i agree eric China is here and it is not going away. India next EV market with 1.5 billion people and dirty air that needs cleaning up. Then Asian air needs cleaning up. When utes become mainstream EV there will not be enough lithium anywhere in the world. Lithium 3 protons and 3 electrons , one electron in its outer shell , cannot be substitued in EV batteries Lithium because of its atomic structure. Forget Na to heavy .
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