https://www.benchmarkminerals.com/benchmarks-minerals-simon-moores-warns-senate-us-a-bystander-in-battery-raw-materials/
From Simon Moore’s( BMI) U.S Senate hearing of the state of the BEV industry in the USA.
And this from 2019..
And yes an expected 9X increase needed for graphite and lithium by 2030.
Current stats ( Dec 2020) have graphite in deficit by the end of this year .
George Miller ( also from BMI) has updated a forecast to a 15X increase needed by 2030....
TLG - Media, page-950
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