This panel explores lithium’s critical role in the global energy transition, examining production, reserves, and supply trends. Panelists will discuss how projected mined supply may fall short of demand by 2035, driving price surges and creating market pressures. The discussion will cover geopolitical risks, strategies for diversifying supply, and building resilient, secure supply chains.

Beyond markets, the panel will highlight opportunities and challenges for lithium-rich countries, including economic gains, price volatility, and the need for significant investment. Government strategies to secure supply chains and strengthen industrial resilience will also be showcased, with examples from major producers like Chile and the recent CODELCO–SQM agreement, and Ghana.

Moderators:

• Grégoire Bellois, Lead, Critical Minerals and Geology, IGF Secretariat
• Jaqueline Taquiri, Senior Policy Advisor, Tax and Extractives, IGF Secretariat

Speakers:

• Federico Gay, Lithium Principal Analyst, Benchmark Mineral Intelligence
• Wisdom Puplampu, Minerals Commission of Ghana