IDEAS home Printed from https://ideas.repec.org/p/hal/wpaper/halshs-00809298.html
   My bibliography  Save this paper

Lithium: An Overview
[Panorama 2011 du marché du lithium]

Author

Listed:
  • Jean-François Labbé

    (BRGM - Bureau de Recherches Géologiques et Minières)

  • Georges Daw

    (CES - Centre d'économie de la Sorbonne - UP1 - Université Paris 1 Panthéon-Sorbonne - CNRS - Centre National de la Recherche Scientifique)

Abstract

This report, produced within the framework of a 2011 agreement between the Ministère de l'Ecologie, du Développement Durable, des Transports et du Logement (MEDDTL) and the Bureau de Recherches Géologiques et Minières (BRGM), provides an overview and economic and geologic outlooks of the global lithium market. It is in line with both the economic issues around the access of European and French companies to raw materials -whose prices have experienced a worrying global uptrend for a decade-, and less cyclically with the authorities' demand for information about current developments in the world of raw materials (thereby, the Committee for Strategic Metals-COMES during its inaugural thematic seminar in December 2012 had chosen lithium as the substance and this report had then provided a exchanges between participants). The report begins with a summary. After a presentation of the substance, the subject of a second section, it deals in turn with the state of current and future uses and global demand for lithium. The fourth section lays out the state of current and future global lithium supply. Supply issues are inseparable from the examination of lithium production sources and processes, resources and reserves as well as their spatial distribution, technical substitutions and recycling. In a fifth section, we examine lithium prices, their evolution and, for information, the financialization around this substance. A sixth section recaps the current and possible global and French industrial players in the production, recycling and use of lithium for the production of semi-final or final goods. In the seventh section, the data from the Ministry of the Economy and Finance concerning French international trade in lithium as well as semi-final or final lithium-based products are reproduced. Finally, on the basis of a survey by the Compagnie Européenne d'Intelligence Stratégique (CEIS) a qualitative assessment of the issue of criticality of the substance for the French economy is provided. Additional quantitative investigations to this last question are in progress.

Suggested Citation

  • Jean-François Labbé & Georges Daw, 2012. "Lithium: An Overview [Panorama 2011 du marché du lithium]," Working Papers halshs-00809298, HAL.
    • Handle: RePEc:hal:wpaper:halshs-00809298
    Note: View the original document on HAL open archive server: https://shs.hal.science/halshs-00809298
    as

    Download full text from publisher

    File URL: https://shs.hal.science/halshs-00809298/document
    Download Restriction: no
    ---><---

