I liked this paragraph from the LPD Chairman's address today :...

I liked this paragraph from the LPD Chairman's address today :

'Short-term headwinds associated with an oversupply of lithium chemical are expected to give way in the medium term to a lithium market in fundamental deficit as new supply is unable to keep pace with the dramatic demand growth many forecasters are predicting for electric vehicle manufacture. Benchmark Mineral Intelligence is tracking the planned development of more than 100 lithium-ion battery “megafactory” manufacturing plants, which it estimates could consume over 2 million tonnes of lithium carbonate equivalent by 2028, versus production of approximately 260,000 tonnes in 2018'.