Lithium's Adolescence
- Adam Strydom
- Jan 18, 2024
- 1 min read
The short-term cycle in lithium is, and will continue to be, volatile, but the longer-term challenge is to build an industry of fundamentally different scale than its current form that should underpin long-term lithium prices. Edison Group estimate that over US$50bn of investment will be needed to boost supply to 4–5x current levels by 2030.
コメント