...long term lithium hodlers need to see this; lithium demand growth may well have just 10 year runway, thereafter lithium recycling expected to offset demand for new lithium from mines.
...and this does not even take into account the prospect of sodium-ion batteries stealing some of lithium demand in the years ahead.
...right now, long term instos players have not woken up to this Recycling aspect, once they do, they would be shaving off their long term outlook for lithium miners.
...another big reason why Lithium is not Iron Ore!
Recycled lithium could offset nearly 50% of newly mined lithium demand from 2025 to 2050, enough for 180 million typically sized EVs.
