Research
FORUM TRANSCRIPT

Lithium Value Chain – Demand Growth & Supply Chain Bottlenecks

  • Public Equity
  • Materials
  • Europe
PREMIUM

Specialist

Former senior executive at Benchmark Mineral Intelligence Ltd

Agenda

  • Lithium supply overview, areas of constraint and growth opportunities
  • Technology innovations such as DLE (direct lithium extraction)
  • Demand pressures, including EV usage and impact of auto OEM contracts on commercialisation
  • Access dynamics across miners, battery material manufacturers, cell manufacturers and auto OEMs
  • H2 2022 outlook, highlighting supply-demand expectations and production across Chile, Bolivia, Argentina, Australia and China

Questions

Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 25,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited