Lithium Mining Project Analysis

Technical and Financial Evaluation

Understanding potential future sources of supply is key to identifying potential bottlenecks as well as opportunities.

Automotive electrification and energy storage will provide strong demand for lithium-ion battery raw materials over coming decades.

To understand the potential of new sources of raw materials, Roskill has reviewed the plans of developers evaluating greenfield lithium projects that could contribute to supply in the 2020s.

For each project, the report provides a summary, outlook, critical influencing factors, location and infrastructure, project history, geology, resources, development plans, capital intensity, operating margin and economic analysis with comparative calculations of net present value, internal rate of return, payback and project incentive pricing.

Lithium has witnessed a significant boost to exploration and development work and since 2016 has delivered a myriad of development stage projects all vying to make it into production. The report evaluates the potential for additional lithium production from these hard rock, brine and clay sources, including from the current main centres of activity and gives a robust appraisal of each of them.

Lithium project internal rate of return

Lithium project internal rate of return graph

Projects Included

There will be profiles on 16 of the most advanced projects.

Lithium Mines

Report Contents

  1. Introduction
  2. Executive Summary
  3. Commodity Outlook & Price Assumptions
  4. Project Review
  5. Project Profiles

Report Includes

  • Electronic access to the report through Roskill Interactive
  • Access to the analysts for discussion around report content
  • Further background data available on request