Just did my own research on Roskill...Turns out it contradicts Wayne Ker's AFR release just the other day....
Wayne-oops meant Peter alleges "Experts" predicted a slow down or flat price for lithium as production increase's. But Roskills report alleges growth into 2026...? Don't believe a pimply faced reporter with no real experience other than writing... Hell...Barney could write columns in AFR!
"Roskill is expecting this growth to continue to 2026, as EVs begin to compete on price with traditional gasoline/diesel models without incentives, and increased market penetration. By 2026, the transportation market for Li-ion batteries could reach over 1TWh—a 40% increase over 2026. Production of energy storage systems (ESS) is also predicted to grow at a similar rate, but could be faster if costs fall and the up-take of renewable energy rises."
https://roskill.com/market-report/lithium/
Just did my own research on Roskill...Turns out it contradicts...
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