Assessment of Lithium Market and Forecasts for 2024

This chapter analyzes the lithium market, highlighting the role of inventory accumulation in 2022 and its impact on 2023 sales. The speakers discuss their forecasts for 2024, estimating a balanced market with stabilized prices and the possibility of stock accumulation. They also touch on the production and pricing of lapitalites, discuss the importance of the US producing its own batteries, and address the competition between the US and China in the EV market.