Just noise IMO, 3twh of battery quality chems by 2030 is a wank at this stage of supply chain development. But I do like the idea of 10 to 15twh of annual demand in 20 years, tesla will need 2.5 mill tonnes of LCE in order to maintain 20% market share by 2030 in both their EV & ESS divisions, where does the other 80% come from........
Good News & Bad News, page-6971
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