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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.
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.
