Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Lithium Prices Are Crashing Despite EV Growth
Lithium prices have collapsed more than 70 percent from their 2022 peak, even as global electric vehicle sales continue to grow. In this episode, Lucas and Luna dig into the specific supply dynamics that turned lithium from the commodity du jour into a cautionary tale about timing and overinvestment. They look at the price of lithium carbonate, spot versus contract pricing, and how the decision by major lithium producers to keep expanding through a price bust reshapes the commodity cycle narrative. Lucas explains the disconnect between EV headlines and what's happening on the ground in…
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