"imo Lithium will not and can not reach any of the lofty heights in price of previous times.
The battery(Lithium component) dictates the Car price, like it or not. imo"
That is a BIG call MD!!!!!
We haven't even really got moving yet in terms of EV uptake.... Wait til the S-curve steepens and the market demands an extra +100kt of LCE every year. Miners had better get a wriggle on, or those 90-something gigafactories will be fighting hard over the available supply...
..and we know what a fight for product does for prices.... up, not down!
How may $$ of LCE in an EV again...?
<$1000
LCE prices can still rise significantly to only be more than offset by economies of scale and cost savings from other EV systems.
LCE CAN go up whilst EV prices drop.
Tesla rapidly pushing towards $100/kWh battery pack cost.
100kWh pack = $10,000
LCE prices can double and 100kwh pack = <$11,000
This won't stop EV prices from their decline, and won't put a stop to sales.
Ann: Corporate Presentation - July 2019, page-278
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