Li supply

Well it may have already been posted but some of the advisors at MacQuarie need to get out more if they think there will be an over supply of Li..............

http://benchmarkminerals.com/Blog/tesla-faces-raw-material-reality-with-expanded-gigafactory/

I have grabbed this paragraph out of the article......

The real concern now is whether there will be enough raw material to fuel not only a 150GWh Gigafactory  but also the major growth that is being seen in China where at least 7 lithium ion megafactories are being built.

cheers