    References listed on IDEAS

    as
    1. Yaksic, Andrés & Tilton, John E., 2009. "Using the cumulative availability curve to assess the threat of mineral depletion: The case of lithium," Resources Policy, Elsevier, vol. 34(4), pages 185-194, December.
    2. Rosenau-Tornow, Dirk & Buchholz, Peter & Riemann, Axel & Wagner, Markus, 2009. "Assessing the long-term supply risks for mineral raw materials--a combined evaluation of past and future trends," Resources Policy, Elsevier, vol. 34(4), pages 161-175, December.
    3. Paul W. Gruber & Pablo A. Medina & Gregory A. Keoleian & Stephen E. Kesler & Mark P. Everson & Timothy J. Wallington, 2011. "Global Lithium Availability," Journal of Industrial Ecology, Yale University, vol. 15(5), pages 760-775, October.
    4. Ebensperger, Arlene & Maxwell, Philip & Moscoso, Christian, 2005. "The lithium industry: Its recent evolution and future prospects," Resources Policy, Elsevier, vol. 30(3), pages 218-231, September.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Jean-François Labbé & Georges Daw, 2012. "Lithium: An Overview [Panorama 2011 du marché du lithium]," Université Paris1 Panthéon-Sorbonne (Post-Print and Working Papers) halshs-00809298, HAL.
    2. Fernando Moreno-Brieva & Carlos Merino, 2020. "African international trade in the global value chain of lithium batteries," Mitigation and Adaptation Strategies for Global Change, Springer, vol. 25(6), pages 1031-1052, August.
    3. Miedema, Jan H. & Moll, Henri C., 2013. "Lithium availability in the EU27 for battery-driven vehicles: The impact of recycling and substitution on the confrontation between supply and demand until2050," Resources Policy, Elsevier, vol. 38(2), pages 204-211.
    4. Daw, Georges, 2017. "Security of mineral resources: A new framework for quantitative assessment of criticality," Resources Policy, Elsevier, vol. 53(C), pages 173-189.
    5. Hache, Emmanuel & Seck, Gondia Sokhna & Simoen, Marine & Bonnet, Clément & Carcanague, Samuel, 2019. "Critical raw materials and transportation sector electrification: A detailed bottom-up analysis in world transport," Applied Energy, Elsevier, vol. 240(C), pages 6-25.
    6. Richa, Kirti & Babbitt, Callie W. & Gaustad, Gabrielle & Wang, Xue, 2014. "A future perspective on lithium-ion battery waste flows from electric vehicles," Resources, Conservation & Recycling, Elsevier, vol. 83(C), pages 63-76.
    7. Philip Maxwell & Mauricio Mora, 2020. "Lithium and Chile: looking back and looking forward," Mineral Economics, Springer;Raw Materials Group (RMG);Luleå University of Technology, vol. 33(1), pages 57-71, July.
    8. Kushnir, Duncan & Sandén, Björn A., 2012. "The time dimension and lithium resource constraints for electric vehicles," Resources Policy, Elsevier, vol. 37(1), pages 93-103.
    9. Stepanek, Christian & Walter, Matthias & Rathgeber, Andreas, 2013. "Is the convenience yield a good indicator of a commodity's supply risk?," Resources Policy, Elsevier, vol. 38(3), pages 395-405.
    10. Ziemann, Saskia & Weil, Marcel & Schebek, Liselotte, 2012. "Tracing the fate of lithium––The development of a material flow model," Resources, Conservation & Recycling, Elsevier, vol. 63(C), pages 26-34.
    11. Teixeira, Bernardo & Brito, Miguel Centeno & Mateus, António, 2024. "Raw materials for the Portuguese decarbonization roadmap: The case of solar photovoltaics and wind energy," Resources Policy, Elsevier, vol. 90(C).
    12. Weimer, Lucas & Braun, Tobias & Hemdt, Ansgar vom, 2019. "Design of a systematic value chain for lithium-ion batteries from the raw material perspective," Resources Policy, Elsevier, vol. 64(C).
    13. Sverdrup, Harald Ulrik, 2016. "Modelling global extraction, supply, price and depletion of the extractable geological resources with the LITHIUM model," Resources, Conservation & Recycling, Elsevier, vol. 114(C), pages 112-129.
    14. Schischke, A. & Papenfuß, P. & Brem, M. & Kurz, P. & Rathgeber, A.W., 2023. "Sustainable energy transition and its demand for scarce resources: Insights into the German Energiewende through a new risk assessment framework," Renewable and Sustainable Energy Reviews, Elsevier, vol. 176(C).
    15. Grosjean, Camille & Miranda, Pamela Herrera & Perrin, Marion & Poggi, Philippe, 2012. "Assessment of world lithium resources and consequences of their geographic distribution on the expected development of the electric vehicle industry," Renewable and Sustainable Energy Reviews, Elsevier, vol. 16(3), pages 1735-1744.
    16. Zeng, Xianlai & Li, Jinhui, 2013. "Implications for the carrying capacity of lithium reserve in China," Resources, Conservation & Recycling, Elsevier, vol. 80(C), pages 58-63.
    17. Woong-Ki Kim & Fabian Steger & Bhavya Kotak & Peter V. R. Knudsen & Uwe Girgsdies & Hans-Georg Schweiger, 2019. "Water Condensation in Traction Battery Systems," Energies, MDPI, vol. 12(6), pages 1-17, March.
    18. Lee, J. & Bazilian, M. & Sovacool, B. & Hund, K. & Jowitt, S.M. & Nguyen, T.P. & Månberger, A. & Kah, M. & Greene, S. & Galeazzi, C. & Awuah-Offei, K. & Moats, M. & Tilton, J. & Kukoda, S., 2020. "Reviewing the material and metal security of low-carbon energy transitions," Renewable and Sustainable Energy Reviews, Elsevier, vol. 124(C).
    19. Speirs, Jamie & Contestabile, Marcello & Houari, Yassine & Gross, Robert, 2014. "The future of lithium availability for electric vehicle batteries," Renewable and Sustainable Energy Reviews, Elsevier, vol. 35(C), pages 183-193.
    20. Maxwell, Philip, 2015. "Transparent and opaque pricing: The interesting case of lithium," Resources Policy, Elsevier, vol. 45(C), pages 92-97.

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:hal:wpaper:halshs-00809298. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: CCSD (email available below). General contact details of provider: https://hal.archives-ouvertes.fr/ .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.