Chile Is Nationalizing Lithium. What Investors Should Expect. - Barron's

About the authors: Aaron Malone is a research assistant professor in the Mining Engineering Department, and a research associate at the Payne Institute for Public Policy at the Colorado School of Mines. Morgan Bazilian directs the Payne Institute and was previously lead energy specialist at the World Bank. Lithium is one of the renewable energy transition’s most crucial minerals, primarily for its use in electric vehicle batteries. Chile is the world’s second-largest producer of lithium, and has the largest reserves. So, when Chilean President Gabriel Boric announced his intention on Thursday to nationalize the country’s lithium industry, it provoked strong reactions. Advertisement - Scroll to Continue Market response has been predictably negative. Headlines described investors as “spooked” and “dismayed.” But the mixed history of resource nationalizations suggests the full impacts of this move are anything but a foregone conclusion. Undoubtedly, resource nationalizations have the pote

About the authors: Aaron Malone is a research assistant professor in the Mining Engineering Department, and a research associate at the Payne Institute for Public Policy at the Colorado School of Mines. Morgan Bazilian directs the Payne Institute and was previously lead energy specialist at the World Bank. Lithium is one of the renewable energy transition’s most crucial minerals, primarily for its use in electric vehicle batteries. Chile is the world’s second-largest producer of lithium, and has the largest reserves. So, when Chilean President Gabriel Boric announced his intention on Thursday