Production

Trafigura will purchase 100,000 metric tons of battery-grade lithium products under a decade-long take-or-pay contract valued at over $2 billion.
The 2026 Upstream Scale Guidelines establish a common workflow for field measurements, scale modeling, and risk assessment to support more consistent operational decisions.
The long-term outlook analysis says a potential shift toward new construction could push 2026 production 3% above 2025 levels.

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