https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/metals/121923-us-canada-lithium-prospects-hope-to-advance-in-2024-despite-headwinds
https://tradingeconomics.com/commodity/lithiumThe slowdown in electric vehicle sales in China limited lithium demand for battery manufacturers, driving factories to skip their typical restocking season. Instead, firms took advantage of high inventories following the supply glut caused by extensive subsidies from Beijing throughout 2022. The developments drove key market players to forecast the next lithium deficit to return only in 2028, an aggressive twist from speculations of persistent shortfalls that lifted lithium prices to CNY 600,000 in November 2022.
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