Pioneering Sustainable Lithium
Lithium Harvest is building an integrated brine-to-lithium platform designed to produce battery-grade lithium compounds from industrial brines - using existing infrastructure to bring localized, lower-impact supply closer to battery demand.
Building the Next Lithium Supply Platform
The battery economy needs more than lithium resources. It needs qualified, battery-grade supply that can be financed, built, and delivered inside the demand window.
This public investor overview presents the market opportunity, the lithium supply bottleneck, the Lithium Harvest platform, and the technology and validation model supporting commercial scale.
Explore the investment case below. Qualified investors may also request the confidential Investment Memorandum or contact Sune Mathiesen, CEO.
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Patented integrated process
A protected brine-to-lithium pathway combining advanced water treatment, adsorption-based Direct Lithium Extraction, and downstream refining. -
Industrial execution experience
More than 20 years of industrial water-treatment experience and over 400 full-scale systems delivered across oil and gas and industrial applications. -
Validation-led scale-up
Real-brine testing, the Site Validation Unit, Digital Twin modeling, and commercial engineering connect site validation to full-scale plant design. -
Owner-operated platform
The DBOO model keeps project execution, operating knowledge, performance data, and commercial control within Lithium Harvest.
The Age of Electricity Is Creating Structural Lithium Demand
The global energy system is becoming more electric.
Electric vehicles are moving further into the mainstream. Renewable power is expanding. Battery storage is becoming essential infrastructure for modern electricity systems.
For lithium, this creates two structural demand engines:
- Electric vehicles remain the volume driver
- Battery energy storage is becoming the infrastructure driver
Together, they are connecting lithium demand to transportation, electricity security, renewable power integration, and long-term infrastructure investment.
The market opportunity at a glance
- Global electricity demand is forecast to grow by an average of 3.6% annually from 2026 to 2030. Electricity consumption is projected to grow at least 2.5 times faster than total energy demand through 2030.
- Global electric car sales exceeded 20 million in 2025, representing one-quarter of all new cars sold. Sales are expected to reach approximately 23 million in 2026, equal to 28% of global car sales.
- EV battery deployment reached approximately 1.2 TWh in 2025, almost 30% more than in 2024 and more than seven times the level recorded in 2020. EVs accounted for more than 70% of total battery deployment.
- Battery storage was the fastest-growing power technology in 2025, with approximately 108 GW of new capacity deployed globally. This was 40% more than in 2024, bringing installed capacity to approximately 11 times its 2021 level.
- Global lithium demand rose by nearly 30% in 2024, significantly faster than the average annual growth rate recorded during the 2010s.
- Lithium demand from electric vehicles is expected to increase by approximately 219% between 2025 and 2035. Lithium demand from grid battery storage is expected to increase by approximately 123% over the same period.
Lithium demand now has two structural growth engines
Electric vehicles create scale.
Battery energy storage creates a second market linked directly to grid flexibility, renewable power integration, electricity security, and system reliability.
This matters because lithium demand is no longer dependent on a single adoption curve.
More electric vehicles require more batteries. More renewable electricity increases the need for storage. More battery manufacturing increases the need for reliable, qualified lithium compounds.
The result is a broader and more durable lithium demand profile.
Demand is growing. Qualified supply still has to arrive.
Strong demand does not automatically create battery-grade lithium supply.
Before lithium can reach a battery manufacturer, a project must move through permitting, financing, construction, extraction, refining, production ramp-up, and customer qualification.
The investment opportunity lies in the gap between growing battery demand and the delivery of qualified lithium supply on schedule.
Lithium Harvest is targeting that opportunity with a different supply model based on produced water and geothermal brines that are already at the surface, already flowing, and often supported by existing infrastructure.
The market does not only need more lithium resources. It needs more projects capable of becoming qualified supply inside the demand window.
Why Traditional Lithium Supply Falls Short
The bottleneck is not just mining - it is battery-grade supply
A tonne of lithium in the ground is not a tonne in a battery.
