There's one little difference.
Based on what Tesla said they will need about 4-5 million tonne LCE worth of Lithium by 2030. NASA will need basically nothing compared to this.
So yes, Tesla is already battery constrained, and they forecast that by 2030 they would need all the Lithium available on the markets today, multiplied by 15.
Per year.
Insane.
Ann: LKE Bonus Issue to Shareholders, page-132
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