First, I am a holder and bullish. But too many articles and...

First, I am a holder and bullish. But too many articles and posts fail to account for efficiencies made in the consuming technology which always occurs early in a technology lifecycle. This means less and less requirements of a raw input material - balanced by actual growth in said volumes of the output such as power cell - the raw material supply side in early years of a new technology is always hard to gauge (without overly simplified views of analysts that abound). Also potential risk of displacement of those inputs materials in place of other substitute technologies ... role of graphene etc.