This presentation begins with an overview of Benchmark’s latest Lithium Forecast, followed by a detailed discussion of long-term pricing trends and the introduction of project-specific incentive prices. Building on this analytical foundation, we explore regional supply dynamics with a particular focus on emerging opportunities across Africa. The presentation concludes with a summary of key findings, including the integration of new data models and insights into future lithium market developments.

Join this session to hear about:

• An overview of Benchmark’s expanded lithium model, now covering 158 global mines
• An explanation of long-term incentive price forecasts, developed to reflect realistic project return requirements
• Integrated upside and downside demand scenarios, providing a balanced view of potential market pathways
• A closer look at Africa’s evolving lithium landscape, highlighting emerging investment opportunities
• Key takeaways for market participants, including actionable intelligence on supply costs and future project economics