According to the (well respected) German newspaper "Süddeutsche Zeitung", China plans production quota's for all-electric cars and plug in hybrids already beginning in 2018.
I doubt that in all those Li demand forecasts, such a near term regulatory intervention is already considered.
When the biggest car-market of the world drive in this way (already in roughly one year !), Li demand will explode.
BGS Price at posting:
37.0¢ Sentiment: Buy Disclosure: Held