“By 2025, for lithium alone, we expect to need about seven times the amount we do today.” - BMW
Is BMW somehow unique in this respect, or is every OEM in the very same boat? For OEM’s, if you want to play in the EV space your lithium needs are about to explode. If you don’t want to play in the EV space, your company will die.
Good News & Bad News, page-3390
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