Is Vulcan Energy Europe’s Most Important Lithium Project?

Is Vulcan Energy Europe’s Most Important Lithium Project?

In this TechEyeSpy deep dive, we analyse Vulcan Energy Resources, the company working to produce Europe’s first commercial supply of low carbon lithium through geothermal brines in Germany’s Upper Rhine Valley. This episode breaks down what Vulcan is really building, why it matters to Europe’s battery future, and how the company fits into the wider geopolitical and industrial landscape surrounding EV manufacturing, domestic supply chains and clean energy.

Vulcan has slipped out of the headlines in recent years, but the underlying project remains one of the most ambitious in the global lithium sector. This episode examines the strengths they can leverage, the weaknesses they must overcome, the opportunities created by Europe’s policy direction and supply chain needs, and the external threats that could shape their future.

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Chapters
00:00–02:52 Introduction
02:53–06:50 Strengths
06:51–11:18 Weaknesses
11:19–15:53 Opportunities
15:54–20:39 Threats
20:40–23:25 Conclusion

References

All references below are from primary company filings, official releases, regulatory documents, and recognised news or government sources.

Vulcan Energy Resources Ltd (2024) Zero Carbon Lithium Project Overview. Vulcan Energy Resources. Available at: https://vulcanenergyresources.com
(Accessed: 8 December 2025).

Vulcan Energy Resources Ltd (2024) ASX Announcements and Investor Presentations. Australian Securities Exchange. Available at: https://www2.asx.com.au
(Accessed: 8 December 2025).

German Federal Ministry for Economic Affairs and Climate Action (2023) Geothermal Energy in Germany: Market and Regulatory Framework. German Government Publications. Available at: https://bmwk.de
(Accessed: 8 December 2025).

European Commission (2023) Critical Raw Materials Act: Proposal and Implications for EU Industry. European Union. Available at: https://ec.europa.eu
(Accessed: 8 December 2025).

European Battery Alliance (2024) EU Lithium Supply Chain Assessment. EBA Reports. Available at: https://www.eba250.com
(Accessed: 8 December 2025).

Automotive Cells Company (ACC) (2024) Battery Production Requirements and Raw Materials Roadmap. ACC Press Materials. Available at: https://www.acc-emotion.com
(Accessed: 8 December 2025).

Stellantis N.V. (2022) Stellantis and Vulcan Energy: Binding Lithium Hydroxide Offtake Agreement. Stellantis Pressroom. Available at: https://www.media.stellantis.com
(Accessed: 8 December 2025).

German Geological Survey (BGR) (2022) Lithium-bearing Geothermal Brines of the Upper Rhine Graben. BGR Research Notes. Available at: https://www.bgr.bund.de
(Accessed: 8 December 2025).

International Energy Agency (IEA) (2024) Global Critical Minerals Outlook 2024. IEA Publications. Available at: https://www.iea.org
(Accessed: 8 December 2025).

Reuters (2024) ‘Europe pushes for domestic lithium supply as EV demand shifts’, Reuters News Service, 12 June. Available at: https://www.reuters.com
(Accessed: 8 December 2025).

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