Food for thought - "... perpetual lithium deficit..."
https://www.livewiremarkets.com/wires/talk-of-perpetual-lithium-deficit-sends-new-energy-bulls-into-a-buckin-frenzy
It’s a question that Macquarie’s equity desk addressed this week. It came up with a stunning answer – the lithium market is in perpetual deficit.When was the last time a commodity was described to be facing a "perpetual deficit"? Has it ever been the case?Naturally enough, a view on a perpetual deficit scenario affects price expectations. So, there is no surprise Macquarie has upgraded its lithium price outlook.
From Link above
- Forums
- ASX - By Stock
- AVZ
- Understanding lithium demand
Understanding lithium demand, page-1400
-
-
- There are more pages in this discussion • 191 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)