Core Lithium WKN: A0YJ93 ISIN: AU000000CXO2 Kürzel: CXO Forum: Aktien User: Boss55

There’s broad agreement that lithium supply is heading for a major increase in 2023 as a wave of expansions or new projects get up and running. The more bearish voices say that supply wave will hit the market just as China’s withdrawal of generous EV subsidies causes demand to cool, creating a mismatch that could trigger a sharper fall in prices. Average prices this year are likely to fall about 8% from average 2022 levels, according to the mean of five forecasts reviewed by Bloomberg.  Supply and Demand Both Set For Double-Digit Growth in 2023 Lithium market's rapid expansion makes forecasting difficult Source: Company research Note: Measured in tons of lithium carbonate equivalent The divisive issue is whether less-established producers will be able to deliver in full, defying a range of regulatory, technical and commercial challenges. The extraordinary pace of lithium’s expansions - across both demand and supply - has made forecasting the market a contentious pursuit. Sponsored Content Why ESG Investing Needs to Combine the Macro With the Micro abrdn “2023 is when lithium becomes what I call a volume game,” said Chris Berry, president of House Mountain Partners, a consultant to the battery-materials sector. “We need to see a supply response from both existing producers and near-term producers who will need to execute flawlessly in the face of sustained lithium demand.” Softer Market Lithium prices have already come down about 20% from an eye-popping record in November, in an early sign of respite for buyers. Lithium carbonate in China fell to 480,500 yuan a ton ($71,500) on Jan. 13, the lowest since August. “I think you’re going to see a short dip in spot prices in 2023 but I don’t see that as a problem,” Joe Lowry, founder of advisory firm Global Lithium. “If we were talking five years ago today, the biggest issue that lithium industry had was lack of investment. Now the most significant problems are permitting and project execution.” A cause for optimism on supply is that the largest increases will be coming from veteran top producers like Albemarle Corp. and Chile’s SQM that are considered more likely to succeed. But they only account for about a third of anticipated increases in 2023, according to data from BMO Capital Markets. The next tier down is a small army of nascent lithium producers who will need to prove they can get up and running. And beyond those, there’s unconventional new sources like lepidolite — a lithium-bearing mineral that’s emerging in China as a serious option. JPMorgan Chase & Co. called it “one of the largest threats” to prices. China Turns to Domestic Lepidolite to Boost Lithium Supply: BNEF But it’s also a controversial topic, with some specialists saying it’s costly and environmentally harmful to convert in large volumes for battery use. “We will see more lepidolite be brought online in China in 2023,” Cameron Perks, analyst at Benchmark Mineral Intelligence said. “But we won’t see as much as being predicted by others. Give it five or 10 years, and it will increasingly become an important part of the market.”

Hyperdrive Lithium’s Next Big Risk Is Grand Supply Plans Falling Short Market unlikely to return to balance in 2023, says Trafigura Battery-metal’s rally has hurt carmakers like BYD or Tesla By Annie Lee and Mark Burton +Follow 16. Januar 2023, 01:00 GMT+3Updated on16. Januar 2023, 05:10 GMT+3 From Electric-vehicle makers are hoping that an imminent wave of lithium supply will bring relief for their expansion plans after a two-year squeeze, but the battery metal’s die-hard bulls warn of more pain to come if producers fail to deliver. Rampant lithium demand has caught many forecasters by surprise, with booming global EV sales causing consumption to double over the past two years. With suppliers unable to keep pace, a blistering price rally sent the total spot value of lithium consumption rocketing to about $35 billion in 2022, up from $3 billion in 2020, according to Bloomberg calculations. Some bearish lithium-watchers say fast-growing supply, rather than dizzying demand, will be the decisive factor in 2023. Five analyst forecasts reviewed by Bloomberg point to a much more balanced global market after clear shortages in 2022, while BYD Co., China’s top EV seller, is counting on a lithium surplus. Moving Closer to Balance The shortage of lithium should ease in 2023, according to five analysts Source: Company research Note: 2022 forecasts were based on researches around end of the year But there are many skeptics who warn of fresh tightness if miners from Chile to China and Australia hit hurdles in launching daunting volumes of new supply. The reviewed forecasts peg production increases of between 22% and 42% in 2023: a breakneck pace for any complex extractive industry. “I really don’t think there’s any reason to believe that so many tons can magically appear this year to return the market to balance,” Claire Blanchelande, a lithium trader at Trafigura Group, said by phone from Geneva. “The pain is not over yet.” At stake is the pace at which the world’s vehicle fleet adopts battery power. Lithium-ion battery costs rose last year for the first time in the EV era, according to BloombergNEF. Elon Musk bemoaned lithium’s “insane” rally and said high raw material costs were among Tesla Inc.’s biggest headwinds.

Leider nicht offen für jeden.

Lesenswert https://www.bloomberg.com/news/articles/2023-01-15/lithium-s-next-big-risk-is-grand-supply-plans-falling-short

Bitte gib doch ne Quelle dazu. Danke

Goldman Sachs: Die Vorräte von fast allen Rohstoffen befinden sich auf einem kritischen Niveau.

Ruhig Blut Ihr wackeren Börsenjedis! Schicken wir G*S einen fetten Manu-Gruss und ich stelle mein Körbchen auf. Ist ärgerlich das es Reihum geht - aber dann kommt wie bei Allk.. die Kaufempfehlung und es geht aufwärts........ Allet wird jut 👍!

Der nächste Report kommt auf jeden Fall Ende des Monats. Cash-Flow- Report per 31.12.2022.

Ich bitte dich, was soll diese Haarspalterei?

"Wer lesen kann, ist klar im Vorteil?" Dann lies mal den ursprünglichen Beitrag und du musst nicht weiter darüber rätseln, wie ich auf Mai 2021 komme.

Perhaps hat den Link geteilt, dort sind alle Announcements aufgelistet. Wie du auf Mai 2021 kommst, ist mir ein Rätsel ... wer lesen kann, ist klar im Vorteil!

Ihr glaubt jeden Ausschlag in der Kurve nachzuvollziehen. Einer ist schlauer als der andere. Keiner hat wirklich eine Ahnung. Pusht eur lächerliches Ego weiter das könnt ihr am besten .

Die ASX reagiert auf Announcements, nicht auf Webseiten von Unternehmen. Das meine ich mit Börsenrealität. Ist mir jetzt aber zu mühevoll, Grundlagen zu vermitteln, ziehe mich zurück.

Piedmont lithium, Vulcan energy, American lithium, bei dem sieht man nicht so einen Einbruch, teilweise steigen die sogar extrem. Der niedrige Lithium Preis scheint da keine Rolle zu spielen. Wann werden die Australier wach und merken das da aus falschen Gründen gedrückt wird. Haben die kein Vertrauen in ihre Unternehmen? Mein ganzes Depot erholt sich gerade von der Corona Welle und den Einmarsch der Russen. Nur die australischen Aktien wandern nach unten. Sehr deprimierend. Zumal es ja auch eigentlich anders sein müsste, wenn man die besagten 3 Aktien anschaut.