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The benefit that Lithium has over other commodities is the fact that much of the demand is legislated - that is, the push for a green economy and the gradual removal of ICEs. It's also supported by a demographic change that recognises the importance of environmental conservation.

To date, much of the demand is driven by China as a lithium processor, although that will change as Western nations seek to diversify their input sources. This is a risk inherent to the lithium trade.

If China enters recession, Lithium processing will probably take a hit (as has iron ore) ergo fall in prices as miners flood a shrinking group of processors.

In fact, many of the lithium processors have purchased significant stakes in lithium miners.

The other risk is the technology shift. Lithium's value is in the production of batteries. There are other technologies out there, which although experimental, may one day usurp lithium as the green metal.