The Lithium — Batteries for EVs, Grid, Robots · The Rocks & Powders — Critical Materials
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Arcadium Lithiumloading…
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Allkem + Livent merger — global integrated lithium
What they do
Smaller, more leveraged, more volatile. Argentina (brine) + Australia (hard rock) + North Carolina (downstream lithium hydroxide) — integrated supply chain. Rio Tinto announced an acquisition offer in late 2024 that closed at a controversial sub-fair-value price for some shareholders. If you missed the Rio deal you can still own Rio for lithium exposure now. Tracking thesis only.