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Updating our supply/demand forecasts; still see lithium deficit

Posted on - 05 Aug 2022

Category - Features

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...

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Cost curve EVs Graphite Lepidolite Lithium Nickel Supply/Demand