Despite the consensus on lithium demand spiking in about five years from now, the current outlook is challenging producers in many different ways.
The bearish price trend triggered different strategies among some of the major worldwide producers, but which of them is more likely to succeed? And how will the cathodes technology evolution influence the supply-demand balance?
S&P Global Platts editors Marcel Goldenberg and Henrique Ribeiro discuss the main issues in the latest Battery Metals podcast.