10 years out from today, it will become more or less standard to have electric trucks, autonomous trains etc on the big mine sites.These electric fleet will require GWs of additional renewable energy and BESS units to be deployed
There will also be increased penetration of BEV an PHEVs on roads.
The demand for lithium hasn't even kicked into third gear yet. We are at the back end of lithium 2.0
Pls increasing its production, buying LRS in getting its positioning ready for lithium 3.0
Greenbushes doing the same.PLS and GB have the best information in the industry as they rub shoulders with Tianqi and Ganfeng.
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