EV/Lithium, page-393

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    ...as I posted and mentioned before, Lithium is subject to so much market fluidity no one can presently imagine.
    ...this is not just a recycling of battery minerals effort in China, it is also being pursued by Americans (see an earlier post on this thread)>

    That actually blew my mind. This is the CEO of CATL, the world's largest battery company, who says they're becoming so good at recycling (already at 99.6% for Nickel and Cobalt and 91% for Lithium) that China will reach a point when it doesn't need to mine minerals anymore.

    2042 no need for battery minerals due to recycling of materials !

    https://x.com/RnaudBertrand/status/1792955801218478091

    Auto insurance rates in the US have increased by 42% over the past 2 years. That's the biggest 2-year spike since 1977.

    https://x.com/charliebilello/status/1792997171442180159
 
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