Field kit

MCS 2026 sheet

Lithium

LiFinal 2025 CML

Price −24% in 2025; U.S. output essentially flat. Silver Peak (NV) brine plus Thacker Pass development.

U.S. production 2025

23,000

metric tons LCE

U.S. value

$410M

price -24%

World production

240,000

metric tons LCE

Net import reliance

25%

Argentina / Chile / Australia

Primary uses

EV batteries, glass, grease

Atlas sites

Silver Peak

NV

Albemarle · 180 crew · Continental brine

Twin

Thacker Pass

NV

Lithium Americas · 250 crew · Claystone Li

Twin