...Goldman does not see a supply deficit for years... instead it shows that most of lithium demand would originate from China with Chinese and African supplies ramping higher ahead.
...also the forecast does not seem to include large productions coming out of Lithium America in 2026.
...Lithium price could remain in winter hibernation longer than we think.
What's going on with #Lithium production in China? #Lepidolite mines may come offline, but could #brine offset those cuts? Albeit temporarily?
Goldman Sachs estimates 385kt LCE supply out of China alone for 2024
