Demand is not the question.....the only issue is timing. Frustrating period between where we are now and lower battery prices and serious EV adoption. Interesting commentary from Rho Motion (linked to Benchmark) regarding the future and battery preferences. Important information regarding the link between battery demand and cathode ordering of lithium.
https://soundcloud.com/lithiumionrocks/s1-e13-benchmark-megafactories-in-rho-motion
New lithium-ion podcast, page-53
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