"... all we hear and or we talk about is how EV's are taking over the world and how the supplies of lithium will not keep up. Now all we hear and all we talk about are big deals possibly not going ahead, over supplies of lithium, ..."
Yes, but if you had taken any notice you would have seen that the roadblock is not with the need for lithium for new EV's, it is with the conversion to the lithium compounds required for battery production. This blockage will disappear withing a few months. In the meantime the number of new EV's will be restricted.
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