Lithium: Keeping An Ion Global Trends, Risks And Opportunities In A Supercharged Market
Thursday, 8th September 2022
14:30 Singapore SGT | 16:30 Sydney AEST
The lithium mining sector is a fast-growing and fast-evolving market, which will go through key changes in the coming years amidst the acceleration of the EV sector.
The lithium market is seeing the emergence of many new players across a variety of regions, and new extraction techniques are gaining ground, posing an array of opportunities and risks. Meanwhile, lithium is now considered a strategic mineral, which will lead to rising government intervention. As such, the supply landscape will evolve quickly and dramatically over the next five years.
In this webinar we will present the key themes at play in the lithium sector out to 2031. It builds on our expanded lithium coverage with updated production and consumption data, price forecast, among others – to identify opportunities and risks.
Topics covered will include:
- What is the price outlook for lithium carbonate and hydroxide out to 2026?
- What are the investment trends in the lithium sector, how is the competitive landscape, and what is the shape of the global project pipeline?
- Where are the areas of growth from a production and consumption perspective?
- The lithium sector faces an array of risks, from financing to geopolitical tensions. What are they and how will they evolve in the coming years?
Head of Commodities Analysis
Sabrin leads Fitch Solutions commodity fundamental analysis and price strategy, managing a team that covers 20 commodities across energy, industrial and precious metals, soft commodities, and grains. Sabrin joined Fitch Solutions in 2015 and regularly engages with clients hailing from banks, asset management firms, consultancies, government agencies and corporations. Sabrin previously worked at ING Bank and holds a Master’s Degree with distinction in Financial Forecasting and Investment from the University of Glasgow. She completed her Bachelor’s degree in Economics from the National University of Singapore.
Nick Trickett is a commodities analyst covering metals & mining for Fitch Solutions. He previously worked as an oil & gas consultant with Wood Mackenzie, has several years’ experience as a political risk analyst covering Russia and Eurasia, as well as working as a policy analyst and editor-in-chief of several newsletters and publications in Washington D.C. He holds a B.A. in comparative literature from Haverford College, an M.A. in Russian and Eurasian regional studies from the European University in St. Petersburg, and an MSc in international political economy from the London School of Economics.
THIS COMMENTARY IS PUBLISHED BY FITCH SOLUTIONS COUNTRY RISK & INDUSTRY RESEARCH and is NOT a comment on Fitch Ratings' Credit Ratings. Any comments or data are solely derived from Fitch Solutions Country Risk & Industry Research and independent sources. Fitch Ratings analysts do not share data or information with Fitch Solutions Country Risk & Industry Research.