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Battery analysts split on lithium supply

Enough or not enough? Usually a pretty easy question, with mining analysts agreeing on most metals and minerals. Not for lithium. Benchmark Mineral Intelligence managing director Simon Moores has recently targeted some of the industry’s most-cited analysts over their predictions lithium production would more than meet demand as electric vehicle production ramps up.

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Battery metals/minerals were a major focus at LME Week

Mining Journal talked to Moores and his colleague Caspar Rawles at the LME metals seminar about banks' research and battery chemicals' place in base metal trading circles.