by Simon Moores, Andy Miller
Fresh off Bank of America Merrill Lynch (BAML) and Benchmark Mineral Intelligence’s recent energy storage seminar in New York, it became clear that top level investors were gripped by a fear of lithium oversupply and a subsequent price crash. Lithium stocks have taken significant hits over the last week and the seminar sought clarification from Benchmark and guest speakers.
Here, Benchmark outlines the main points of contention and its independent thoughts on the matter.
Spodumene conversion capacity in China will have the greatest bearing on lithium . . .