...the commoditisation of Lithium
...good for EVs, which means more lithium demand but at low (or lower) prices.
...of course more lithium would be used, sold and produced. But at low prices.
...so your lithium company would need to find a way to expand production at lower cost to thrive going forwards.
Its a scale game as is reserve and proximity to market.
Batteries just keep on getting cheaper and cheaper.
The average price of lithium-ion battery cells dropped from $290 per kilowatt-hour in 2014 to $103 in 2023.
https://x.com/janrosenow/status/1840042842741240306
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...the commoditisation of Lithium ...good for EVs, which means...
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