Headwinds for Zinnwald lithium extraction too
Other lithium extraction projects are also facing increasing headwinds from the public: Zinnwald Lithium GmbH, for example, which announced in June 2024 that the deposit was larger than expected due to new drilling. Annual production of up to 18,000 tonnes of lithium is possible. Zinnwald Lithium has applied to the EU Commission to be categorised as a strategic project in accordance with the new Critical Raw Materials Act (CRMA). This would put it in the fast lane - the authorisation procedure would have to be completed within 27 months. Citizens are taking to the barricades against this. They doubt that the low lithium content of the ore makes the operation economically viable and are calling for a feasibility study. However, the company wants to start the authorisation process in 2025. However, the financing has not yet been finalised.
A production plant for lithium hydroxide is also being planned at a second site in Saxony - Altenberg and Falkenhain. Driven by Deutsche Lithium, an AMG subsidiary.
First quantities of lithium hydroxide already coming from Industriepark Höchst
The extraction of lithium using the geothermal process, as used by Vulcan, is looking much better. Things are progressing almost as planned. In August 2024, the company began commissioning its Central Lithium Electrolysis Optimisation Plant (CLEOP) at Industriepark Höchst. Since November, it has been converting lithium chloride from production in Landau into battery-ready lithium hydroxide monohydrate (LHM). The first commercial plant is to be built once the process has been optimised. This would make Vulcan the first producer in Europe to completely close the production chain for the manufacture of LHM from European lithium. The first quantities from the optimisation plant will be sent to the battery and automotive industry for validation, including Stellantis, Renault, LG and Umicore. Further pilot projects for geothermal lithium extraction are already being planned in Hesse.
A new technology from the US company Lilac Solutions could lead to progress in lithium extraction. It is said to be able to extract more than 90 per cent of lithium from brine. The company is trying to win customers around the world for this technology. The technology uses ion exchange ceramic beads to extract the lithium in batch cycles and then wash it out again.
Also AMG Bitterfeld is already able to deliver
AMG (Advanced Metallurgical Group) reached a milestone in September 2024: in Bitterfeld, the company commissioned the first of five modules of its lithium hydroxide refinery, the first in Europe capable of producing 20,000 tonnes of lithium hydroxide per year for around 500,000 electric cars. The other modules could go into operation by 2030. With a potential production of 100,000 tonnes of lithium hydroxide, AMG would hold around 14 percent of the forecast European market. However, AMG extracts the raw material, the lithium mineral spodum, from a mine in Brazil. Nevertheless, the company would make a significant contribution to security of supply in Europe.
More lithium refineries to be built in Finland, Slovakia and the UK
Europe's second lithium refinery is scheduled to go into operation in Kokkola, Finland, in 2026. Locally extracted spodumene concentrate will be processed there. The plant is part of the Keliber project, part of Sibanye-Stillwater. Up to 15,000 tonnes of battery-grade lithium hydroxide could be produced there in the future. The commissioning of a lithium refinery (Volt Resources) in Slovakia and in the UK (Green Lithium) has also been announced for 2026. The latter is designed for a production volume of around 50,000 tonnes of lithium hydroxide per year.
Imerys is also pressing ahead with the Emili project in France, initially focussing on further environmental impact studies. A new location for the loading centre is being examined. Reduced use of chemicals is also promised in order to convince the public of the sustainability of the project. By the end of the decade, the company wants to start mining lithium at the Beauvoir site in central France and in Cornwall, UK.
Will Spain also become a lithium producer?
In contrast, the start of lithium production in Spain is uncertain. The company Extremadura New Energies is planning to mine in the Extremadura region. However, authorisation for the project is still pending - and is meeting with considerable resistance. As in Serbia, it is questionable whether it can ever be realised.
Concrete production sites are therefore still few and far between - and not all planned projects will go into operation as planned. Nevertheless, the variety and number of projects shows how actively Europe is working on supplying the growing electromobility sector with lithium hydroxide - and largely self-sufficiently from European supply chains.