AVZ 0.00% 78.0¢ avz minerals limited

You have ALB calling over 1MT+ LCE by 2025. You have UBS calling...

  1. 2,119 Posts.
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    You have ALB calling over 1MT+ LCE by 2025.
    You have UBS calling 1.15MT LCE by 2025 (source) and this is after a pattern of prediction upgrades.
    You have Chinese January EV sales at over 90K in 2019 when they were 32K in Jan 2018.

    As a result,

    You have Simon Moore from Benchmark Mineral Intelligence stating,
    'Albemarle’s latest lithium demand number is just above 1.2m tonnes by 2025. A figure that supply will never be able to meet in time.  The energy storage revolution is coming but will be delayed! #EV'

    Joe Lowry stating,
    'My friend Simon beat me to the Tweet - $ALB jacks up their demand estimate to a now impossible (disingenuous?) level to achieve from a supply standpoint. ALB’s failures are a significant part of the supply issue.'

    I don't think its very long till money starts to flood back into the sector again and as the Mastermines article correctly points out, this turn around will be longer lasting, fuelled by real EV growth fundamentals.
 
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