The Global Lithium Supply Chain: Challenges, Opportunities, and Future Growth
Lithium has become one of the most strategically important minerals in the world. As countries accelerate the transition to electric vehicles (EVs), renewable energy, and advanced battery storage systems, lithium has emerged as a cornerstone of the global clean energy economy. The demand for lithium is no longer driven solely by consumer electronics. Today, governments,…
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Why Investors are Targeting African Lithium Deposits
The phone calls have changed. For most of my twenty-five years on the Jos Plateau, the people who rang me wanted tin, columbite or tantalite. These days, more and more of the voices on the line — some from Lagos, many from Shanghai, a growing number from London and Toronto — ask about one thing:…
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Battery Minerals and the Clean Energy Transition
A few years ago, the young men who used to bring me cassiterite and columbite from the pegmatites around the Plateau started showing up with a different rock. Pale, glassy, sometimes faintly pinkish or lilac — spodumene and lepidolite. They did not always know what they had. I did. The same lithium-cesium-tantalum pegmatites that have…
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Nigeria’s Position in the Global Battery Minerals Market: Reading the Map From the Inside
There is a particular kind of conversation I have learned to recognise after twenty-four years in this trade. It usually begins with an international buyer or analyst who has just discovered that Nigeria sits on serious deposits of the very minerals their industry is desperate for, and it almost always carries the same note of…
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Lithium Processing Opportunities in Nigeria: The Conversation I Keep Having
A few months ago, a buyer in Asia asked me a question I have heard in one form or another for most of my twenty-four years in this industry. “Kolawole,” he said, “why does Nigeria keep selling the ore and buying back the value?” It was not an accusation. It was the polite frustration of…
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