Ken Brinsden Sounds Alarm on Underestimated Lithium Demand

Patriot Battery Metals CEO Ken Brinsden warns that real-world lithium demand is far outpacing conservative forecasts, calling for a major recalibration as Corvette and CV13 reshape the critical minerals landscape.

Editorial Team (ET)August 8, 2025

When Ken Brinsden speaks, the lithium world listens. At the Diggers and Dealers conference in Kalgoorlie, the Patriot Battery Metals CEO issued a stark warning: lithium demand forecasts are falling dangerously behind reality. For an industry that underpins the clean energy transition, such complacency could be costly. Brinsden, who previously helped turn Pilbara Minerals into a major player, isn’t new to spotting when the market is getting it wrong. And this time, he says, the analysts are underestimating lithium’s trajectory—again.

He drew a sharp parallel to the solar sector, where forecasts consistently fell short of actual adoption. Year after year, projections were revised upward and still couldn’t keep pace. Now, Brinsden believes the same mistake is being repeated in the battery world. Analysts are calling for 20 percent growth in lithium demand by 2025, but the real-world numbers are already eclipsing that. Electric vehicle sales in the June quarter jumped 28 percent. Even more startling, stationary energy storage grew by more than 50 percent. That segment, according to Brinsden, may eventually outpace EVs. And while the world fixates on Teslas and BYDs, he argues that grid-scale battery storage will be the real game changer, keeping our lights on as we shift from fossil fuels to renewables.

He doesn’t mince words. “We are definitely being too cautious on demand,” he said, urging the industry to stop relying on outdated models and start accepting what’s unfolding in real time. The data is clear. The growth isn’t slowing. It’s accelerating.

At the heart of Patriot’s strategy is the Corvette project, part of the Shaakichiuwaanaan property in Quebec’s James Bay region. It’s a remote location, but Brinsden sees it as a crown jewel of the lithium world. The CV5 deposit is shaping up to be one of the largest and highest-grade hard rock lithium resources globally. He even compares it favorably to Greenbushes, the legendary Australian mine that sets the global benchmark. With 25 million tonnes at 2 percent lithia post-dilution, CV5 is punching well above its weight. Greenbushes, in comparison, runs at about 1.8 percent. Brinsden’s confidence is backed by the numbers, and the lithium-only feasibility study for CV5 is due this quarter. Early whispers suggest it could be a defining moment for North American lithium.

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