'LIB raw material supply chain bottlenecks: looking beyond supply/demand/price' - (PPT)

摘要

Mid-2000s to early-2010s commodity super-cycle largely China and western debt fuelled. Fall-out (debt crisis, China slowdown, overcapacity) well underway and possibly has hit the bottom for key LIB raw materials. End-2015 into 2016 price jump for lithium first impact of surging LIB market impact on raw materials (albeit some producer influence).