These are the thoughts of various big house institutions.
They amount to a commentary rather than a forensic assessment of the actual state of play .
Yes supply and demand is the law we are concerned with but what is influencing and manipulating this law and subsequently pricing needs to be considered .
So far no one is commenting on this aspect regularly or at all .
I would be happy to see a big house provide some valuable insight on actual production ( supply ) v demand ( uptake by EV and ESS ) and swing supply ( quantity ) used by integrated battery manufacturers .
How fine is this balance and how does it correspond to pricing and how long will it last .
This is what we all want to know but so far no one is researching or commenting on this .
Isn’t it time the big house consultancy firms and banks earn their money by providing real information !
Li-related News/Articles/Reports, page-8922
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