Pessimism in the lithium sector is at an all-time high, with analysts predicting oversupply through 2029/30. However, they underestimate how low prices drive exponential demand growth—beyond EVs, into energy storage (BESS), ships, aircraft, and even the emerging Low Altitude Economy in China. Investors have a rare opportunity to enter the market at cyclical lows before a projected supply deficit hits in Q4 2025. With 119 lithium mines worldwide struggling to keep up, those positioned early stand to benefit from the next lithium supercycle. 

• Arcane Capital tracks 96 lithium companies operating 119 lithium mines, many of which are uneconomical at current prices—future supply constraints are inevitable. 
• BESS demand is just beginning; by 2030, it could consume nearly all batteries produced last year, driven by explosive solar market expansion. 
• China’s dominance in low-cost, high-tech battery production (CATL & BYD) will fuel an underestimated surge in global EV and energy storage demand.