Post by
LithiumNPV on Aug 24, 2020 8:37am
Roskill
"According to Roskill, in the short-term, continued strong demand growth is expected to form a tight market by the mid-2020s. This state of affairs is expected to support lithium prices and incentivize the commissioning of new lithium production."
This agrees with what I have been saying all along that we will not come into balance until mid-2020s.
Therefore, I continue not to look for a bottom in SP until 2022-2023.