There appears to be plenty of lithium in the ground, yet supply forecasts say lithium will come up short. So, are global lithium supply forecasts accurate or is it a case of understanding the assumptions so we can form our own conclusions?
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Timeline
00:00 Introduction
01:31 Thanks, Credits, and Sources
05:03 Is there Enough Lithium in the Ground?
07:56 Let’s Evaluate Three Lithium Forecasts…
15:07 Benchmark’s Forecast // Revisions Explained
17:34 Lithium Supply in 2030 // Bull and Bear Cases
Intro Music by Dyalla: Homer Said