RE:Lithium Miner Forecast looks good for AMYSorry I missed the important part (that was 3 months back). Here is what I wanted to highlight from the article:
On January 6, the Financial Times reported: "Analysts at Morningstar expect (total) lithium demand to rise 16 per cent a year from 175,000 tonnes in 2015 to 775ktpa by 2025 - the fastest of any significant commodity over the past century." They also forecast "a supply shortfall of 100,000 tonnes of lithium by 2025.'
My updated view is that we will see 30% EV market share by 2025, and total lithium carbonate demand will be closer to 1,900ktpa by then, more than double the above Morningstar 2025 forecast.