
Lithium’s New Supply Chain: What EnergyX’s $2bn Deal Tells Manufacturers
EnergyX’s ten-year, $2 billion take-or-pay agreement to supply Trafigura with 100,000 tonnes of lithium from Chile and the United States matters less for its size than for what it signals. A commodities trader is backing direct lithium extraction (DLE), a technology still proving itself commercially, and the demand behind it





