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Lithium’s next big risk is grand supply plans falling short
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Rampant lithium demand has caught many forecasters by surprise, with booming global EV sales causing consumption to double over the past two years. With suppliers unable to keep pace, a blistering price rally sent the total spot value of lithium consumption rocketing to about $35 billion in 2022, up from $3-billion in 2020, according to Bloomberg calculations.
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Weeklikse Landbou oorsig met Prof Johan Willemse 16/05/2024
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