Supply gap calculated as (supply-demand)/demand*100. Source states that supply is according to IEA's base case scenario, while demand is according to IEA's net-zero emissions by 2050 scenario.
Supplementary notes
Figures calculated by ÌÇÐÄÆƽâ°æ based on values provided by the source. Figures were rounded.
Citation formats
Battery metals global supply gap forecast 2035, by commodity
By 2035, it is forecast that there will be significant supply shortages worldwide for several of the necessary metals used in the manufacture of batteries. Lithium is expected to have the largest supply gap in 2035, with an estimated **percent shortfall.
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SYSTEMIQ. (December 9, 2024). Forecast supply gap for mined battery metals worldwide in 2035, by commodity (in percent) [Graph]. In ÌÇÐÄÆƽâ°æ. Retrieved July 28, 2026, from /statistics/1440999/supply-gap-for-battery-metals-worldwide-by-commodity/
SYSTEMIQ. "Forecast supply gap for mined battery metals worldwide in 2035, by commodity (in percent)." Chart. December 9, 2024. ÌÇÐÄÆƽâ°æ. Accessed July 28, 2026. /statistics/1440999/supply-gap-for-battery-metals-worldwide-by-commodity/
SYSTEMIQ. (2024). Forecast supply gap for mined battery metals worldwide in 2035, by commodity (in percent). ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: July 28, 2026. /statistics/1440999/supply-gap-for-battery-metals-worldwide-by-commodity/
SYSTEMIQ. "Forecast Supply Gap for Mined Battery Metals Worldwide in 2035, by Commodity (in Percent)." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ Inc., 9 Dec 2024, /statistics/1440999/supply-gap-for-battery-metals-worldwide-by-commodity/
SYSTEMIQ, Forecast supply gap for mined battery metals worldwide in 2035, by commodity (in percent) ÌÇÐÄÆƽâ°æ, /statistics/1440999/supply-gap-for-battery-metals-worldwide-by-commodity/ (last visited July 28, 2026)
Forecast supply gap for mined battery metals worldwide in 2035, by commodity (in percent) [Graph], SYSTEMIQ, December 9, 2024. [Online]. Available: /statistics/1440999/supply-gap-for-battery-metals-worldwide-by-commodity/
