LITHIUM 2021: Industry can learn from E&P mistakes

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Published: Tuesday, 21 September 2021

Given the impetus to grow lithium supply, the industry could learn from mistakes made by oil and gas companies during the United States’ energy independence journey, a Cowen analyst said during Fastmarkets' Lithium Supply & Markets conference 2021 in Las Vegas.

"There are significant similarities with pre-shale oil," David Deckelbaum, managing director - sustainability and energy transition, said on Tuesday September 21.

There could be a 20-35% supply shortfall in the lithium market by 2025, meaning similar steps will need to be taken to those in making the US energy independent, Deckelbaum...