What might be mist relevant from that is that the Chinese or global lithium price might not be the most important factor for us. Lack of US lithium supply might be far more important.
"While that could point to a global lithium surplus next year, shortages could start to plague supply chains in 2028. "In the next couple of years, though the lithium supply may stay adequate at a world-level, regional supply imbalance is still inevitable," Zou added, noting regional mining and processing capacities in the U.S. and Europe might not be able to keep up with demand for EV batteries."
