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The global scramble for lithium resources intensifies, boosting Hong Kong-listed lithium battery stocks.
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Release time：2025-12-12
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In terms of news, according to relevant reports, the U.S. Department of Defense is undertaking large-scale stockpiling of critical minerals through the National Defense Stockpile Program, covering 38 core materials essential for the energy transition—including lithium, cobalt, graphite, and rare earth elements. This move underscores the global heightened attention to strategic resource security and provides support for the long-term demand for lithium resources.
Meanwhile, Europe’s largest lithium production project is making substantial progress. On December 3, Vulcan Energy announced that it had secured nearly $2.5 billion in funding to advance its Lionheart lithium project in Germany. The first phase of the project is planned to have an annual production capacity of 24,000 tons of lithium, and all of its off-take contracts for the first ten years have already been secured. The lithium resources produced by the project can meet the annual demand of approximately 500,000 electric vehicles, further strengthening Europe’s local supply-chain capabilities.
The demand side is also sending out positive signals. According to a research report by CITIC Securities, global total lithium-battery demand is expected to exceed 2,700 GWh by 2026, representing a year-on-year growth of over 30%. Among them, demand for energy storage batteries will surpass 900 GWh, and several segments may face supply tightness.
Huatai Securities pointed out that from 2025 to 2027, the global supply of lithium resources (measured in LCE) is expected to reach 1.634 million tons, 2.162 million tons, and 2.532 million tons, respectively, with year-on-year growth rates of 22.3%, 32.3%, and 17.1%, respectively. Despite the gradual release of supply, the resource side still exhibits structural scarcity characteristics.
Leading lithium battery companies are making frequent moves.
Recently, CATL announced that its independently developed marine battery system has received type approval from the Italian Register of Shipping (RINA). With this achievement, CATL has now obtained certification from major global classification societies, including those in France, the U.S., and Norway. Currently, the company’s products have been deployed on nearly 900 vessels, including the world’s largest all-electric inland river cruise ship, the “Yangtze Three Gorges No. 1,” and China’s first all-electric offshore passenger vessel to be classed by the China Classification Society, the “Yu Jian 77.”
In addition, CATL has signed a framework supply agreement with Vena Energy, a Singapore-based renewable energy developer, under which it will provide its Indonesian subsidiary with 4 GWh of EnerX battery energy storage systems. These systems utilize 530 Ah battery cells and can deliver up to 5.6 MWh per single 20-foot container, highlighting CATL’s technological expertise and delivery capabilities in the global energy storage market.
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