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Lithium deficit lingers, but supply is picking up pace: RFC

The expected lithium supply deficit for 2030 may not be as large as widely forecast as investors, governments, battery producers, and original equipment manufacturers are stepping up to encourage new supply, resources advisor RFC Ambrian said.

Nathan Richardson
Bolivia's Uyuni

Bolivia's Uyuni

RFC places the market consensus forecast deficit at 784,000t for 2030, with consensus demand and supply of 2.92Mt and 2.16Mt, respectively. "This is a large deficit relative to the market size and suggests...

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