Lithium

Lithium element symbol from the periodic table near metallic lithium with copy space

Independent data and analysis bringing transparency to the lithium market

CRU delivers the most comprehensive and connected view of the lithium supply chain available to industry participants. Central to the global shift to electrification, lithium markets face volatile pricing, uncertain demand growth and rising production costs.

CRU provides clarity on these challenging dynamics through our unparalleled market analysis, price assessments and forecasts. From lithium mines and refineries to battery manufacturers, we provide producers and consumers with leading insight on lithium supply, demand,  trade flows and costs. 

Upstream

With granular insight on lithium production and processing, we build clients a solid foundation tohelp clients understand the full lithium supply chain. Our Asset Services provide production, cost and demand analysis for brine, pegmatite and sedimentary lithium, as well as coverage of integrated and non-integrated lithium carbonate and lithium hydroxide refineries. Our market data services give insight into feedstock types, extraction methods and project developments – giving you a full picture of the lithium supply chain.

Midstream

Lithium markets can be complex and volatile. CRU’s five-year market outlook provides in-depth analysis of midstream processes such as cathode manufacturing, with insight on investment trends, technologies and material developments. We deliver monthly data on manufacturing activity and inventory levels in addition to techno-economic analysis of current and next-generation materials. Our battery costs service contains further context on market direction and key players – putting you ahead of the curve.

Downstream

CRU’s clients leverage our cross-market expertise and coverage of related downstream markets. Our specialty phosphates service provides detailed price forecasts and market analysis for lithium-iron phosphate battery production.  Together with our solutions providing in-depth analysis of the battery value chain and the energy storage sector, we give insight into the role of lithium and related raw materials in the journey towards electrification.  

Unlock value across the lithium supply chain through trusted pricing intelligence

When you partner with CRU, you gain access to reliable price assessments and forecasts from a team of analysts with a rich understanding of the lithium market. We offer five-year price forecasts for spodumene concentrate, lithium carbonate and lithium hydroxide on spot, contract and trade-weighted terms to support planning in procurement and contracting. Our asset-level projections extend to 2050 and contain financial metrics to support informed long-term strategic planning and investment decisions.  

Lithium batteries

Comprehensive asset intelligence for the lithium supply chain

The data in our Asset Services is built on independent methodologies by a global network of analysts. With coverage of over 120 lithium assets – a number that is still growing with new project additions and technologies – CRU’s Asset Platform enables you to benchmark asset performance and project viability using consistent cost, production and valuation metrics for lithium mines and refineries. With our Asset Services, you can seamlessly model scenarios and map the supply chain through data that goes deeper.

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