Lithium market still tight, despite price falls

摘要

Following a roundtable with more than 40 global investors, Morgan Stanley said investors were "incrementally bearish lithium" but mostly bullish on supply and demand issues, "arguing room for positive surprises in a market that has reduced expectations following recent price falls". Benchmark Mineral Intelligence senior pricing analyst Daisy Jennings-Gray noted there had been downward pressure on pricing, with Chinese prices falling since December.