I know you’re not asking a serious question but here’s an answer...

I know you’re not asking a serious question but here’s an answer none the less.
I think I glimpsed the future on a work trip to Shanghai last week. It’s markedly more pleasant and less noisy streets full of EV’s and Electric bikes. Count the green EV number plates for your self in this fairly typical street scene. You can see we’re behind on the transition (Melb at least) and we’re probably the dumping ground for euro automakers to offload their last ICE models because of it. IMO Lithium will be a required commodity for decades to come just like iron, zinc and copper with similar price cycles linked to global economics.

Yep, we’re in an annoying and significant price dip, and we need the Lit price to double, to be back in the significant profit margins promised by our DFS. I don’t know when that will be. We’ll never see 80k per ton again, in hindsight it was just covid related madness.

The sooner we’re out of this stagflation era the quicker further EV adoption happens and ASN’ers will (hopefully) be laughing all the way to the bank. 2027-2030?
PS among the many car models I haven’t seen before this Xiaomi EV, unavailable in Australia, looked pretty good. Better than a Tesla at least. I also noted VW had a few decent EV models there while they field virtually none here.

Cheers BK