Lithium Supply Tightens as Low Prices Stall New Projects
Lithium supply is tightening due to stalled investment in new projects, potentially leading to a global deficit starting this year and lasting until 2035. Despite lithium's abundance, low prices over the past year have discouraged investment, with prices dropping 80% in the 12 months to mid-2025. This has led to production halts and project delays in key regions like Australia and China.
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Topics: electric vehicles investment trends lithium supply market deficit