Everything You Need to Know About Lithium Markets in 2025

There are lots of unknowns in the ever-evolving lithium market: think supply, demand, geopolitics, technology and battery chemistry. Today, emerging young gun Daniel Rau joins us to discuss this.

We explore the current market structure challenges, cost curve steepness, DLE technology, geopolitical forces and much more.

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CHAPTERS

00:00 Introduction
02:54 Short-term Supply and Demand Balance
06:17 BESS Growth
24:36 Long-Term Supply and Demand
36:30 Chinese Influence on Lithium Market
42:30 Challenges for Western Lithium Companies
45:53 Unsettled Battery Technologies
52:07 Direct Lithium Extraction (DLE)
57:46 East vs. West: DLE
01:09:06 Challenges in the Supply Chain

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DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

[Munted]

This kid will be 90% of Ai's lithium knowledge in few years

[johnegan]

A great show would be a panel discussion with Daniel, YK Lee and Joe Lowry. You guys have had all three on . Please make it happen

[peterjohn]

An interesting discussion however I would like to know how much he has invested in lithium and in what. The BES market is virtually unlimited and bigger than EVs. However, when transport companies work out how much they can save on EV trucking over 100 year old tech then stand back. Too many vested interests running the debate and influencing Capital investment decisions. Brimes have huge environmental problems in scaling. DLE offers real potential but pumping the waste back into the reservoirs is problematic. The illusion of carbon, capture and storage is pure politics. It has never worked anywhere. It’s about time ecomomics stepped up and started costing externalities. Have you seen insurance cost’s and it only just started. When will governments wake up and start costing plastics cleanup.

[pollard]

1:01.00 - Anyone doing this DLE without ponds successfully - Yes is the answer - Cleantech Lithium #CTL:AIM (ASX listing May '25) Chile focused developer in Laguna Verde with working pilot plant, produced 99.7% LCE in 2024.

[piotrturek]

A great show. Daniel is definitely very, very knowledgeable about Li. Also, thoughts and prayers to most hard rock lithium projects :D

[Dawgfather]

Plenty of opinion. Very light on facts and numbers. Who is this guy?

[lordmandelbaum]

Lithium analysts are like policemen ... all getting younger

[BooRadley]

Keen to see the DLE project play out bewteen $ASN & KOCH industries in Green River, Utah 🇺🇸

[nbarnaby]

Christ, stretching my head, thanks legends, awesome to have Daniel Mega Brain on the show, what force!

[euphoria]

Jesus, the acronyms. Maybe include an explainer.

[franciscoyap]

I am out about lithium it’s a dead investment in my opinion.

[wapphigh]

Great guest~! Where does this leave a company like Pilbara Minerals?

[richarddobosz]

Excellent presentation thank you compulsory listening

[nutahz]

Shows why $ASN is the best DLE play on any market....

[BenHutchison]

Can we tone down the acronym soup a few notches please. Believe it or not, some of your listeners aren't already subject matter experts..

[raceyamates]

Good discussion. Nice to hear a perspective on DLE

[johnmcdougall]

Manono is not a Chinese asset. Legal avenues are nefarious actions by CCP. Do some research.

[marka]

Fantastic podcast. Looking forward to seeing him on again in the future for the lithium thematic. Congrats for getting him on

[matthewbysher]

So Delta Lithium is dead, there goes my $$$

[tomschmo]

Okay, I have to ask. Who is this "Dwayne Sparks" character? An inside joke about a mythical man? I hope to make a habit of watching the pods on lithium (really great stuff), but second one in a row that culminated in mysterious references to this Sparks character.