COVID-19 supports regional supply chains, but weighs on lithium prices and EV sales: potential scenarios

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The COVID-19 pandemic deepened previously existing trends in the lithium market, such as the bear run in prices and West’s interest in building regionally integrated supply chains. However, the pandemic also destroyed much value in the industry, leaving many uncertainties about how (and when) the market will fully recover. Learn more about the deglobalization in the battery industry, the pandemic’s effect on the electric vehicles adoption and future of lithium supply in the latest edition of S&P Global Platts Battery Metals Insight.

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