Good article about long term lithium supply and demand, specifically calling out Goldman Sachs. In many ways GS is like Jim Cramer, in that, unfortunately, analysts that many people listen to fail in their responsibility to do adequate due diligence and understand the industry and/or company they comment on.

On the other hand, Simon Moores and Rodney Hooper of Benchmark Mineral Intelligence in my opinion are two of the top lithium experts on the planet. A perfect example of Hooper's expertise is when he speaks of cathode production being the best predictor of lithium demand and pricing. He has commented on this in detail in various youtube presentations. 

Why Goldman Sachs Is Wrong About Lithium Prices