Watch what they do, not what they say.
While EVs continue to grow at a slower than earlier projected pace, lithium-ion battery is in overcapacity (I posted that under EV/Lithium thread) while battery costs/kWh will continue to fall.
More lithium may be used, but with overcapacity, lithium prices unlikely to go much higher, and may even possibly go lower.
Lithium Related Media Articles, page-22110
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