Open to all opinions.
Say that happens today,
You are looking at 10-15years minimum for creating supply chains at scale, manufacturing (Not just retooling existing lithium factories), cost curves (price has to fall enough to a point the consumer can stomach) and regulations to get it into main stream.
The first lithium Ion battery was produced in 1985 as an example, and we are now 30+ years past that point and still not at dominant market share. I know things move faster now than they did then but you are still talking about making a container ship do a u turn.
So lithium still has a lot of legs left.
Welcoming The Lithium Conversation - DEG, page-10
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