Battery customers buy qualified lithium chemicals that meet specifications, not geological potential. Mining creates raw supply. Refining determines whether that supply becomes a battery-grade product.
Without a credible refining pathway, projects remain exposed to qualification delays, margin leakage, logistics constraints, and geopolitical concentration.
Resource size is not bankability. Nameplate capacity is not qualified supply.
Battery demand is scaling at 21st-century speed, while much of lithium mining and refining still operates on 20th-century project timelines.
The market is not short of geological resources. It is short of supply that can be financed, permitted, produced, refined, qualified, and delivered fast enough to meet demand.
What constrains supply |
Why it matters for investors |
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|---|---|---|
| Supply chain and refining concentration | Approximately 77% of raw lithium supply comes from three countries. Around 70% of lithium chemicals are refined in China, while the three largest refining countries account for approximately 95%. North America and Europe represent only around 2-3% of global refining capacity. | Mining additional tonnes does not automatically create secure battery-grade supply. Refining concentration increases exposure to trade restrictions, geopolitical disruption, logistics constraints, and regional supply shocks. |
| Economic and capital bottlenecks | Greenfield lithium projects can require approximately US$0.5-1.5 billion before revenue. When prices fall, projects may be delayed, resized, or canceled. Recent project delays and cancellations represent an estimated 150,000-282,000 tonnes LCE of potential annual supply. | High fixed costs, slow payback, and commodity-price exposure can remove future capacity from the pipeline precisely when new supply needs to be financed. Reliance on third-party refining can also reduce margins and strategic control. |
| Environmental bottlenecks | Traditional production can involve significant land disturbance, freshwater use, emissions, waste, tailings, and pollution risk. Approximately half of the planned lithium capacity is exposed to water-stressed regions. | Environmental performance affects permitting, capital requirements, operating costs, financing, community acceptance, customer screening, and long-term project viability. It is a direct bankability issue. |
| Technical and operational bottlenecks | Traditional methods produce approximately 89% of the global lithium supply, with around 66% coming from hard-rock mining. Solar evaporation may recover only 20-50% of the lithium and can require 13-24 months per production cycle. New refining facilities may require years of optimization before consistently meeting product specifications. | Low recovery, long cycles, ramp-up complexity, location constraints, and refining dependence reduce saleable output and delay cash flow. Nameplate capacity does not guarantee reliable battery-grade production. |
| Regulatory and social bottlenecks | Hard-rock projects can take 10-17 years from discovery to production. Evaporation projects can require 13-15 years to develop and ramp. Conventional DLE projects may still require 5-7 years when new feedstock, infrastructure, permitting, financing, and refining capacity must be developed. | Permitting, water rights, environmental assessments, stakeholder consultation, litigation risk, and customer qualification can push production beyond the period when the market needs the supply. |
What constrains supply
Why it matters for investors
Traditional Supply Is Missing the Demand Window
Battery demand can scale in years.
Traditional lithium projects often move in decades.
A lithium project initiated in 2026 may not reach commercial production until:
- 2031-2033 for conventional DLE
- 2039-2041 for solar evaporation
- 2036-2043 for hard-rock mining
By the time many conventional projects reach production, the battery market may already be operating inside the projected supply shortage window.
Traditional mining will remain essential. However, it is too concentrated, capital intensive, environmentally constrained, operationally complex, and slow to be the complete answer.
The market needs complementary production pathways that can use existing infrastructure, reduce greenfield development, integrate extraction and refining, and move from resource to qualified product faster.
That is the supply gap Lithium Harvest is targeting.
From Brine to Battery-Grade Lithium
An integrated lithium production platform built around brines already in motion.
Lithium Harvest develops, builds, owns, and operates modular production facilities designed to convert lithium-bearing industrial brines into battery-grade lithium compounds.
The company focuses on oilfield produced water and geothermal brines - fluids that are already at the surface, already moving through industrial systems, and often supported by existing infrastructure.
Instead of developing a conventional mine, constructing large evaporation ponds, or requiring partners to become lithium operators, Lithium Harvest co-locates production assets where qualifying brine already flows.
