LITHIUM SUPPLY/DEMAND PROJECTIONS 2015 & Beyond. Please advise whether You or the Collective have some figures/feedback on the above subject? Thanks, and regards

Eoin Treacy's view

Thank you for this question which the Collective may have some additional input on. What is clear from a brief perusal of the shares in the lithium miners section of the Chart Library is that there are some clear winners and losers. This suggests that the more efficient producers are prospering and those with a longer lead time to production are struggling. We might also conclude that supply is ample at this stage.

Tesla and Panasonic’s lithium battery gigafactory joint venture could be a mixed blessing for the lithium sector. On the one hand it will increase demand for the raw material as production scales up. However the economies of scale achieved will also put pressure on higher cost producers which could remove supply. The weak crude oil price environment has also removed some of the impetus from the investment case for supporting lithium batteries for automobiles but is unlikely to change the outlook for mobile devices.
 
If subscribers have any additional data on the sector I am sure it would be of interest to the Collective.