Jun. 11 at 5:49 PM
$ABAT I just asked Claude to help me understand if there is a connection with space exploration, etc. and this is remarkable:
$LI $ALTM $LIXT — Lithium recycling isn't hype, it's structural.
IEA 2025: demand grows 5x by 2040. Recycling cuts mining need 20–35% by 2050, drops CO₂ 80% vs. virgin material.
Deficit is already here — S&P forecasts supply goes negative in 2026. EVs consumed ~70% of 2025 output. US launched a
$12B strategic Li reserve (Project Vault, Feb 2026).
Space side: NASA/JAXA ISS test showed solid-state Li battery lost only 2% capacity after 434 days in open space. Perseverance runs dual 140Wh Li packs on Mars right now. Deep space missions targeting Jupiter's moons require Li systems rated 20+ years in radiation. At
$10K/kg launch cost, resupply isn't viable — recycling is load-bearing infrastructure. Li salts confirmed on Mars, making closed-loop recycling physically possible on-site.
This isn't ESG. It's survival on two planets.
#lithium #criticalmineral #EVs #space
