Insight
Lithium client presentation - Q3 2025
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Report summary
The challenges of the lithium market continue, with supply growth continuing to outpace demand growth, with little curtailment. Where are prices from a historic perspective? Where are prices relative to the cost curves, and what type of assets are operating at low or negative margins? This presentation highlights where the supply has come from, what the raw material is, what is produced and what the market situation is as a result.
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