EPISODE · Jun 29, 2026 · 29 MIN
BESS - Lithium's Second Act
from Sprott Radio · host Sprott Inc.
While EVs still represent the lion’s share of lithium demand, a new use case has arrived in the form of BESS - Battery Energy Storage Systems. Used in datacenters and as grid storage for renewable energy, BESS is starting to have an impact on the lithium market. Benchmark Mineral Intelligence Principal Lithium Analyst Federico Gay joins Sprott Radio to break it all down.This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant its completeness or accuracy. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.
What this episode covers
While EVs still represent the lion’s share of lithium demand, a new use case has arrived in the form of BESS - Battery Energy Storage Systems. Used in datacenters and as grid storage for renewable energy, BESS is starting to have an impact on the lithium market. Benchmark Mineral Intelligence Principal Lithium Analyst Federico Gay joins Sprott Radio to break it all down. This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warra...
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BESS - Lithium's Second Act
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