There is lots of talk about destocking, and oversupply - but talk only, no figures.
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Here are some figures from Morgan Stanley about the expected future supply and demand for lithium with an imbalance to the supply side which explains the lithium price going down.2023.
Monthly battery cathode production by type in China. Source: SMM, Baiinfo, Morgan Stanley Research
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There is lots of talk about destocking, and oversupply - but...
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