BMI has done some estimating (a few months back), and even considering the excess capacity and probable new supply coming online, there is still expected to be a Li shortfall from 2022. ...and it all gets rather “worse” from there:
Adding Tesla’s claimed demand increase to the demand assumed in the production of this chart, and then adjusting for new Li supply that Tesla might be able to bring on (maybe, and who knows when), doesn’t really “improve” this shortfall does it!!???
Imo there is nothing to suggest that this shortfall will be less than that shown here. Imo there’s a high probability of significantly higher demand, with a low probability of any significant higher supply, in this timeframe at least.
Market in a tailspin because it can’t put the pieces together and somehow believes that the Li supply problem is magically solved by some clay tech that they are “going to pioneer”, because they said so. Ffs.
Imo
DYOR
|i|i|i day, page-118
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