Just a few years ago, the biggest question facing lithium developers was whether demand would justify a wave of new supply. Today, as producers raise demand forecasts, battery storage booms and governments scramble to secure critical minerals, the debate has shifted to whether new supply can keep up.In this episode, Cornish Lithium founder and executive chairman Jeremy Wrathall joins Argus battery materials reporter Chris Welch to discuss the company's plans to supply up to 20,000 t/yr of battery-grade lithium from Cornwall, the challenges of permitting and financing projects in Europe, and why he believes secure domestic supply is a strategic priority. Key topics include:Cornish Lithium's path to commercial productionWhether the UK's 50,000 t/yr lithium target is realisticThe biggest barriers facing lithium projects in the UKWhy China remains central to the global lithium marketThe growing importance of supply-chain security and defense