Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
Filter by Categories
Asset Allocation
Data update
Development News
Equity markets
Exploration News
Features
Finance/M&A
News & Views
products
Sponsored
The Drill Bit
The Future
Trade & Demand
Uncategorised

News

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...

Login to read full article


Topics

Cost curve EVs Graphite Lepidolite Lithium Nickel Supply/Demand