Unrelenting BESS Boom Reshaping Lithium Demand Narrative: BI Replay

Demand for battery energy storage systems (BESS) continues to increase at a rapid pace, providing an important (and likely still underappreciated) growth vector for lithium over the next 5 years. As EV growth rates moderate outside China, BESS appears poised to reshape the lithium demand narrative. Amid rising geopolitical tensions and heightened risks surrounding global supply chains and policy shifts, understanding the BESS and EV demand outlook is critical for investors. Join Sean Gilmartin, Senior Chemicals Analyst, Bloomberg Intelligence, and Iola Hughes, Head of Research, Benchmark, for an in-depth discussion on demand trajectories for EVs and battery energy storage systems, key market drivers, and how policy and global trade tensions may continue to foster market volatility.