Meeting Europe’s Lithium Demand – Sustainably

Supply Vs Demand
The demand for lithium is accelerating fast - driven by the rapid rise of electric vehicles, renewable energy storage systems, and digital infrastructure. Yet more than 90% of global lithium refining takes place in East Asia, with China alone responsible for over 60% of global capacity. This creates major strategic vulnerabilities for Europe, including supply chain disruptions, price volatility, and geopolitical risk. TVL is changing that. From our base in Teesside, we will produce battery-grade lithium, providing a local, reliable, and sustainable supply.
EV Market Growth

As EV adoption continues to rise, independent refining capacity within Europe is a necessity, not a luxury.

With major UK production commitments from BMW in Oxford, Nissan’s hub in Sunderland, and JLR’s electric strategy in the West Midlands, demand is growing fast. On the continent, Volkswagen, Tesla, Stellantis, Renault, and others are scaling up battery gigafactories – but these plants cannot operate without a stable, local supply of refined lithium.

Regulatory Pressure

The push for local lithium refining is no longer just market-driven - it’s a matter of regulatory compliance.

The EU Battery Regulation, adopted in 2023, mandates increased transparency, sustainability, and traceability for all batteries sold in Europe - including proof of responsible sourcing and embedded carbon intensity. Battery passports, due to become mandatory, will track materials from mine to market.

TVL’s model directly supports this shift

A clean, traceable UK supply chain

TVL is establishing a fully transparent supply chain in the UK, enabling greater accountability, regulatory compliance, and end-to-end traceability from raw material inputs to refined lithium products. This ensures ethical sourcing and strengthens national supply resilience.

Low-carbon refining powered by offshore wind

Leveraging Teesside’s proximity to major offshore wind assets, TVL’s refining operations will be powered by renewable energy. This significantly reduces the carbon footprint of lithium production, supporting net-zero targets and helping customers meet their own sustainability commitments.

Full alignment with the EU Critical Raw Materials Act

TVL’s project is fully aligned with the EU’s goal of sourcing 40% of strategic materials — like lithium — from local processing by 2030. Our facility contributes to this objective by providing the UK and Europe with a secure, domestic alternative to imported, high-emissions supply chains.

Geopolitical Resilience

Over 90% of lithium refining capacity is concentrated in East Asia - with China controlling more than 60% of global output.

This leaves European industries exposed to trade disputes, export bans, and shifting geopolitical alliances.

Recent moves by key producing nations are accelerating this shift:

MARKET OPPORTUNITY
By establishing a wholly independent refining capability in the UK, TVL is strengthening Europe’s energy sovereignty and insulating its supply chains from global volatility.
Energy Storage Demand – Beyond the EV

Lithium isn’t just powering cars - it’s powering the clean energy grid

As Europe builds out renewable capacity, lithium-ion batteries are becoming critical to grid stabilisation and energy storage. Demand for lithium in storage applications is forecast to grow by 25% per year through 2030, driven by national targets for renewable integration and net-zero emissions.

TVL will provide the high-purity, low-carbon lithium needed to support this next generation of infrastructure - from vehicle fleets to flexible power systems.