Happy, I agree on the recycling. It will happen
However, you and mustpow are like guys trying to guess the required supply for 1 million P.C's way back when (now 280 million p.a). Of course there will be new lithium resources and recycling and that's something every analyst can get some kind of handle on. They will however take longer.
Where you both are totally wrong imo is in how massive the demand side will be. Typical analysis there didn't ever work in the past for disruptive tech and it won't work now. You both need to relax with a stiff drink. close your eyes and imagine what the world will look like in 2023.
$576M Mkt cap for a bunch of rocks, page-115
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