Lithium Still Wins – Part One
March 28, 2020
Lithium market expert Joe Lowry provides a perceptive piece on the lithium market in 2020-03, amid the Covid-19 global crisis. His view is decidedly optimistic. Lithium supply expansion is slow to materialize due to government regulation and social restrictions in Chile and Argentina; and because Tainqi, China’s second largest lithium processor, is in financial trouble. Yet the EV lithium ion battery market continues to expand systematically. He predicts a significant price increase in the next two years: