# The Global Lithium Playbook: Who's Really Sitting on the Battery Gold?
With EV and energy storage demand projected to surge 30%+ in 2025, everyone's asking the same question: which countries actually control the lithium supply chain? Let's cut through the noise.
**The Big 4 that matter:**
Chile's holding 9.3M metric tons — basically 31% of global reserves. Problem? Strict regulations and nationalization pushes are slowing them down. They were only the #2 producer in 2024 (44k MT), behind...
Australia, which produced 44k MT despite having fewer reserves (7M MT). That's because their spodumen
With EV and energy storage demand projected to surge 30%+ in 2025, everyone's asking the same question: which countries actually control the lithium supply chain? Let's cut through the noise.
**The Big 4 that matter:**
Chile's holding 9.3M metric tons — basically 31% of global reserves. Problem? Strict regulations and nationalization pushes are slowing them down. They were only the #2 producer in 2024 (44k MT), behind...
Australia, which produced 44k MT despite having fewer reserves (7M MT). That's because their spodumen

