Original article by Peter Ker
The Australian Financial Review – Page: 16 : 16-Jan-18

Roskill MD Robert Baylis has warned of a looming oversupply of lithium as Australian producers ramp up output. Baylis notes that production of spodumene in particular is now much higher than global demand. Western Australia’s spodumene export volumes have risen by 84 per cent in recent years, with Tawana Resources, Altura Mining and Pilbara Minerals all set to open new mines in WA during the next six months. Baylis says it will take up to five years for global demand to catch up to supply.

CORPORATES
ROSKILL INFORMATION SERVICES, TAWANA RESOURCES NL – ASX TAW, ALTURA MINING LIMITED – ASX AJM, PILBARA MINERALS LIMITED – ASX PLS, MINERAL RESOURCES LIMITED – ASX MIN, GALAXY RESOURCES LIMITED – ASX GXY, NEOMETALS LIMITED – ASX NMT, GANFENG LITHIUM COMPANY LIMITED, UBS HOLDINGS PTY LTD, CRU, GLENCORE PLC