The platform manages the complete pathway:
Brine access → validation → treatment → lithium extraction → refining → operations → product commercialization
Lithium Harvest is not selling a standalone DLE unit. It is building an integrated, owner-operated lithium production platform.
Lithium Harvest model |
Why it matters for investors |
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| Accessible brine feedstock | Targets produced water and geothermal brines already flowing through existing industrial infrastructure. | Can reduce exposure to exploration, mine development, new brine fields, and major greenfield infrastructure requirements. |
| Integrated production pathway | Manages validation, water treatment, adsorption-based DLE, refining, operations, and commercialization as one system. | Creates a clearer pathway from resource access to saleable lithium compounds and reduces reliance on disconnected third parties. |
| DBOO owner-operator model | Lithium Harvest designs, builds, owns, and operates each production facility. | Retains operating control, performance data, technical knowledge, and exposure to lithium product revenue within the company. |
| Repeatable co-located assets | Deploys modular production facilities across qualifying produced-water and geothermal sites. | Creates the potential for a portfolio of assets rather than dependence on one mine, one resource, or one megaproject. |
Lithium Harvest model
Why it matters for investors
Understand the Platform
The accordions below provide additional detail on how the platform works, how the DBOO model aligns Lithium Harvest with brine partners, how the system is designed to compete with traditional lithium supply, and how it can scale across multiple sites.
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Why does integration matter?
Recovering lithium is only one step.
Battery customers require consistent lithium compounds that meet defined chemical specifications, quality standards, delivery schedules, and qualification requirements.
Real industrial brines can contain hydrocarbons, suspended solids, organics, scaling compounds, competing ions, and variable chemistry. These conditions must be managed before, during, and after lithium extraction.
Lithium Harvest therefore integrates water treatment, adsorption-based DLE, concentration, refining, automation, operations, and commercialization into one production system.
The objective is not simply to extract lithium. It is to produce a reliable, saleable lithium compound.
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How does the DBOO model work?
Under the Design, Build, Own, and Operate model, Lithium Harvest manages the lithium production business.
The brine partner provides:
- Long-term access to qualifying brine
- Site access and infrastructure coordination
- Operating information and integration support
- An agreed commercial partnership structure
Lithium Harvest manages:
- Brine evaluation and project validation
- Integrated process and facility design
- Project development and capital formation
- Construction and commissioning
- Facility ownership and operation
- Lithium refining, qualification, and commercialization
The partner can participate in the economic value of the lithium resource through an agreed royalty, revenue-sharing, or joint-venture structure.
The partner does not need to become a lithium developer, plant operator, refiner, or product marketer. Lithium Harvest remains responsible for the lithium production system.
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How is the platform designed to outperform traditional lithium supply?
Lithium Harvest is designed to address the speed, cost, capital, environmental, and execution constraints of conventional lithium development.
- Speed: Modular deployment targets project timelines of approximately 12-18 months, supported by accessible brines and existing infrastructure.
- Capital efficiency: Modeled capital intensity is approximately US$17,100 per tonne of annual LCE capacity, up to 73% below conventional benchmarks.
- Competitive cost: Modeled C1 operating cost is approximately US$3,647 per tonne of LCE, up to 48% below traditional mining benchmarks.
- Lower-impact production: The platform is designed to reduce land, freshwater, logistics, waste, and emissions exposure without mines or large evaporation ponds.
- Partner simplicity: Through DBOO, brine owners can participate in lithium value creation without becoming lithium developers or operators.
- Feedstock flexibility: Site-specific design supports both oilfield produced water and geothermal brines across varying operating conditions.
Lithium Harvest provides a complementary pathway designed to bring localized, lower-impact battery-grade lithium supply to market faster.
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How can the platform scale?
Lithium Harvest is not building its growth strategy around one geological asset or one large-scale project.
The platform is designed to scale through multiple modular facilities co-located with qualifying brine resources.
- Repeatable deployment: Standardized process architecture can reduce engineering and delivery complexity across future projects.
- Staged capital allocation: Capital can be deployed progressively as individual sites pass technical and commercial validation.
