Supreme Court Validates 2022 Lithium Reform

Mexico’s Supreme Court validated the 2022 Mining Law reform reserving lithium exploration, exploitation, and processing exclusively to the state, settling a constitutional challenge and consolidating the legal framework under which LitioMx operates, a ruling with direct implications for private mining companies, foreign investors and the energy transition supply chain. The decision reinforces state control at a moment when global lithium demand is accelerating, with consumption projected to rise 13.5% to 1.48Mt LCE in 2026, yet LitioMx’s 2026 budget of MX$13.9 million (US$805,000) covers only operational costs, leaving Mexico structurally behind Chile, Bolivia and Australia in…

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