EVision #243: Fastmarkets Takeaways & Fireside Chat Nuggets

研报英文原文证据摘录

EVision #243: Fastmarkets Takeaways & Fireside Chat Nuggets

Deutsche Bank

Research

North America Industry Date

Canada 5 July 2026

United States Evision Weekly

Periodical

Industrials Charge

Metals & Mining

EVision #243: Fastmarkets Takeaways &

Fireside Chat Nuggets

Corinne Blanchard

EVision #243: Fastmarkets Takeaways & Fireside Chat Nuggets Research Analyst

This week, we focus on: +1-904-645-2360

David Begleiter

n (i) Lithium market & equity view. Click here to view our full note;

Research Analyst

n (ii) Nuggets from our Fireside Chat with the Fastmarkets team, with a +1-212-250-5473

focus on BESS demand and global supply, including China and Africa. Mike McNulty

Research Associate

Our view on the Lithium market & Equity post Fastmarkets Lithium conference +1-904-887-0349

Last week, we attended the annual Fastmarkets Lithium conference and the overall

tone was moderately optimistic. All market players are much more in tune with the

current market conditions than in the past two years, with the majority being

bullish medium to long term, supported by the growth prospects of Energy

Storage (supported by data centers and AI too) but also electric trucks demand

growing fast, but 'quietly' in the background.

n This year brought a much more diversified landscape of market players,

including of course Lithium players, but also some other Critical Minerals

companies (MP Materials), Energy Storage companies and, maybe the

most surprising, a variety of Alternative Energy companies. We noticed a

decrease of China-based participants this year compared with the previous

years, which we attribute to a much more divergent market by geography.

This conference is highly focused on a Western supply chain which was

reflected in the overall discussions.