Large lithium producers tread a well-worn path
As market concerns continue about lithium oversupply, it's worth noting that the largest expansion announcements are coming from the largest producers. This shouldn’t be a surprise, given that the world’s largest producers have got lots of experience and deep pockets. But, are the shear sizes of the announced expansions in danger of killing the golden lithium goose? And what is likely to be the outcome for mid-tier and emerging lithium producers? We think that the history of the iron ore market should provide some pointers for how the lithium market may turn out... For more, see Battery Materials Review Issue 5...