LITHIUM CONF: Lithium demand could outpace supply due to low prices, few projects

By IM Staff
Published: Thursday, 13 June 2019

Global lithium demand could outpace supply in the coming years, with the number of new projects expected to fall short of expected consumption amid doubts on capital availability and low prices, market participants said on Tuesday June 11 at Fastmarkets’ 11th Lithium Supply and Markets Conference.

Still, major companies in Chile and Australia seem to be best positioned to increase capacity. As a result, new supply could come from low-cost producers rather than marginal cost producers.

"The market seems to be in capital starvation. The question is if it is so deep that supply won’t be as great as...