Approximately 80-85% of the world's lithium refining capacity is concentrated in China, creating a geopolitical chokepoint where China could squeeze global supply if it chose to do so.
factualpending
Speaker
Francis McDonaldEvidence Quote
“within the lithium supply chain the refining part of the supply chain is dominated by China and so I think it's about 80 to 85% of the world's lithium gets refined in China and if they did decide to squeeze everybody on that they would have the ability to”
Source
100% Price Surge: Will Supply Crunch Of This Critical Asset Trigger Massive Inflation?— David LinCreated: 8/11/2026, 1:29:24 AM
My Notes
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