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The Commodity Brief

The Commodity Brief

By: The Commodity Brief
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The Commodity Brief Podcast delivers weekly intelligence on alternative assets and commodities — breaking down the trends, risks, and opportunities that matter most to real asset investors.

© 2026 The Commodity Brief
Episodes
  • China's EV dominance and lithium chaos

    China's EV dominance and lithium chaos
    Jun 28 2026

    The electric vehicle revolution runs on lithium — but the supply chain behind it is fragile, geopolitically charged, and increasingly volatile. In this episode, we break down how China came to dominate the global EV and battery market, why lithium prices have surged dramatically in 2026, and what the growing supply deficit means for investors, automakers, and the energy transition.

    We explore the structural forces driving lithium demand, the mining bottlenecks constraining supply, and how Western nations are scrambling to reduce their dependence on Chinese battery supply chains. Whether you're an investor tracking battery metals or simply trying to understand the forces reshaping global energy, this episode gives you the full picture.

    What we cover:

    • Why lithium prices nearly doubled in Q1 2026
    • China's stranglehold on EV and battery manufacturing
    • The supply chain risks threatening the EV transition
    • What retail investors need to know right now

    The Commodity Brief Podcast — Weekly intelligence on alternative assets and commodities.
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    38 mins
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