Great question !
While everyone is frothing over Li demand & battery metals, & all of these 1000's of charging stations being created everywhere, I wonder just who is going to stump up the coming demand surge in capital $ required for (new) generation capacity. Usually this question is just brushed aside with ... 'home solar charging overnight' or 'trickle feed while you're at work'.
Whilst solar will go some way, I think wind will (& is) playing an increasing role in meeting future demand. One thing for sure, in this country under a liberal govt with coal-heads like Turnbull / Abbott, we are well behind already & are destined to become just a pit flogging dirt rather than technology.
Anyway, I'm now heavily positioned in the Lithium/Cobalt/Graphite sector so GLA in the stampede !
Lithium Demand surge, page-1169
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