Lithium’s ‘traditional’ markets and their price buffer role

By Josie Shillito
Published: Friday, 20 March 2015

Attention to lithium’s traditional applications in ceramics and glass has been usurped by a focus on the energy storage market. However, non-energy storage uses like greases and ceramics continue to take up at least two thirds of worldwide lithium production. Josie Shillito examines how this may change as demand for lithium in energy storage grows.

Cobre Montana’s February 2015 investor presentation did not mention them. In FMC’s 2014 full year earnings report, there was no trace. Even Chile’s Sociedad Quimica y Minera (SQM), the world’s largest producer of lithium, made no specific comment in either its 2014 earnings statement or accompanying conference call....

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