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The Lithium Challenge: Meeting What Looks Like Years of Rising Demand for Electric Vehicles.

Lithium’s hot. Electric-vehicle sales are growing fast—a trend unlikely to reverse. And that puts pressure on the small number of lithium miners.

Lithium is a silver-white alkali metal that’s key to electric batteries. Mizuho’s Christopher Parkinson, who launched coverage of lithium miners this past week, sees mining’s traditional boom/bust cycle giving way for lithium. “As EV momentum builds substantially…the relative stability of [lithium] price realizations should improve,” he writes. Lithium carbonate prices have ranged…

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