The lithium market is undergoing significant changes as demand for electric vehicles (EVs) and energy storage solutions continues to rise. This soft, silvery-white metal remains at the center of the global clean energy transition.
Let’s uncover the major market trends according to experts and significant insights shared by the head of a lithium extraction company in an exclusive interview.
Lithium Market Trends from CERAWeek 2025
At CERAWeek 2025, industry experts highlighted key trends shaping the lithium market. Experts noted that while lithium demand remains high due to EVs and energy storage systems, the market has seen volatility.
Lithium prices in China fell from $76,000 per ton in early 2023 to about $23,000 per ton by year’s end. This drop raised worries about supply chain stability.
One of the most pressing concerns is the lack of a strong domestic lithium supply chain in the United States. Experts say that 77% of graphite for lithium-ion batteries comes from China. Overall, 53% of the US’s graphite imports since 2023 are from China. This highlights the need to diversify supply.

- Battery production drives lithium demand. In 2023, global lithium consumption hit 180,000 tons. This marks a 27% rise from last year.
Industry leaders at the conference stressed the importance of new extraction technologies to meet future demand. An expert noted that lithium-metal batteries are 10x more powerful than lithium-ion batteries. This could change the game. They highlighted how waste lithium metal from industry could help build a circular supply chain.
Scalability remains a significant challenge, however. Companies are putting money into resource validation projects. They’re also expanding lithium extraction facilities to produce 20,000 tons each year.
The focus is now on producing lithium at a large scale. The aim is for sustainable sourcing methods to keep the lithium market stable in the long run. These insights reinforce the need for technological advancements, government support, and recycling initiatives to build a more resilient lithium industry.
This is where the unique technology of a company promising to optimize lithium production and make it eco-friendly comes in.
François-Michel Colomar, Head of International Development at Adionics, shares insights on lithium extraction. He discusses challenges and opportunities, pricing trends, and how new technologies shape the industry’s future.
What Factors Drive the 2025 Lithium Market Recovery?
After a turbulent 2024, the lithium market is showing early signs of recovery in 2025. Colomar attributes this rebound to the increasing demand from EV manufacturers and energy storage providers.
François-Michel Colomar: “As global policies push for electrification and clean energy adoption, the need for lithium continues to grow. Furthermore, advancements in extraction technologies, such as Direct Lithium Extraction (DLE), are improving efficiency and reducing environmental impact. These technological improvements, combined with increased investments in domestic lithium production, are helping stabilize the market.”
Despite past price corrections, Colomar remains optimistic about sustained growth, driven by ongoing investments in sustainable lithium production.
Lithium Price Projections and Market Forces
Looking ahead, lithium prices are expected to climb to between around $15,000 and $20,000 per ton by 2028. Colomar provided insights into what key market forces will contribute to this growth.

François-Michel Colomar: “The projected price increase of lithium is largely driven by the rising demand for EV batteries and energy storage solutions. Global lithium consumption is expected to surpass supply in the coming years, putting upward pressure on prices.
He also highlights the role of efficient and sustainable extraction technologies in stabilizing the market while meeting increasing demand. The push for local lithium production and recycling initiatives will be crucial in reducing reliance on traditional mining operations.
The Role of New Extraction Technologies
Innovative extraction technologies are revolutionizing the lithium industry, offering more sustainable and cost-effective alternatives to traditional methods. One such advancement is DLE, which allows for selective lithium extraction with minimal environmental impact.
François-Michel Colomar: “Unlike traditional lithium mining, which relies on evaporation ponds and hard rock mining, DLE offers a more efficient and environmentally friendly alternative. It allows for higher lithium recovery rates, reduces water usage, and minimizes ecological disruption. At Adionics, our technology achieves lithium recoveries of up to 98%, making it a game-changer in sustainable lithium production.”
Adionics’ Position in the Lithium Industry
Adionics is playing a key role in advancing sustainable lithium production and battery recycling. Its technology enables the extraction of high-purity lithium from battery black mass, addressing a major challenge in the recycling process.
Colomar emphasized their unique position in the broader lithium and battery recycling landscape.
François-Michel Colomar: “By providing a domestic alternative to overseas processing, we are strengthening the local supply chain and reducing dependence on newly mined lithium. Our approach supports a truly circular economy, ensuring that lithium resources are efficiently reused.”
Impact of EV Demand on Lithium Supply and Pricing
With global EV sales projected to reach 54.7 million units by 2030, the demand for lithium is expected to soar. Colomar predicts that this surge will create supply chain pressures, potentially leading to price fluctuations.

