EVs are certainly the way of the future.....
2022 & 2023 growth very good 30% +. .....
Can't grow at that rate each year....
But will still grow.....
Trouble is supply will increase based on old EV ESS growth rates....
Some supply has come off....but can very easily come back on....
New producers, LLL LTR both 500kt pa.....
Plus the expansions....
A lot of brine coming on this year.....
I know pumpers here say nothing will come out of Africa....
Look at Zimbabwe production.....
Look at LLL latest update....almost ready to commission.....
Ganfeng wont fail !!!!!! LLL might ??????
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