SQM seem to be struggling with their production which will undoubtably lead to a massive over supply issue....NOT.
https://www.linkedin.com/feed/update/urn:li:activity:6471337400919564288
Where are all the battery manufacturers going to source product....I'm starting to think there may well be a bit of a squeeze on pricing as the moment of realisation comes upon end users that there may not actually be enough product to go around.
Can't help but think the MIN/ALB deal is going to be the first of many.
How many billions is the car/truck/bus/scooter industry sinking into lithium?? Must be well north of 100 billion by now and that has to start to flow through.
re:Lithium demand surge, page-775
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