This was my thinking also when sticking with rnu a little while ago. Right now there are comparably tiny numbers of evs on the roads, when things take off in a bigger way, that is alot of battery materials. Later down the track battery recycling will play a bigger part in providing materials but I would imagine that isn't going to be untill there is serious price pressures to do so. It's disappointing that the sp has declined and graphite prices have dropped, whether manipulated or not.
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