CITIC Securities predicts a growing deficit in lithium carbonate supply through the second half of 2026, potentially peaking in Q4. The firm anticipates that while supply will increase by 2027, it will still fall short of demand, with a projected deficit of 0.5% to 3.4%. This outlook is influenced by key sectors including energy storage, electric vehicles, and sodium-ion batteries. AI
RANK_REASON Analyst report on commodity supply and demand forecast.
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