German impacts, page-447

Lithium bottleneck could put the brakes on electromobility from 2030 onwards

https://www.springerprofessional.de/rohstoffe/batterie/lithium-engpass-koennte-ab-2030-elektromobilitaet-ausbremsen/23243248

Quotes: "Electromobility is booming: in the second half of 2021 alone, 55% more e-cars were sold globally compared to the previous six months, according to the second edition of Roland Berger's "EV Charging Index.""

"In the case of lithium-ion batteries, which according to all forecasts will continue to be the benchmark in electric vehicles over the next ten years, these are primarily the chemical elements graphite, cobalt, lithium, manganese and nickel," writes Richard Backhaus in Focus on battery raw materials - Where from and where to? from ATZ 9-2021."

"The light metal is considered to be an irreplaceable charge carrier for the foreseeable future, as no other element offers similar properties for batteries in vehicles. In addition: despite further developments in cell chemistry, the weight share of lithium at about 72 g/kg cell weight is not expected to be significantly reduced in the next ten years, according to estimates by the Fraunhofer Institute for Systems and Innovation Research (ISI), Backhaus writes further."

""While the issue was a predominantly Chinese one until a few years ago, the U.S., but especially Europe, are becoming other hotspots for cell production and e-mobility," Dera writes."

"Dera concludes that lithium production will need to expand by a factor of 4 to 7 in the coming years to meet projected demand."

Dera = https://www.deutsche-rohstoffagentur.de/DERA/DE/Home/dra_node.html

"According to Dera, global demand for lithium is expected to increase to circa 316,300 to 558,800 t Li-Inh [lithium content] by 2030, depending on the demand scenario. In addition, demand in 2030 will be dominated by the battery sector, especially electromobility (around 90%). Currently, the battery sector is around 67% of total demand, he said."

"The Dera concludes that lithium production will need to be expanded by a factor of 4 to 7 in the coming years to meet projected demand."

Any translation with deepl.com.