Lithium: Calm Before The Next Upsurge
Lithium prices have collapsed by nearly 90% from the late-2022 peak.
How will lithium markets evolve from here?
In this report, we explore the cyclical and structural outlook for supply, demand, and prices.
We conclude that prices are likely to remain contained over the coming 12 to 18 months before facing upside pressure later this decade.
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BCA Research | Commodity & Energy Strategy
Top-down global-macro framework with bottom-up fundamental analysis of major commodities.
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