Lyten has reportedly examined Northvolt's operational equipment and plans to potentially ship some of it to California for the production of lithium sulfur batteries. This development comes amid growing demand for batteries, particularly those manufactured outside Chinese supply chains. The lithium market is currently experiencing heightened speculative activity, contributing to a rally in lithium prices. Key raw materials such as lithium, uranium, titanium, rare earth elements, and polymetallics are increasingly influencing global geopolitics. The United States aims to become a leader in producing critical raw materials, a goal that requires sustained private and public investment over several decades.