Lithium Glut Fears Tempered by Optimism Over Surging Demand
- Morgan Stanley has cautioned excess supply may loom in 2019
- New transport uses will add to demand from electric vehicles
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Warnings of a lithium glut may be premature.
For one thing, doomsayers assume all the lithium in brine or hard rock deposits will get processed, but that’s not the case, said Jay Roberge, partner and managing director at Tehama Capital Corp., a Vancouver-based merchant bank.