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Podcast: October Lithium Market Outlook

21 October 2019 Nick Kovics

Taking a step back and observing the market at a high level one could almost see lithium acting like a conventional commodity chemical. The typical commodity cycle is oversupply leads to price declines, consolidation, and then rationalization. I say almost as we have oversupply, price declines, consolidation but not rationalization, in fact, we expect the opposite to occur. With the current consolidation we are seeing, high quality assets that are struggling with finances are being acquired or invested in by more established better funded market participants.

We believe that this consolidation by established market participants will lead to a more disciplined market where expansions will continue as needed rather than in a race to be first leading to less volatility in pricing as oversupply and shortages become less severe.

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If you're ahead of the market, you can navigate this complex industry and mitigate your risk. Gain transparency into the lithium market with IHS Markit Global Lithium and Battery Materials Service's 5-year price forecasts and 10-year supply/demand forecasts.

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