Thanks. Great paper.
It would be great to get more info on the supply side. The paper talks a bit about Zimbabwe - its production ramped up in July 23, but the spod price was already in freefall. It also mentions China lepidolite, but provides no data.
I can't reconcile where the stockpile got built up, and why it still has not been exhausted, when the production of EVs and fixed storage has increased considerably.
Also, LiOH cannot be stored for long, so I would think they would not have a large stockpile of that.
Alternatively, is there a calculation based on the number of EVs and hybrids produced and the amount of Li in each, to get the quantity of spod used?
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