Lithium booms in the battle for electric-vehicle batteries

  • Lithium stocks are pricing in a massive, lucrative expansion of supply.
  • In recent months Chinese producers Ganfeng Lithium and Tianqi Lithium also have overtaken Albemarle in terms of stock-market value.
  • U.S. manufacturers might want to talk up partnerships with local lithium suppliers: Tesla has a deal with Piedmont Lithium, which is scoping out a mine in North Carolina, and General Motors said in July that it was investing in a Californian lithium project.


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