we have to remember, it's got little to do with market sentiment and more political direction. Governments around the world will be adding a large carbon tax on manufacturers not making the switch which is forcing their hands to switch to EV. Not surprised by that 500b number and this will be excluding what governments will be spending on attracting investment & subsidising investment. Please also keep in mind, lithium is not only used in EV so the sky's the limit here. Can't wait to get drilling into those 165 holes AXL has requested from BLM.
AZL General Discussion, page-170
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