EV/Lithium, page-806

...I'll leave you to review the 4 slides on the link (click to progress to the right)

...its been what I've been saying. And I am not even a lithium analyst.

Slide 1 - The Li-ion market’s reliance on China has grown as EV sales outside of China become limited by demand rather than supply

Slide 2 - As the Li-ion industry grows, processing and manufacturing move closer to the customer, while raw materials become more distributed

Slide 3 - Five main stages of the battery supply chain, with varying corporate players

Slide 4 - Market Balance & Forecast: Above-ground stocks in lithium have never been developed at scale, keeping the market finely balanced

https://x.com/DerrickSCI/status/1810290616649052165