From Tesla’s Q3 2021 earnings conference call:During an...

From Tesla’s Q3 2021 earnings conference call:

During an earning’s call Lars Moravy, Tesla’s VP of Vehicle Engineering termed that Tesla is generally in a “Cell-constrained world.”

Replying to an investor’s question about the production of Tesla’s $25K model, Lars Moravy said
“We’re working on a strategy to increase our production rates as quickly as possible. I think Zach spoke to that well. And we’re doing this while trying to add the least amount of incremental complexity to the business. We don’t want to add any new vehicles to our lineup when we’re generally in a cell-constrained world.”

To me, this means that lithium is in a long-lasting uptrend with little to no chance of quickly changing fundamentals.
It takes 5 years to devleop a resource into a producing facility.
Guess who is next?

Seriously, AGY is small. 2kt is small, even 2+10kt is small.
Just do the math:
You need about 150g Li/kWh battery.
A typical (future) fleet average may be around 80kWh, which means about 12kg Li per vehicle.
With 12.000 tons we would be able to support 1.000.000 vehicles per year.
Below are 2019 numbers (pre-covid and pre-chip shortage). Quite some of them, especially big players, committed to go "all-in" on BEVs.
Now do yor math again...