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.
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Watch what they do, not what they say. While EVs continue to...
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