I think it is important to listen to the QA after the presentation.
There is a question regarding battery minerals and they discuss that the model they have presented is novel.
They want to push miners to simplify the vertical integration process. This realistically needs to happen if we want complete electrification.
I think the lithium salt joke is probably taken a bit too seriously. There needs to be innovation in the mining sector, and there will be. We can't have complete electrification with current practices. This doesn't mean economical lithium will be easier to come by. We will still need all of todays recourses and reserves.
Hopefully Simon Moores and Joe Lowry expand on this further and see through the "salt" phrase.
|i|i|i day, page-73
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