· Event impact
Lithium-ion battery market projected to reach $468.5B by 2035
Transmission path
Long-term demand growth for lithium and battery components via energy transition policies.
Market mechanism
Long-term demand growth for lithium and battery components via energy transition policies.
Extended read
New research projects the lithium-ion battery market will expand nearly seven-fold over the next decade. While EVs remain a core component, the 21.2% CAGR is increasingly supported by the massive build-out of grid-scale energy storage systems (ESS) required for renewable energy integration. This long-term forecast provides a fundamental backdrop for lithium miners and battery manufacturers. However, the immediate market remains sensitive to short-term oversupply and the pace of EV adoption in key markets like China and Europe.
Exposed assets
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