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Lithium bulls may buck price forecast conventions

Concerns about supplying the rapidly growing need for lithium are leading to significant upward revisions to forecasts of both commodity and company share prices – and research firm Edison argues that a “significant premium” may be needed on top of traditional forecast methods.

 “We argue that a significant premium is required to a traditional incentive price because of rapid demand growth,” Edison said.

“We argue that a significant premium is required to a traditional incentive price because of rapid demand growth,” Edison said.

Using the conventional approach, Edison lifted its long-run, post-2031 lithium price forecast by 32% from US$17,000/t to $22,500/t LCE, with the increase reflecting wider inflation and expectations of...

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