General Discussion Topics, page-96770

Li/Spod is going to have much more downward pressure than we have expected.

Based on that article it will have the opposite effect IMO, more upward pressure on Li/spod , mass production of affordable EV's using LFP batteries will require larger amounts of Carbonate.
Lithium itself makes up a relatively small % of the cost of a vehicle although at $11,000 that % will be larger. LFP batteries don't require Cobalt or Nickel so savings there .
The way things are shaping up EV's will be cheaper the ICE cars much quicker than many originally believed and in this case its here already.

Small city cars is where the real growth in EV's will come from and you could tack another $500 onto that price from higher Lithium prices and it would still be a cheap car.

These prices are just as much, if not more, a reflection on the reducing cost of manufacturing at scale , the continuing evolution of manufacturing technology ( in the case of Tesla and now others its Giga press casting) , cheaper labor input in the case of Asia and basic small city car requirements and those production efficiencies are happening at battery level as well.
The way a car is built is changing drastically and Tesla is leading the charge along with BYD but at this stage they still require Lithium.

The bottom line always comes back to supply and demand and if manufacturing of EV's gets ahead of the supply of Lithium there is only one outcome until the situation reverses itself...its much faster to increase EV production than it is to bring a greenfield mine into operation producing Carbonate/ Hydroxide...

Cheers Whisky