Critical Minerals Outlook
Critical Minerals Outlook — Lithium
Supply & Mining · Demand & Applications · Trade & Prices (2026–2030)
KEYSTONE.'s three-volume reading of the lithium market to 2030: world mine production, reserves and the project pipeline; end-use demand, substitution and recycling with three demand scenarios; world trade flows, price history and trade policy, closing with price scenarios. Each volume stands on its own and is sold separately.
- volumes
- 3 / 3
- pages
- 210
- Editorial cut-off
- September 30, 2026
- Language
- English
- HS codes covered
- 2530.90 · 2825.20 · 2836.91 · 8507.60
Volume 1 · 70 pages
Critical Minerals Outlook — Lithium · Volume 1: Supply & Mining (2026–2030)
World production · Reserves & resources · Project pipeline · Supply outlook & scenarios
World lithium mine production and producer profiles, reserves, resources and reserve life, the project pipeline and a 2026–2030 supply outlook with illustrative scenarios. Headline findings for institutional investors and mining and metallurgy buyers.
Volume 2 · 56 pages
Critical Minerals Outlook — Lithium · Volume 2: Demand & Applications (2026–2030)
End-use demand · Substitution & recycling · Demand scenarios · Supply cross-check
End-use lithium demand by sector, substitution risk, recycling and emerging applications, and three illustrative 2026–2030 demand scenarios cross-checked against Volume 1's supply-side synthesis.
Volume 3 · 84 pages
Critical Minerals Outlook — Lithium · Volume 3: Trade & Prices (2026–2030)
World trade flows · Price history & volatility · Trade policy & legislation · Scenarios & series conclusion
World lithium trade flows, price history, drivers and volatility 2021–2026, trade policy, export restrictions and critical-minerals legislation, closing with the trade balance, price scenarios and the conclusion of the three-volume series.