- Portfolio diversification: Multiple projects can reduce dependence on one resource, one operating partner, or one geography.
- Operating improvement: Data from each facility can improve process design, reliability, recovery, and cost performance across the wider platform.
- Commercial leverage: Customer qualification, operating history, and partner relationships can support future projects and commercialization.
- Expandable site potential: Suitable sites may support additional modules as brine access, market demand, and infrastructure capacity increase.
The result is a repeatable portfolio model built on operating capability, technical knowledge, infrastructure access, and commercial relationships.
Why the Model Is Different
| Conventional approach | Lithium Harvest model | Investor relevance |
|---|---|---|
| Develop a new mine or brine field | Targets qualifying brines already at the surface and in motion. | Can reduce exposure to long-cycle exploration, drilling, and greenfield resource development. |
| Sell or license a DLE unit | Integrates treatment, extraction, refining, operations, and commercialization. | Creates exposure to the complete production pathway rather than one equipment sale or licensing fee. |
| Depend on third-party operators and refiners | Designs, owns, and operates the production asset. | Retains operating data, process knowledge, commercial control, and greater participation in product value. |
| Require the resource owner to develop lithium capabilities | Lithium Harvest manages the lithium operation through DBOO. | Reduces the operational burden for partners and can support access to additional brine resources. |
| Concentrate risk in one megaproject | Scales through modular, co-located facilities across multiple sites. | Creates the potential for portfolio diversification, staged capital deployment, and repeatable growth. |
Technology and Validation
Built for real brines. Validated before scale-up.
Lithium recovery from produced water and geothermal brine is not a single-equipment challenge.
Real brines can contain hydrocarbons, solids, organics, scaling compounds, competing ions, and variable chemistry. Reliable production requires an integrated system designed around the specific brine and site.
Lithium Harvest combines:
- Integrated processing: Advanced water treatment, adsorption-based Direct Lithium Extraction, concentration, refining, automation, and process control.
- Site-specific validation: Laboratory testing, the Site Validation Unit, Digital Twin modeling, and commercial engineering based on actual brine and operating conditions.
- Evidence-led scale-up: Technical and economic assumptions are tested before significant capital is committed, strengthening project underwriting and reducing scale-up risk.
Lithium Harvest is not developing a standalone DLE unit. It is building an integrated, validated, and owner-operated production system designed to convert complex brines into consistent lithium compounds.
Explore Lithium Harvest in Action
Go deeper into the projects, impact, and company behind the Lithium Harvest platform.
Continue the Investor Conversation
Investors and strategic partners are welcome to contact Sune Mathiesen for further information and discussions about strategic investment in Lithium Harvest.
Learn more about the lithium market opportunity, our integrated brine-to-lithium platform, commercial model, project portfolio, growth strategy, financial outlook, and current investment opportunities.
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Sune Mathiesen
- Chairman & CEO
- +1 713 887 0751
- sma@lithiumharvest.com
Request the Investment Memorandum
Access the detailed investment case.
Qualified investors may request access to the confidential Lithium Harvest Investment Memorandum for detailed information on the market opportunity, platform, technology, projects, commercial model, growth strategy, financial outlook, risks, and current investment opportunity.
Access may be subject to company approval, investor qualification, and a non-disclosure agreement.
Important Information
The information on this page is provided for general informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any securities. Any offering will be made only through applicable definitive documents and in accordance with relevant securities laws.
Statements regarding Lithium Harvest’s strategy, projects, technology, market opportunity, and proposed NYSE listing may be forward-looking and subject to risks and uncertainties. Actual results may differ, and no assurance can be given that any project, milestone, financing, or listing will be completed as anticipated.
Prospective investors should conduct their own due diligence and consult their legal, tax, and financial advisers before making any investment decision.
Data and estimates
Market data reflects sources available as of 2025-2026. Company performance, timeline, capital, and cost figures are modeled estimates and may change as projects advance through validation, engineering, financing, permitting, and commercial development. Unless otherwise stated, monetary figures are presented in U.S. dollars.