François-Michel Colomar: “The rapid expansion of the EV market will undoubtedly put pressure on lithium supply chains. While increased production capacity and improved extraction methods will help balance supply and demand, the industry must also focus on recycling to supplement primary lithium sources. We anticipate some price volatility, but long-term trends indicate continued growth in lithium prices as demand outpaces supply.”
However, advancements in extraction technologies and recycling capabilities will help mitigate these challenges.
The Importance of Lithium Recycling
Recycling lithium is crucial in addressing supply chain constraints and reducing environmental impacts. Tofanni highlighted this while detailing how their technology helps in this way.
François-Michel Colomar: “With demand projected to exceed supply by 2029, recycling offers a way to recover valuable materials and reduce reliance on newly mined lithium. Adionics’ technology allows for high-purity lithium extraction from recycled batteries without producing toxic waste. This advancement is crucial in creating a closed-loop system where lithium can be reused efficiently.”
Balancing Rapid Lithium Production with Sustainability
The lithium industry faces the challenge of balancing rapid production with sustainable practices. Colomar emphasizes the need for efficient extraction technologies that minimize environmental harm.
François-Michel Colomar: “Sustainability must be a top priority. Technologies like DLE provide a solution by allowing for high lithium recovery rates without the negative environmental impact of traditional mining.”
Adionics’ lithium extraction process boosts recovery rates and purity. It also cuts water use and removes toxic by-products. These innovations enable the industry to scale up production while maintaining environmental responsibility.
Future Trends in the Lithium and Battery Industry
Looking beyond 2030, Colomar foresees major shifts in the lithium and battery industries.
François-Michel Colomar: “First, we expect a greater emphasis on recycling and circular economy practices. Second, advancements in battery technology, such as solid-state batteries, could reduce reliance on lithium-ion cells. Lastly, the industry will see increased efforts to localize lithium supply chains, reducing geopolitical risks and ensuring stable access to this critical mineral.”
Adionics is at the forefront of these changes, driving innovation in lithium extraction and recycling.
Lithium’s Role in the Clean Energy Transition
Lithium remains a key enabler of the clean energy transition, powering EVs and energy storage systems. As the world moves toward net-zero emissions, lithium demand will continue to grow.
François-Michel Colomar highlights the importance of integrating sustainable extraction and recycling methods to ensure a reliable lithium supply. By investing in innovative technologies, the industry can support the global shift to clean energy while minimizing environmental impacts.
The 2025 lithium market presents both challenges and opportunities. Rising demand, evolving extraction technologies, and a growing focus on sustainability will shape the industry’s future.
The post Lithium Market Insight 2025: Price Recovery, EV Demand, and the Future of Extraction – Exclusive Interview appeared first on Carbon Credits.
Carbon Footprint
Climate Impact Partners Unveils High-Quality Carbon Credits from Sabah Rainforest in Malaysia
The voluntary carbon market is changing. Buyers are no longer focused only on large volumes of cheap credits. Instead, they want projects with strong science, long-term monitoring, and clear proof that carbon has truly been removed from the atmosphere. That shift is drawing more attention to high-integrity, nature-based projects.
One project now gaining that spotlight is the Sabah INFAPRO rainforest rehabilitation project in Malaysia. Climate Impact Partners announced that the project is now issuing verified carbon removal credits, opening access to one of the highest-quality nature-based removals currently available in the global market.
Restoring One of the World’s Richest Rainforest Ecosystems
The project is located in Sabah, Malaysia, on the island of Borneo. This region is home to tropical dipterocarp rainforest, one of the richest forest ecosystems on Earth. These forests store huge amounts of carbon and support extraordinary biodiversity. Some dipterocarp trees can grow up to 70 meters tall, creating habitat for orangutans, pygmy elephants, gibbons, sun bears, and the critically endangered Sumatran rhino.
However, the forest within the INFAPRO project area was not intact. In the 1980s, selective logging removed many of the most valuable tree species, especially large dipterocarps. That caused serious ecological damage. Once the key mother trees were gone, natural regeneration became much harder. Young seedlings also had to compete with dense vines and shrubs, which slowed the forest’s recovery.
To repair that damage, the INFAPRO project was launched in the Ulu-Segama forestry management unit in eastern Sabah.
- The project has restored more than 25,000 hectares of logged-over rainforest.
- It was developed by Face the Future in cooperation with Yayasan Sabah, while Climate Impact Partners has supported the project and helped bring its credits to market.
Why Sabah’s Carbon Removals are Attracting Attention
What makes Sabah INFAPRO different is not only the size of the restoration effort. It is also the way the project measured carbon gains.

