Interview with William Adams from Fastmarkets. He sees a deficit of Li in 2023 and 2024.
Besides EV demand, you have Energy Storage Sector (ESS) demand growing too, with delays in supply coming online.
In another Fastmarkets article, there'll be new spodumene supply coming from Zimbabwe, but customers are concerned about purity, reliability of business relationships, and logistical issues with African supply.
https://www.google.com/amp/s/investingnews.com/amp/william-adams-lithium-market-forecast-2662266676
Banter and general comments, page-28908
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