Lithium, page-1433

SOS thanks for the write up, always an interesting read. You've always been vocal about speed to market, but I thought that this was mostly because it's hard to predict what changes in technology will be in place in say 10-15 years time, so best to take advantage of what we know now. That motivation is quite different from the way I have interpreted this need for speed. This reads to me at least like there is a short term window take advantage of market participants scrambling to secure their position in the market (rather than just securing lithium because of a shortage).

Where do you see medium term demand and supply? If I've read this right there is high short term demand but adequate supply, followed by a period of built up excess, but what is your view on longer term demand?