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Despite potential storm clouds on the horizon from a
macro-economic perspective demand trends continue to be buoyant for
lithium chemicals. Supply has responded to increased demand, but
perhaps over-responsive, at least in the eyes of shareholders. The
major producers are lowering short-term production forecasts and
delaying expansions while others are positioning to enter the
market and acquiring assets.
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.
Posted 28 June 2019 by Nick Kovics, Executive Director, Global Chlor-alkali, IHS Markit