With the Tesla Gigafactory expanding to 150GWh and aiming to...

With the Tesla Gigafactory expanding to 150GWh and aiming to 50GWh by 2018.
"At three times the size, Tesla will need to source 110,000 tpa of coated spherical graphite, 75,000 tonnes of lithium hydroxide, and 21,000 tonnes of cobalt."

http://benchmarkminerals.com/Blog/tesla-faces-raw-material-reality-with-expanded-gigafactory/

Add the other Gigafactories into this equation, with VW entering the foray there will be a big shortage of raw materials by 5 years time(or less).
People talk up or down GXY recently but the fact remains nearly all of the large car manufacturers have committed to making EV,s with VW now aiming to produce a car that can go 450-60okm on a charge. If successful this will be a game changer.
Is this all hype? Are we dreaming of Valhala? If so then the multi billion dollar car industry has got it all wrong and will send the world economy into free fall with the large financial losses they are about to incur.
Yeah right...
And not to mention china as they are leading the thrust to green energy cars, buses, bikes and trucks...
Are EV's going to kill off the oil companies? NO, as they will start buying up whatever they can in green energy companies(just expand their portfolio)and make $$ that way.
It's not all doom and gloom! A small pull back and by years end we will have some more sunshine on our faces...