offtake · non-aligned supply brief

Lithium (Li)

battery · criticality 10/10 · substitutability: none

MOS Rank

#4

score 25.9 · conf 71%

Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.

Why this week

  • —Credible non-aligned supply base
  • —Positive price momentum

Supply concentration

15% of global production is in China + Russia

HHI 3100

China 15% · Russia 0%Non-aligned 85%

Top producers

  • Australia47%
  • Chile24%
  • China15%
  • Argentina6%
  • Brazil3%

Price momentum (90-day, equity-proxy index)

+353.7%

vs 90 days ago. Synthesized from a pure-play equity basket (methodology: z-score-normalized basket index, 0–100 scale).

Non-aligned producers (2 tracked)

AssetOperatorCountryCapacity tpaStatus
GreenbushesTalison LithiumAU160,000operating
Salar de AtacamaSQM / AlbemarleCL100,000operating

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