According to Fitch Ratings, the commodity price rally is pushing companies to rebalance their capital allocation towards decarbonization investments and growth.
Fitch has revised up significantly both its lithium carbonate and hydroxide price forecasts from 2021 to 2026 to incorporate higher global EV sales assumptions.
A report by CSIRO states that unsophisticated models based on current supply levels and basic recycling rates promote mischaracterizations of the real opportunities in both metal mining and recycling.