The Energy Report: During your last interview, you discussed the “tight” lithium supply-demand equation. Considering that a number of new projects are in the works, is there going to be a supply surplus in the next few years?
Mansur Khan: It depends largely on how successfully these projects come on-line, how disciplined producers are in introducing new supply (for example, not flooding markets), how they each position themselves within the lithium value chain and how strategically buyers source supply and … [visit site to read more]