Supply Chain: Upstream and Midstream
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Latest Trends in the Lithium Industry
Investors flee while producers hold firm: miners still committing cash to projects
Supply curtailments ongoing for certain mines and refineries, but not yet balanced the market
M&A has slowed this year; company valuations rise on bullish expectations
Government intervention is driving market volatility (China, USA, Zimbabwe)
China has domestic lithium supply reform in its sights: two major mines forced to close
Secondary lithium from recycling is already acting as a source of swing supply
China’s capacity expansions pipeline puts it on its way to become largest producer
Chinese companies are heavily investing in Argentina and Africa
Demand is emerging for lithium intermediates – sulphate and chloride – for high-end LFP processes
BESS demand fuels bullishness, but value chain is overreacting to perceived demand
CAM output has surged, and with it, lithium chemical consumption
CAM and Li refining capacity is expanding outside China, e.g. Southeast Asia
Source: Content & analysis provided by CRU Group (Distinguished Partner). For more information, visit crugroup.com
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