From the article in the other thread by the sensitive soul;...

From the article in the other thread by the sensitive soul;

"Moores expects a build-up of technical and industrial grade lithium inventories. Spodumene (6% concentrate goes for $915 a tonne) is already piling up and as for direct shipping ore, Benchmark research has found no evidence that Chinese processors have used the feedstock to produce battery-grade material that found its way into an electric vehicle.

But it's early days for the lithium–EV story.
The industry is moving to solid state batteries that will utilize lithium metal. Solid state batteries – still five to seven years away from commercial deployment believes Moores – are safer, 70% more energy dense than lithium-ion and can be shaped.
And the kicker? Solid state batteries require around 20% more lithium says Moores: "There will be no price crash."

So are we saying that converters are finding it impossible to convert the DSO and have FU?
Moores says no DSO has found its way into EV battery, is it being used in stationary storage instead or is it useless?

Hard to find out a proper answer and I haven't read anywhere what is happening to PLS DSO, is it getting converted?