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Lithium boom 2.0 drives $4b merger, supply push – The Australian Financial Review

This year’s lithium price boom will prove more “durable” than the last and can withstand an “acceleration” of new lithium supply, according to the two Australian…

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Demand for lithium is increasingly being driven by the manufacturers of modern batteries for use in a range of devices, but particularly electric vehicles.
The addition of new supply is a sensitive topic in the lithium industry after a surge in Australian mine output in 2017 and 2018 far exceeded global demand and killed the four-year lithium boom that had raged since 2014.
Europe is outpacing China in growth and in gross numbers of tonnage of lithium, and North America is just emerging, so you…

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