...understand the change in the lithium industry demand-supply dynamics.
...furthermore the two largest consumers are Chinese and have their own lithium mines.
...the tables have tilted favoring consumers over suppliers.
Lithium Industry Evolution: from an Oligopoly to a Monopsony
Whereas in 2010, the world´s two largest producers supplied 68% of the global lithium market, by 2024 their share has shrank to 33%.... and decreasing.
On the demand side, in 2010 the world´s two largest consumers accounted for around5% of global demand. By 2024 their share has grown to 36%... and increasing. With this large market share, the capability to control market dynamics is huge…
https://x.com/D_Jimenez_Sch/status/1826764848837132506
EV/Lithium, page-1012
-
- There are more pages in this discussion • 276 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)