Many forest carbon projects issue credits in annual vintages based on year-by-year growth estimates. Sabah INFAPRO followed a different path. It used a landscape-scale monitoring system and waited until the forest moved through its strongest natural growth period before issuing removal credits.
- This approach gives the credits more weight. Rather than relying mainly on short-term annual estimates, the project measured carbon sequestration over a longer period. That helps show that the forest delivered real, sustained, and measurable carbon removal.
The scientific backing is also unusually strong. Since 2007, the project has maintained nearly 400 permanent monitoring plots. These plots have allowed researchers, independent auditors, and technical specialists to observe the full growth cycle of dipterocarp forest recovery. The result is a large body of field data that supports carbon calculations and strengthens confidence in the credits.
In simple terms, buyers are not just being asked to trust a model. They are being shown years of direct forest monitoring across the project landscape.
Strong Ratings Support Market Confidence
Independent assessment has also lifted the project’s profile. BeZero awarded Sabah INFAPRO an A.pre overall rating and an AA score for permanence. That places the project among the highest-rated Improved Forest Management, or IFM, projects in the world.
The rating reflects several important strengths. First, the project has very low exposure to reversal risk. Second, it has a long and stable operating history. Third, its measured carbon gains align well with peer-reviewed ecological research and independent analysis.
These points matter in today’s market. Buyers have become more cautious after years of debate over the quality of some forest carbon credits. As a result, they now look more closely at durability, transparency, and third-party validation. Sabah INFAPRO’s rating helps answer those concerns and makes the project more attractive to companies looking for credible carbon removal.
The project is also registered with Verra’s Verified Carbon Standard under the name INFAPRO Rehabilitation of Logged-over Dipterocarp Forest in Sabah, Malaysia. That adds another level of market recognition and verification.
A Wider Model for Rainforest Recovery
Sabah INFAPRO also shows why high-quality nature-based projects are about more than carbon alone. The restoration effort supports broader ecological recovery in one of the world’s most important rainforest regions.
Climate Impact Partners said it has worked with project partners to restore degraded areas, run local training programs, carry out monthly forest patrols, and distribute seedlings to support rainforest recovery beyond the project boundary. These efforts help strengthen the wider landscape and expand the project’s environmental impact.
That broader value is becoming more important for buyers. Companies increasingly want projects that support biodiversity, ecosystem health, and local engagement, along with carbon removal. Sabah INFAPRO offers that mix, making it a stronger fit for the market’s shift toward higher-integrity credits.

The post Climate Impact Partners Unveils High-Quality Carbon Credits from Sabah Rainforest in Malaysia appeared first on Carbon Credits.
Carbon Footprint
Bitcoin Falls as Energy Prices Rise: Why Crypto Is Now an Energy Market Story
Bitcoin’s recent drop below $70,000 reflects more than short-term market pressure. It signals a deeper shift. The world’s largest cryptocurrency is becoming increasingly tied to global energy markets.
For years, Bitcoin has moved mainly on investor sentiment, adoption trends, and regulation. Today, another force is shaping its direction: the cost of energy.
As oil prices rise and electricity markets tighten, Bitcoin is starting to behave less like a tech asset and more like an energy-dependent system. This shift is changing how investors, analysts, and policymakers understand crypto.
A Global Power Consumer: Inside Bitcoin’s Energy Use
Bitcoin depends on mining, a process that uses powerful computers to verify transactions. These machines run continuously and consume large amounts of electricity.
Data from the U.S. Energy Information Administration shows Bitcoin mining used between 67 and 240 terawatt-hours (TWh) of electricity in 2023, with a midpoint estimate of about 120 TWh.

