Allkem General Discussion, page-3513

In the meantime, not only investment banks are predicting a lithium surplus in the coming years. Caspar Rawles of Benchmark Minerals Intelligence has also expressed this opinion.

"A global market deficit is expected for 2023 as a whole, but surpluses are likely from next year, rising to 145,693 tonnes by 2027, before sinking into a deficit again from 2029, said Caspar Rawles at Benchmark Mineral Intelligence."There will be a few years when there should be enough supply, and that's a function of some of the investments that have happened in the last few years," he said." https://www.reuters.com/markets/commodities/lithium-prices-bounce-after-big-plunge-surpluses-loom-2023-04-28/

From my point of view, the share prices of the lithium producers will not increase as much as many had hoped. Production costs compared to competitors are now also important. But I don't think you have to worry about that with Allkem.