The projections of Morgan Stanley and associated consultants on lithium demand reminds me of the total inability of many of these so-called experts to understand market disruption.
Take the example of McKinsey & Co that in 1985 was hired by AT&T to project the adoption of mobile phones. McKinsey projected a market of 900,000 by 2000 when in fact the market hit 109 million!
A small 120x error!!!
For anyone interested in where EV and hence lithium demand is heading, highly recommend watching this video: "Tony Seba - Clean Disruption, Why Conventional Energy & Transport will be Obsolete by 2030" here:
The McKinsey AT&T example is at the 1:45 mark, but to really understand the coming disruption, do watch the whole video!
A comment on Morgan Stanley, page-9
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