Low prices, projects deficit threatens lithium supply

摘要

Projected output from a pipeline of new lithium operations worldwide may not be enough to satisfy soaring demand, delegates heard at Fastmarkets' 11th Lithium Supply and Markets Conference in Santiago in June. Major companies in Chile and Australia appear best positioned to increase capacity, with most new supply likely come from low-cost producers rather than marginal projects, while low lithium prices acr as a drag on development capital and debt availability.