their respective countries. Argentinian companies are forecast to control just 0.09% of global lithium chemical production in 2030 even though 13% of global production is expected to take place in the country.",{"type":576,"attrs":636,"content":637},{"textAlign":49},[638],{"type":604,"attrs":639},{"id":49,"alt":606,"src":640,"title":49,"source":49,"copyright":49,"meta_data":641},"https://a.storyblok.com/f/287943243085208/33c99e9cf7/bm-image-84.png",{},{"type":576,"attrs":643,"content":644},{"textAlign":49},[645,647,653],{"text":646,"type":581},"“Countries like Argentina have become a battleground for companies from other countries,” ",{"text":648,"type":581,"marks":649},"Cameron Perks",[650],{"type":586,"attrs":651},{"href":652,"uuid":49,"anchor":49,"target":49,"linktype":589},"https://source.benchmarkminerals.com/video/watch/analyst-insights-lithium-automakers-unconventional-supply-and-esg",{"text":654,"type":581},", an analyst at Benchmark, said. “In 2030, around 50% of supply from [Argentina] will be from projects which have some sort of Chinese involvement.”",{"type":576,"attrs":656,"content":657},{"textAlign":49},[658,660,666],{"text":659,"type":581},"Earlier this month, Chile’s President Gabriel Boric announced plans to develop ",{"text":661,"type":581,"marks":662},"public-private partnerships with state participation",[663],{"type":586,"attrs":664},{"href":665,"uuid":49,"anchor":49,"target":49,"linktype":589},"https://source.benchmarkminerals.com/article/chile-plans-to-take-control-of-lithium-mining-via-public-private-partnership",{"text":667,"type":581}," to take control of the country’s lithium mining. Given that many Chilean brine operations are integrated with carbonate production, this has the potential to increase Chile’s share of global chemical production ownership from the 3% it is currently forecast to have in 2030.","Two-thirds of forecasted lithium chemical production in 2030 will be owned by Chinese companies (assigned proportionally by ownership share), despite just half of production taking place in the country in the same year, according to Benchmark’s Lithium Forecast. Second to China is the US, with companies from the country forecast to own 17% of lithium […]",[670],{"slug":564,"name":565,"content":671},{"job_title":567,"image":672,"bio":570,"linkedin":571},{"filename":569},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"054681fb-335f-4093-8f38-c33dc6a6c00a\", \"id\": \"\"}-->","article",[676,679],{"slug":677,"name":678},"critical-minerals","Critical Minerals",{"slug":680,"name":8},"lithium","private",{"id":49,"alt":606,"name":606,"focus":606,"title":606,"source":606,"filename":683,"copyright":606,"fieldtype":684,"meta_data":685,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/53c6f2288d/bm-who-owns-lithium-chemical-production-featured-1.png","asset",{"alt":606,"title":606,"source":606,"copyright":606},"May 03, 2023","3rd May 2023",[],[],1781023433487]