The number of warnings for new commodity shortages amid the energy transitions has just grown by two: Macquarie Bank and Credit Suisse recently warned investment clients that the supply of lithium will remain tight for the observable future, pushing prices higher continuously. Such warnings are hardly a surprise as barely a day goes by without a buoyant story or two about surging EV sales, even if the surge is the only forecast for now.
Yet the push to electrify transport appears unstoppable, creating a situation that will inevitably lead to higher…A "Permanent" Lithium Shortage Is Looming
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