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Mansur Khan: Will The Electric Vehicle Tipping Point Transform Lithium Markets?

The big bullish story on lithium holds that once consumers make the switch from fuel-burning cars to electric vehicles, the resulting demand for high-quality lithium batteries could make millionaires of investors exposed to lithium miners. Consumers aren’t making the switch overnight, but Dundee Analyst Mansur Khan sees a tipping point on its way, along with blue sky potential. Khan has the skinny on mining companies with the goods to supply an ever-hungrier auto market and the skill to thrive in tight market conditions. Learn which names offer maximum upside in this The Energy Report interview.

The Energy Report: During your last interview, you discussed the “tight” lithium supply-demand equation. Considering that a number of new projects are in the works, is there going to be a supply surplus in the next few years?
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