Some bad news, more demand coming from Toyota. Going all in on BEV's, spending $35 bill starting 2022 through 2030, targeting BEV sales of 3.5 mill units by 2030. They will spend a further $35bill on PHEV's HEV's and Fool Cell vehicles over same period. Another ~219kt of LCE just for the BEV units, roughly 1.4 million tonnes of spod.
https://pressroom.toyota.com/akio-toyoda-shares-toyotas-strategy-for-achieving-carbon-neutrality-through-battery-electric-vehicles/?linkId=100000095040507
Good News & Bad News, page-5784
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