Alkemy Capital (ALK LN) wholly owns the Tees Valley Lithium (TVL) lithium conversion project in the North of England. The European lithium-ion battery manufacturing industry has grown from a standing start to 106GWh in 2022 and is projected to increase to 789GWh by 2030 and is currently entirely dependent on imports. Conversion and refining forms a vital part of the lithium supply chain, however, and 95% of global capacity is located in China. Aside from the geopolitical implications, battery ....