Macquarie said this year’s deficit would be a modest 2900t, rising to 20,200t next year and then up 61,000t in 2023.Credit Suisse’s deficit estimate closely follow those of Macquarie but it stretched its forecasts out into 2024 and 2025 when the lithium deficit is forecast to be 117,000t and 248,000t respectively.
Demand versus Supply, page-2
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