AGM, page-405

H.
The EV revolution will be the 4th industrial revolution - any big economy sitting on their hands would be foolish, all will be jostling for position. And so here we have auz pushing ski to put up or shut up, safe in the knowledge that the australian govt has their backs promoting the deposits to the usa - having already toured the us/europe in the previous few months......

my feeling here is same but expanded as the 4th industrial revolution is the storage of electricity and a move away from fossil fuels to greener energy.
EV play a large roll in this move but not the only roll. We will see home energy solutions as big as every roof be comes a solar power station and that energy is either distributed to the grid or stored in a storage format Li-on, VRFB or such.
Every day it just bigger across the board and what AUZ has in the ground is required. 3-6 million vehicles worth they promote. Someone else will line up and want the good and SKI will regret it.