Lithium
Outlook to 2028, 16th Edition
Publication Date: 08/07/2019
Part of Roskill report:-
Although new capacity has been brought online at several operations, there have also been a number of set-backs. Recently there have been capital expenditure blowouts, delays in mine ramp ups and the bear market in the lithium equities has undoubtedly curtailed investment in greenfield projects. These developmental challenges, along with the changing cost profile of the industry, highlight the technical and financial hurdles involved with bringing such sizable volumes of new capacity online. We maintain the view that concerns about future refined lithium over-supply are poorly founded and expect the lithium market to enter a period of sustained supply deficit in the early 2020s.
https://roskill.com/market-report/lithium/
Good News & Bad News, page-628
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