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It has been a challenging month for lithium producers with lower
material prices continuing to impact expansion plans. Longer term,
lithium demand forecasts remain positive, but we are seeing
continued declines in Chinese EV demand in response to subsidy
adjustments made in June.
As if oversupply and potential declining demand in the face of
contracting global expansion were not enough, Argentinian producers
will now face capital controls on foreign currency and dividend
distributions outside of the country.
Listen to podcast
In this podcast, we cover the current:
Economic Outlook
Demand and Supply Trends
If you're ahead of the market, you can navigate this complex
industry and mitigate your risk.
