In a nutshell some commonly debated concerns are answered here by one of the most educated guys in the game. Vivas Kumar ex Global Supply Chain Negotiator for Tesla. China owning the market with an over supply? Not a chance.
The interviewer isn't the most fluent but the questions are nailed by VK as usual. Go to 16:45-18:00 and 21:40-22:30
"we're going to have to contend with the reality that lithium will be the bottleneck in manufacturing new battery cells and that there will be a shortage as compared to what we would like to see"
"the one element that cannot be replaced is lithium"
"the shortages of lithium will dictate the growth of this industry"
Ann: Tony Ottaviano Commences as Managing Director, page-43
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