l think they will be a little late to the Lithium party - lithium will always have a part in the battery revolution but it has significant thermal risks, life limitations and it is getting very expensive.
Alternative technologies are being developed for example vanadium for large scale storage which does not have the fire risk and more than double the life with much less .deterioration than lithium based batteries.
I am not anti lithium - I have investments in 3 companies - I just feel other technologies will chip away at lithium usages and demand while still growing will soak up production from many of the companies far closer to production around the world.
l think they will be a little late to the Lithium party -...
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