Skills shortage to restrict battery materials supply growth
On last month’s Recharge podcast Suzanne Shaw, Roskill’s graphite analyst, suggested that graphite demand was going to conservatively increase at a CAGR of 19% over the next several years and could grow by as much as 25-30% per annum. Similar figures have been mooted for lithium, with several forecasters calling for demand growth in excess of 20% pa for over 10 years. On the face of it, this sounds brilliant, but you have to wonder if it’s actually attainable? These sort of numbers sound like the ones we were hearing for bulk materials and base metals at the beginning of...
Topics
Cobalt
Galaxy Resources
Graphite
Lithium
Mali Lithium
Nemaska Lithium
Orocobre
Recharge
Roskill
Skills shortage
Syrah Resources
