Well worth a read. Very clear and compelling figures. LRC (Lithium Royalty Corporation) presentation, a private company (spun off from Waratah Capital Advisors) that now has royalty stakes in GXY and CXO (Core Lithium, Australia).
https://1hwvv3e8td62pxnul3irjfz1-wpengine.netdna-ssl.com/wp-content/uploads/2019/05/Lithium-Market-Presentation.v4.pdf