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EV and battery thread, page-599

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    When you look at our stage of development it's looking really good. Next quarterly we should get a lift in prices and production. Then Naraha commissioning and then production I think it was September quarter. Then Olaroz completed H2 2022. So lots of presents between now and Christmas.

    When you talk about lithium 30% growth keep an eye on graphite. It's where lithium was a few years ago, expected to have a bigger shortage, is 10 times more abundant in a lithium battery by weight than lithium and is also used in hydrogen cars.

    Here is a shot of Chinese uptake of BEV's. Saying if this rate of growth/trend continues we will have dominance by 2025. WOW.
    In any case 60/70 percent by 2030 is still really good. Yes it's happening fast.


    https://hotcopper.com.au/data/attachments/4319/4319580-748f1a9b505f9cd4d4e663f375ff7c15.jpg




 
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