Hi folks,
I think we need a thread to specifically capture news/articles/reports etc directly related to Li and/or the company... includes batteries, EVs etc.
(I looked back but can't seem to find one for this stuff in this AGY forum)
Cheers
I'll start with this (from the vid that Greenfoxi linked):
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"Every auto maker should look at this chart and be scared"
"Every battery company should look at this chart and be scared"
"There is no way that supply will be able to meet demand, starting mid-decade"
- Vivas Kumar, Ex-Tesla battery materials team, currently at Benchmark Mineral Intelligence
...demand can just switch on, but supply simply cannot. Typically 5+ yers for a new mine? Yep.
Tick tock...
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