Lithium glut? Maybe, but what about after 2020?
Monday, January 26th, 2009
There’s been chatter here and there about how much recoverable lithium there is in the world, and whether our move toward electric vehicles powered by lithium-ion batteries will create a “peak lithium” scenario.
It all started with William Tahil of U.K.-based Meridian International Research, who back in January 2007 published a paper questioning whether the automotive sector’s expected embrace of lithium-ion technology for next-generation plug-in vehicles was a wise move. Tahil is a fan of the zinc-air battery, largely because “zinc is the only metal which can sustain large battery production in the volumes required by the global automotive industry.” Needless to say, Tahil’s first report whipped up a firestorm of controversy, as you’ll see from some of the comments in a past post here.
Geologist R. Keith Evans published his own report in March 2008 in response to Tahil. Evans’ conclusion: “Concerns regarding lithium availability for hybrid or electric vehicle batteries or other foreseeable applications are unfounded.” Tahil returned fire four months later with a July 2008 report, arguing that Evans failed to make a distinction between practically recoverable lithium carbonate and resources where lithium concentrations are too low to economically exploit. (more…)

Tyler Hamilton is editor-in-chief of Corporate Knights magazine and a business columnist for the Toronto Star, Canada's largest daily newspaper. In addition to this Clean Break blog, Tyler writes a weekly column of the same name that discusses trends, happenings and innovators in the clean technology and green energy market. This blog is a personal project started in April 2005. It is not an official blog of the newspaper.