Why the (Morgan Stanley) lithium bear case is wrong
https://www.outsiderclub.com/why-the-lithium-bear-case-is-wrong/2701
While many have come out in opposition of Morgan Stanley’s position, the most credentialed is probably Simon Moores, CEO of Benchmark Mineral Intelligence, a London-based consultancy that monitors lithium prices globally.
According to Simon:
"Don’t usually comment on forecasts but the Morgan Stanley lithium one is ridiculous. When you understand even the basics of lithium, cathode and battery plants, and auto majors plans you realise the Morgan Stanley scenario has a 1 percent chance of happening."
http://www.elmercurio.com/Inversion...ado-sobre-el-futuro-del-precio-del-litio.aspx
Lithium Demand surge, page-19
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