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), trucks, aircraft, and even the emerging Low Altitude Economy in China. Investors have a rare opportunity to enter the market at cyclical lows before our projected supply deficit hits in 2026. With 140 lithium mines worldwide to invest into, those positioned early stand to benefit from the next lithium supercycle.

• Arcane Capital tracks 105 lithium companies operating 140 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.