Banter and General Comments, page-3421

Lol, you can't just say that you could shoot so many holes in his post, and leave it at that, as though there is some absolutely solid reasoning as to why he is "wrong".

Do tell.
If he is "wrong", myself and I'm sure many others would like to know why.

From what I can see, demand will indeed grow faster than supply.
Several commentators are also talking ++1Mtpa required within a decade from now. That would only require about 20-25% EV penetration so is by no means a ridiculous expectation.

The question remains, where is the additional 100ktpa going to come from each year?!?!
Extra 100ktpa 2019
A further 100ktpa 2020
Additional 100ktpa 2021
Etc.
and if the immediate hard rock conversion can't keep up e.g. this year, then it just means more than 100ktpa extra towards the latter part of the decade.

From where will this lithium come...?!

Like I keep saying, that is the equivalent of over 40 SDV's required, ramped up and in full production, within a decade.
Forty. Wtf.
The decade hasn't started with promise!
I certainly can't name the source of an additional 300ktpa of carbonate/hydroxide by the end of 2021....

Hmmm....

Something will have to give. Economics will drive demand for EVs. Parity is approaching. Perhaps we will have to join an absurd waiting list... Perhaps prices will double to allow additional supply to get underway...
Who knows, but it will be an interesting 5-10 years that is for sure!