The lithium comments included in AFR https://www.copyright link/companies/mining/born-again-bhp-nickel-unit-eyes-battery-market-20190802-p52d62
In the case of lithium, Mr Haegel said BHP felt there was a lot of it in the world and it would struggle over time to attract the same price premiums as nickel."It is a very widely available mineral," he said. "There will be periods of times when supply and demand don’t naturally match but we anticipate that there will be no sustainable premium in lithium. That is our view.
US Monthly Plug-In EV Sales: July 2019, page-9
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