SQM predicts lithium demand in 2019 will be at least 50% higher than in 2017 (27% growth in 2018, at least 20% growth in 2019).
But SQM production in 2019 will be lower than in 2017.
Remember that part of the Morgan Stanley over supply thesis was that SQM would swamp the market to force prices down to just above production costs to prevent new entrants from gaining market share, as they had done previously with iodine.
That thesis doesn't appear to be playing out so well.
re:Lithium demand surge, page-1557
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