06/04/2026
Battery storage is now the fastest-growing source of lithium demand, up 45% in consumption in 2026 - hugely important for AI. The window for domestic US producers is opening up. Century Lithium's Angel Island is ready. π
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Metals Market Movers 2026: Metals markets are increasingly being shaped by policy as much as by fundamentals. This is the fourth of our 6-part series that explores how climate regulation, industrial policy, trade policy, and strategic investments are influencing supply, demand and price across steel...