"
It seems odd that battery and car companies that are assuming lithium will somehow magically be supplied for the soaring demand they forecast. Early in the next decade they are likely to see their ambitious plans slowed down by years not months. This unfortunate situation will ultimately benefit the top lithium companies. When demand outstrips supply price tends to take of itself.
"
............................................................................................
This is the problem that may happen and casts doubts over the industry and the projections that are used on here re Auto Manufacturers.
I've seen many assumptions or quoted assumptions that use YOY sales increase of 50% 60% for EVs.
Soaring demand based on Car Companys selling EVs ! ............It cant happen if supply is not there. Its a catch 22 situation?
Jes#s then in his musing he (JL) implies a slowdown of years.
Does anyone really know whats going on and I haven't mentioned the Chinese involvement in all this yet. lol
The Chinese can/could dictate the industry with everything from Batteries to EVs. imo
With his Early in the "next" decade, does he(JL) mean "this" decade?
Remember the line from our Management in times past and now having relevance, of how, the Auto makers didn't want to be "beholden to the Chinese suppliers".?
The next 12 (18 at most) mths (this decade) will tell the tale. imo
I buy and hold for a good outcome here with the Chinese...................... Sometimes you win.
Md
