Global demand for lithium and other materials used in electric vehicle batteries, consumer electronics and myriad other applications is rapidly increasing. And as demand for those commodities grows, so do prices. An orderly energy transition from fossil fuels to cleaner energy resources will require a steadily rising supply of critical metals to keep pace with demand and keep prices at affordable levels.

S&P Global Commodity Insights writers Jared Anderson and Nick Lazzaro speak with EnergyX CEO Teague Egan about the tech company’s plans to increase lithium supplies with an innovative extraction technology that could also be used to increase lithium-ion battery performance. They also sit down with S&P Global low carbon transportation analyst David Capati to discuss supply, demand and pricing dynamics unfolding within these metals markets.

This Future Energy podcast was produced by Jennifer Pedrick in Houston.