Supply-demand dynamics and key trends in the lithium market with Corinne Blanchard, Deutsche Bank

Hear from Corinne Blanchard, an equity research analyst at Deutsche Bank, as she shares her views on supply-demand dynamics and the top three topics being discussed in the lithium industry at the moment

In this video interview with Corinne Blanchard, an equity research analyst at Deutsche Bank, we asked her about the suppy-demand dynamics in the lithium market, as well as the key trends that market participants should be aware of.

Watch the full video interview with Corinne or read the key takeaways below.

Supply-demand dynamics in the lithium market

On supply and demand, we see a very tight market condition right now where we see a very strong, fast-paced environment for demand. This is driven by electric vehicle (EV) demand in China, while on the other side you have supply that is growing.

The supply-side is also facing challenges and not growing at the same pace versus demand, which definitely has created some imbalance in the market that will continue over the year.

Three key topics driving the lithium industry

  1. Pricing: Spot versus contract pricing
  2. Localization of supply: Supply in North and South America, as well as the development of lithium in Africa or in China
  3. Geopolitics in the lithium market: The potential risk for nationalization of some of the assets in South America as well as the increase in environmental, social and governance (ESG) scrutiny and the potential impact on royalty rates

Understand more about the risks and opportunities to the market

Corinne was one of many experts to take the stage at the recent Fastmarkets Lithium Supply & Battery Raw Materials conference held in Phoenix in June, 2022.

You can read more about the topics covered and what we learned from this event when you click here. This includes seeing some of the highlights from the event on video.

Take a deep dive into some of the other factors at play in the lithium and battery raw materials market with three of our most recent reports. Simply click the link to each one below to read more:

  1. The risky road ahead for electric vehicles
  2. Why unconventional lithium resources shouldn’t divert focus of the market to address supply shortages
  3. The EV battery chemistry debate just got more complicated

Visit our dedicated battery raw materials page to discover more insights on the factors at play in the industry in 2022 and beyond.

What to read next
Recent agreements with Japanese companies will help Nouveau Monde Graphite become the biggest graphite producer in North America’s anode supply chain, Eric Desaulniers, founder, president and chief executive officer of the company told Fastmarkets
Lithium prices in China continued to fall in the week to Thursday December 1, with market participants citing downward pressure from persistent caution among buyers and lower demand from the battery sector
Global refined nickel premiums were broadly steady in the week to Tuesday November 29, with the exception of European briquettes premiums which came under further pressure due to increased supply
The new proposal would help restore approximately 500 million gallons of blending volumes previously waived by the agency in 2016
German equipment provider SMS Group will provide a logistics and storage system for a forthcoming $238.7 million aluminium foil plant being built in the US by South Korea’s LOTTE Group to meet demand for the material’s use in electric vehicles (EVs)
Peter Hannah, senior price development manager at Fastmarkets, discusses key pricing trends in the lithium market and gives his advice for those navigating this volatile time
We use cookies to provide a personalized site experience.
By continuing to use & browse the site you agree to our Privacy Policy.
Proceed