That's true, while the demand may surge from some new emerging...

That's true, while the demand may surge from some new emerging market as India, who knows. Nobody can 100% predict the market. Well, I am still confident with EV market, as the cleaning technology is the key for reducing emission pollutions from vehicles.

Also, there are plenty of new tech company try to extracted lithium from both hard rock and brine economically, Lilac is one of them, which will eliminate evaperation pond to reduce cost, space and time, this may put more pressure on companies who still utilize traditional technology.