Commodity Market Report
Global lithium strategic planning outlook Q1 2024
Report summary
The lithium market continues to evolve at a breakneck speed. Our latest long term outlook includes updated supply forecasts based on announcements of current production level, expansion and curtailments and our internal assessments for future production. Our outlook for lithium demand is updated based on macroeconomic drivers, our electric vehicle outlook, battery size and cathode chemistries. Our price forecast for lithium reflects the impact of the looming surplus.
Table of contents
- Market outlook and prices
- Lithium demand
- Lithium supply
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