Banter and General Comments, page-20895

“this supply will come back online in 2022 potentially smoothing out the lithium price increases“

Market balance forecasts (e.g. BMI) predict ongoing and worsening supply shortfall, which INCLUDES consideration of idle capacity and probable new projects.

In other words, the supply shortfall will most likely continue to worsen and pressure on pricing will not be eased (although it might on a very short-term basis, immediately when that extra supply kicks in, but it also needs to ramp, so the impact will be cushioned).

Strong and stronger prices for much much longer afaict.

Buckle up Galaxians (or is that “Oreos”?!)