Other estimates place consumption closer to 170 TWh per year in 2025. This accounts for roughly 0.5% of global electricity demand. Recently, as of February 2026, estimates see Bitcoin’s energy use reaching over 200 TWh per year.
That level of energy use is significant. Global electricity demand reached about 27,400 TWh in 2023. Bitcoin’s share may seem small, but it is comparable to the power use of mid-sized countries.
The network also requires steady power. Estimates suggest it draws around 10 gigawatts continuously, similar to several large power plants operating at full capacity. This constant demand makes energy costs central to Bitcoin’s economics.
When Oil Rises, Bitcoin Falls
Bitcoin mining is highly sensitive to electricity prices. Energy is the highest operating cost for miners. When power becomes more expensive, profit margins shrink.
Recent market movements show this link clearly. As oil prices rise and inflation concerns persist, energy costs have increased. At the same time, Bitcoin prices have weakened, falling below the $70,000 level.

This is not a coincidence. Studies show a direct relationship between Bitcoin prices, mining activity, and electricity use. When Bitcoin prices rise, more miners join the network, increasing energy demand. When energy costs rise, less efficient miners may shut down, reducing activity and adding selling pressure.
This creates a feedback loop between crypto and energy markets. Bitcoin is no longer driven only by demand and speculation. It is now influenced by the same forces that affect oil, gas, and power prices.
Cleaner Energy Use Is Growing, but Fossil Fuels Still Matter
Bitcoin’s environmental impact depends on its energy mix. This mix is improving, but it remains uneven.
A 2025 study from the Cambridge Centre for Alternative Finance found that 52.4% of Bitcoin mining now uses sustainable energy. This includes both renewable sources (42.6%) and nuclear power (9.8%). The share has risen significantly from about 37.6% in 2022.
Despite this progress, fossil fuels still account for a large portion of mining energy. Natural gas alone makes up about 38.2%, while coal continues to contribute a smaller share.

This reliance on fossil fuels keeps emissions high. Current estimates suggest Bitcoin produces more than 114 million tons of carbon dioxide each year. That puts it in line with emissions from some industrial sectors.
The shift toward cleaner energy is real, but it is not complete. The pace of change will play a key role in how Bitcoin fits into global climate goals.
Bitcoin’s Climate Debate Intensifies
Bitcoin’s growing energy demand has placed it at the center of ESG discussions. Its impact is often measured through three key areas:
- Total electricity use, which rivals that of entire countries.
- Carbon emissions are estimated at over 100 million tons of CO₂ annually.
- Energy intensity, with a single transaction using large amounts of power.

At the same time, the industry is evolving. Mining companies are adopting more efficient hardware and exploring new energy sources. Some operations use excess renewable power or capture waste energy, such as flare gas from oil fields.
These efforts show progress, but they do not fully address the concerns. The gap between Bitcoin’s energy use and its environmental impact remains a key issue for investors and regulators.
- MUST READ: Bitcoin Price Hits All-Time High Above $126K: ETFs, Market Drivers, and the Future of Digital Gold
Bitcoin Is Becoming Part of the Energy System
Bitcoin mining is now closely integrated with the broader energy system. Operators often choose locations based on access to cheap or excess electricity. This includes areas with strong renewable generation or underused energy resources.
This integration creates both opportunities and challenges. On one hand, mining can support energy systems by using power that might otherwise go to waste. It can also provide flexible demand that helps stabilize grids.
On the other hand, it can increase pressure on local electricity supplies and extend the use of fossil fuels if cleaner options are not available.
In the United States, Bitcoin mining could account for up to 2.3% of total electricity demand in certain scenarios. This highlights how quickly the sector is scaling and how closely it is tied to national energy systems.
Energy Markets Are Now Key to Bitcoin’s Future
Looking ahead, the connection between Bitcoin and energy is expected to grow stronger. The network’s computing power, or hash rate, continues to reach new highs, which typically leads to higher energy use.
Electricity will remain the main cost for miners. This means Bitcoin will continue to respond to changes in energy prices and supply conditions. At the same time, governments are starting to pay closer attention to crypto’s environmental impact, which could shape future regulations.

Some forecasts suggest Bitcoin’s energy use could rise sharply if adoption increases, potentially reaching up to 400 TWh in extreme scenarios. However, cleaner energy systems could reduce the carbon impact over time.
Bitcoin is no longer just a financial asset. It is also a large-scale energy consumer and a growing part of the global power system.
As a result, understanding Bitcoin now requires a broader view. Energy prices, electricity markets, and carbon trends are becoming just as important as market demand and investor sentiment.
The message is clear. As energy markets move, Bitcoin is likely to move with them.
The post Bitcoin Falls as Energy Prices Rise: Why Crypto Is Now an Energy Market Story appeared first on Carbon Credits.
Carbon Footprint
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