As an amateur punter myself I would also consider Cica 100 m...

As an amateur punter myself I would also consider Cica 100 m units of new annual new car production globally will require a lot more lithium than is presently mined. Tesla had recently recorded record sales of 500 k sales quarterly so around 2 milo units annually
That will require large amounts of lithium more than 30 percent of global production??
To simply “ rinse “ (recycle)old lithium batteries will be essential to maintain supply of lithium for new car production. What about the lithium required for heavy industries ( trucks shipping and storage of renewables)
What about Gigga Texas and Germany they will require more LCE, I certainly hope Elon gets the salt for his salad from the abundant lithium that is everywhere and economically available from DLE including CLAY **** and V U L


OEM’s will have large problems producing non ICE vehicles as supply deficit looming and emission mandates near