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Industry more bullish on lithium than analysts

Posted on - 09 Feb 2023

Category - Features

We’ve highlighted a lot in recent months and years the significant potential of the lithium market to grow and the structural shortage that we see emerging in lithium over the long term. As readers will know, we are robust proponents of stronger for longer pricing in lithium (and other battery materials). However, there are many who are not, and most of those seem to be equity and commodity analysts at bulge bracket investment banks. For the most part we find the “analysis” that they present overly simplistic on what is a highly complex sector and they regularly overstate both the...

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