Why Has Benchmark Flipped 2027 Lithium From Surplus to Deficit?

Benchmark Mineral Intelligence’s Iola Hughes and Cameron Perks join Matt Fernley to discuss why the 2027 lithium market outlook has shifted from surplus to deficit.

They break down Benchmark’s latest views on EV battery demand, rising pack sizes, BESS cell production, lithium supply risks and pricing - including why battery demand is growing far faster than EV unit sales, where excess cell inventory may be sitting, and what could change the 2027 balance.

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Chapters

(00:00) Lithium Outlook Flips To Deficit(02:10) Battery Storage Demand Surges(05:17) China Storage Growth Stalls(09:34) Battery Inventory Risk Builds(15:17) EV Growth Shifts Beyond China(19:47) Bigger Batteries Lift Demand(23:47) 2027 Lithium Deficit Emerges(26:08) Supply Risks Could Deepen Deficit(31:03) Raw Materials Remain Tight(33:11) China Supply Growth Looks Limited(35:06) Australia Leads New Supply(37:04) Lithium Prices Set To Rise(38:33) Cell Supply Growth Rate(39:20) Higher Prices Invite Substitution

Links

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Podcast  Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

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