Those uses of lithium batteries outside of ESS and consumer EV's may well surprise on the upside.
https://reneweconomy.com.au/fortescue-strikes-4-billion-deal-for-electric-trucks-and-dozers-to-eliminate-fossil-fuels-at-giant-mines/
Forrest strikes $4 billion deal for electric trucks and dozers to eliminate fossil fuels at giant mines | RenewEconomy
Those uses of lithium batteries outside of ESS and consumer EV's...
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