Published June 20 from the 6th annual Cleantech and Technology Matals Summit.
Interesting insights from Kirill Klip at about 00:17:30 in response to the question 'how many lithium explorers do we need'?
Paraphrased answer: The west is getting it's butt kicked by China and mines are way underfunded.
I also found AG's answer at 00:30:50 interesting regarding Tianqi and Albemarle expansions. Note he is talking about expansions of their current Australian conversion rate, not total company output and not global compound output, just to clarify.