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Podcast: July Lithium Market Outlook

18 July 2019 Nick Kovics

As we reach the midpoint of the year, lithium prices remain depressed and market consensus has shifted to over-supply. Despite this, our demand forecasts remain positive. Whether this period of oversupply is a short trough or an extended valley is going to depend on the bigger economic picture as right now EV sales are still growing while overall auto sales are contracting. If the global economy contracts, EV's will likely not be able to continue to buck the trend.

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In this podcast, we cover:

  • Economic Outlook
  • Demand and Supply Trends

The IHS Markit Global Lithium and Battery Materials Service is an integrated solution for the lithium and battery materials industry and associated downstream applications based on our world leading coverage of energy, chemicals, and the automotive sectors. The Lithium and Battery Materials monthly market analysis includes supply/demand balances, price indices, global trade outlooks, forecasts, and insight into the current market situation.

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