Share this postScarce Resources Trackergeopoliticsreport.substack.comCopy linkFacebookEmailNoteOtherScarce Resources TrackerDylan MuggletonJun 19, 2024Share this postScarce Resources Trackergeopoliticsreport.substack.comCopy linkFacebookEmailNoteOtherShareTopics Main MenuBlogs on Scarce Resources:Energy Affordability - Tariffs Deep DiveDylan Muggleton·Sep 19US-China Trade WarRead full storyLevelized Cost of Energy - Part 2Dylan Muggleton·Jul 25ContentsRead full storyNapkin Mathematics: LithiumDylan Muggleton·November 2, 2023Contents Lithium Production Production Capacity Lithium Reserves Lithium Demand Assumptions Mid-Forecast Best-Case Forecast Worst-Case Forecast Concluding RemarksGeopolitics Explained is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Read full story