Global lithium strategic planning outlook Q1 2024 Report

Commodity Market Report 29 March 2024

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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.