The introduction of new supply has seen a gradual correction in the lithium market over the past 18 months, but despite the majority of new chemical projects being slow to deliver, share prices and investor sentiment remain tied to short-term price trends rather than underlying market fundamentals.
With capital markets failing to confront the growing prospect of major supply deficits as the electric vehicle (EV) revolution gathers pace, Benchmark Minerals addresses a deceptive narrative that has engulfed the market and asks how the industry can create a more reflective price mechanism.
The unsustainability of lithium’s record high . . .
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