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Theo Soumyaraj @TSoumyaraj on x 1667 followers
Created: 2025-07-26 04:31:13 UTC
⚡ The Next Lithium Bull Run Is Taking Shape
In the early 2020s, lithium analysts largely underestimated the supply contribution of lepidolite, resulting in temporary price relief. However, we’re now seeing a repeat of that forecasting failure, but this time both on supply and demand side.
🚗🔋 Experts are once again underestimating explosive lithium demand growth driven by:
•Electric Vehicles (EVs) •Battery Energy Storage Systems (BESS) •Electric Trucks & Buses •Robotics & Automation •Robotaxis & Flying Taxis
Meanwhile, on the supply side, the market is headed for trouble:
•Rising production costs vs falling prices are squeezing margins •Stricter environmental regulations are slowing project approvals •Few Tier-1 lithium projects are coming online fast enough
📉 Supply-Demand Outlook (my estimates)
•>4 million tonnes LCE of demand expected by 2030 •<3 million tonnes LCE of supply projected by 2030 •First significant supply deficit expected by 2026
All signs point toward another lithium bull cycle. Spot and futures prices could rise sharply in the coming months and years as the market wakes up to the deficit.
🧠 Canaccord has been one of the first major players to revise forecasts upward, but even their estimates remain very conservative (demand of only 2.27m t LCE by 2030). Expect further upgrades and sentiment shifts from other institutions soon.
#Lithium #EVs #BESS #LKE #ASX #Bullish #Argentina $LKE $SYA $A11
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