Updating our supply/demand forecasts; still see lithium deficit
Now that the dust has settled on some of the lithium downgrades, as well as CQ2/22 production reports, we’ve taken the opportunity to look at our lithium supply forecasts in more detail, raising them in the medium-term. That has a substantial impact on our expected EV sales forecasts and we’ve raised them as well. That then flows into some changes in our materials supply/demand balances. As readers will remember, we have two EV sales forecasts; one that is unconstrained by raw materials availability and one that is constrained. Even with our changes to our lithium production forecasts, we still have...
Topics
Cost curve
EVs
Graphite
Lepidolite
Lithium
Nickel
Supply/Demand