Lithium supply is tighter than people think, prices to rebound strongly

The supply of lithium carbonate and lithium hydroxide battery minerals is tighter than people think, Jonathan Evans, president and CEO of Lithium Americas told Kitco News at the BMO Global Metals and Mining conference.
Some 300,000 tonnes of capacity has been removed from the market, setting up the possibility of a strong rebound in pricing, Evans said.

BMO 2020

BMO 2020
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