Metals & Mining Theme, Non-Ferrous
December 10, 2025
North America’s lithium supply chain faces steady growth
Featuring Katharine De Senne
HIGHLIGHTS
US consumption to rise 74% per year, Canadian by 40% per year
Infrastructure not quite ready, US remains dependent on imports
North America's lithium sector is set for significant growth, with US consumption projected to increase by 74% annually and Canadian consumption by 40% by 2029. Future investments in processing could transform the lithium supply chain, boosting local production and decreasing reliance on foreign sources.
