Battery demand may be booming, but bottlenecks in processing, as well as cobalt and nickel production, could slow the growth in lithium consumption, investors have warned.Tightness in cobalt and nickel supply, in addition to a shortage of processing capacity, represent a threat to lithium demand despite the booming battery market, investors said at the S&P Global Mining Outlook seminar, held at the end of October. If these additional materials cannot be provided, then battery producers will be unable to ramp up production, despite demand for their products.Another potential bottleneck may lie in the conversion of Li2O spodumene into the lithium carbonate min 99.5% that is needed by battery manufacturers, George Cheverley, portfolio manager at Investec, warned.
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