Main news from all across the value chain; OEMS, Cathode producers, brine producers/projects, hardrock producers/projects.
Our visions are supported by our own research and analysis of market statistics, which includes:
Korean and Japanese Imports on the demand side.
On the supply side we follow Chilean, Argentinean, Brazilean, Australian, Russian, American and Chinese exports
EV Lithium Demand Forecast:
Electric Vehicles are the main driver fo the Li Global demand.
5 Year Lithium Demand Outlook:
Lithium forecast by end use and chemical
Deep analysis on EU position in future years
Offtake Agreements and Vertical Integration:
Analysis on recent Offtake agreement activity in the market and equity positions across the value chain.
5 Year Lithium Supply Outlook:
Supply forecast per producer/project/region
Supply Demand Balance:
Lithium Market balance based on the previous analysis.
Lithium Hydroxide market balance analysis
Analysis on the cash costs from the different Lithium routes/feedstock possibilites.
iLiMarkets´ own view on prices in the long term