"Will Tesla Cause A Lithium Shortage? w/ Vivas Kumar" (28 Jun 2020)
https://www.youtube.com/watch?v=CxFhWfA7kyE
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Interview with Vivas Kumar, ex Battery Supply Chain Manager for Tesla, now a Principal at Benchmark Mineral Intelligence. Vivas prepared a 34 slide presentation about the state of the Lithium industry, and battery materials supply chain. As EV sales climb from 1M/year to 50M/year over the next decade or two, massive investments need to be made in the raw materials supply chain. This is an in depth look at the mining & lithium industry from now, until 2030.
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It's improved my confidence we'll see a surge in Lithium prices sooner rather than later. )
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