All I can say is time will tell, I think I am going to be right and yourself totally off the mark, you sir are assuming that the way batteries operate will stay the same….they will not, you are also assuming that the world cannot get enough raw material to feed the expected uptake of ev’s etc
simply will not be the case, there are tenements in Africa that when up and running could easily take on all the supply required, sure, some time away and in a bad jurisdiction but none the less massive deposits and likely they will find many more, we have our place in the food chain and those in now are going to do very well, not trying to scare anyone just getting my point across that people that honestly believe in the “ not enough supply “ realm really need real world experience. Seen boom bust play out in nearly all commodities in the past, lithium and graphite will be no different, I agree with you on the Chinese front.
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