Lithium: Who’s right and who’s wrong on the price outlook?
It’s fair to say that in a 20+ year career of material strategy and price forecasting I’ve never seen as large a variance in both the near- and long-term as I have seen on price forecasts for lithium. A number of large investment banks are extremely bearish on the outlook for lithium prices, suggesting that they will go back nearly to where they came from in 2020, while industry specialists are much more bullish, with one producer suggesting to me a few weeks ago that prices would go back to US$80/kg. The small size of the lithium market and its...
Topics
Brine
Hard rock
Integrated
Lepidolite
Lithium
Lithium Carbonate
Lithium Hydroxide
Lithium prices
Marginal Cost
Outlook
Spodumene
