WEF 2002: The world might face lithium shortages by 2025, the Worldwide Power Company (IEA) says, whereas Credit score Suisse thinks demand might treble between 2020 and 2025, that means “provide could be stretched”.
Reuters 2023: Lithium producers are rising anxious that delays in mine allowing, staffing shortages and inflation might hinder their skill to produce sufficient of the battery metallic to fulfill the world’s aggressive electrification timelines.
GEP 2023: Lithium faces provide shortages because of previous underinvestment amid surging electrical automobile demand.
This listing might simply be prolonged. In distinction right here from Nat Bullard’s presentation is information on battery costs per kilowatt-hour. Observe that just about all the above could be very short-term extrapolation from the value improve in 2022. As Tyler says, don’t underrate the elasticity of provide.
However I haven’t but given you my favourite headline on this subject, an all-time basic:
Lithium Value Crash May Set off Shortages From 2025
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