Latest report from Macquarie Research on their lithium outlook...
Lithium Market Outlook - Electrifying demand
Key points:
*Incorporating our bullish outlook for global electric-vehicle demand has transformed the outlook for the lithium market.
*We expect limitations on the likely supply response to see the market shift to a deficit in 2022, with significant shortages emerging from 2025.
*We now expect lithium prices to rise to and remain at incentive levels and upgrade our price forecasts by ~30-100% for CY21-CY25.
https://t.co/T8ebXmvnmr?amp=1
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