A realistic equilibrium price for lithium is approximately $20k/ton, roughly 100% higher than current levels, at which many lithium projects become economical and profitable without requiring extreme supply shortage conditions.
forecastpending
Speaker
Francis McDonaldEvidence Quote
“if we were sustaining you know let's say $20,000 a ton lithium carbonate I think that a lot of these projects would be making a lot of money”
Source
100% Price Surge: Will Supply Crunch Of This Critical Asset Trigger Massive Inflation?— David LinCreated: 8/11/2026, 1:29:24 AM
My Notes
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