Short term the reduction in EV subsidies is dampening demand but NEV regulations and EU emission standards plus China removing the preferred battery supplier list will drive EV demand mid-term. By 2023 we're likely to see a problem in lithium supply if EV sales forecasts are correct. Immediate investment is needed.
https://seekingalpha.com/article/4271863-based-forecasted-2023-lithium-supply-ev-bev-phev-sales-will-likely-capped-8-million
The View from Space, page-207
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