I think what you’re saying is correct . The biggest threat I see , is if the west ( including US , Europe , and I guess Korea and Japan ) are slow developing downstream processing and battery production . If demand slows in China ( unlikely in short term ) and tariffs slow flow of EVs from China , we may see a lowering of Lithium demand ? This is where I see India as massively important . Huge potential and huge population . If The West ( as above ) gets into this market , there will be incredible demand and no slowdown ? Just my thoughts .
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