Fastmarkets, an industry-leading cross-commodity price-reporting agency (PRA), launches region-specific lithium price assessments for western markets to increase price transparency ahead of significant growth in electric vehicle (EV) demand. Fastmarkets forecasts a significant growth in demand for lithium in the US of 487% to almost 412,000 tonnes of lithium carbonate equivalent by 2030.
https://www.fastmarkets.com/insights/us-lithium-demand-to-grow-fastmarkets-provide-regional-price-transparency/
Not sure if I would bank my life savings on this information but I only see up for the region and CRR. Caution and DAYOR obviously.
Whole read goes over some more of the reasons and forecasts.
Keen to see this upgrade. I think we will see a round of drills, maybe two. Either swell at mavis and tot or just mavis. Seems they forwent the ice drilling through the lake, unless they haven't received the results back yet due to slow turn around![]()
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Anyway interesting few months ahead, could be make or break.
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