The challenge for car manufacturers is to secure very limited...

The challenge for car manufacturers is to secure very limited lithium supply. $100B has been committed by the car industry for EV manufacturing since Oct last year - a shortage of lithium powered batteries means EV ambitions go up in smoke. Yes, in the long run, a supply response will ensure adequate lithium supply but most reputable analysts are now suggesting that supply shortfall until at least 2025. If it's not BMW, then someone else will take a punt on AVZ.