Lithium Americas Not Likely To Be Held Back By Goldman Sachs Report

Summary

  • Goldman Sachs recently issued a report predicting a sharp fall in lithium prices.
  • A separate report by BMI, points to supply constraints driven by frequent project delays.
  • LAC’s experiences show why Goldman might be wrong.
Lithium abstract concept

Olemedia

Thesis

Lithium Americas Corp.’s (NYSE:LAC) Caucharí-Olaroz project is about to begin production in the months to come. It’ll be selling lithium into a much more favourably priced market than when the project was initially proposed back in 2016. But according to

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