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Re: Rob~daBanca post# 3380

Sunday, 09/23/2018 1:57:02 PM

Sunday, September 23, 2018 1:57:02 PM

Post# of 3556
Mr Lithium Joe Lowry (via LinkedIn) significantly raising his lithium demand forecast to "~800K MT LCE in 2025."
Simon Moores stating: We're in the midst of a global battery arms race. Speaking about lithium-ion battery megafactories, Moores said Benchmark Mineral Intelligence was only tracking 25 megafactories this time last year. That number is now above 40."
Benchmark Minerals June Research Note - Benchmark see the lithium market demand v supply as - "The timing of new supply ramp-ups and battery adoption rates may see the market fluctuate around under/oversupply over the coming years but at Benchmark we expect the market to remain finely balanced."
Mining News reported: "Indian State-owned firms mandated to acquire overseas lithium and cobalt assets."

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