SH last Sept...
One of the world’s foremost lithium market experts has made the bold call that the lithium market will never be oversupplied in his lifetime, saying an influx of high cost material to satisfy the demands of Chinese battery and electric vehicle makers has moved the cost curve higher than it’s ever been.
Delivering a keynote talk at the Vertical Events New World Metals Conference in Melbourne today, Global Lithium’s Joe Lowry — who has amassed a following of almost 25,000 people on the platform formerly known as Twitter with his frank and fearless commentary on the lithium industry — said prices could not return to levels that saw the industry routed between 2018 and 2020.
SH last Sept... One of the world’s foremost lithium market...
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