Why Wall Street banks have got it wrong on lithium
Sarah JonesMarkets Editor
The market’s bearish forecast of a chronic oversupply of lithium is wrong, according to one major fund manager which expects an emerging deficit in the green metal.
Ethical Partners’ proprietary model suggests the global market for lithium is moving “rapidly back” into balance and could even be undersupplied – at odds with the view of major investment banks including Goldman Sachs and Citi.
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