Fireside Chat: Tomorrow Fastmarket Conclusions Post Conference w/ Fastmarkets Team

研报英文原文证据摘录

Fireside Chat: Tomorrow Fastmarket Conclusions Post Conference w/ Fastmarkets Team

Deutsche Bank

Research

North America Industry Date

Canada 1 July 2026

United States Fireside Chat

Industry Update

Industrials

Metals & Mining

Tomorrow Fastmarket Conclusions Post

Conference w/ Fastmarkets Team

Corinne Blanchard

Tomorrow, Thursday July 2nd at 10am ET | Fireside Chat with Fastmarkets Team Research Analyst

Tomorrow, Thursday July 2nd, at 10am, we are hosting a 45-minute Fireside Chat +1-904-645-2360

with the Fastmarkets Research Team, (i) Paul Lusty, Head of Base metals & Battery

Mike McNulty

Materials Research and (ii) Przemek Koralewski, Global Head of Market Research Associate

Development. During the Fireside Chat, we will discuss key learnings from the +1-904-887-0349

Fastmarkets Global Lithium, Battery, and Critical Materials Conference, Lithium

David Begleiter

market dynamics, relevant policy, and pricing outlook.

Research Analyst

+1-212-250-5473

We invite you to join us Tomorrow, July 2nd, at 10am ET with the Fastmarkets

Research Team.

Click here to register for the call.

During the conversation, we will cover the following key discussion topics:

n Key conference feedback: Key discussion points during one of the largest

Lithium conferences globally, what has changed vs years prior and where

is focus today compared to last year. Feedback from corporates and

attendees.

n Lithium market outlook: View on the overall Lithium market for this year

and the medium-term outlook, with a focus on supply, demand, regional

pricing bifurcation, and the US outlook.

n Regional supply developments: With a focus on opaque and difficult to

track supply sources, including China and Africa. We will also discuss

policy developments in these regions that are impacting supply, such as