Interesting piece... 5 pages, click on for full page reading.
"The Lithium Deception" - my take on the status of lithium supply and demand. Recently announced deals are insufficient to support all the optimistic EV and battery forecasts. There is plenty of lithium in the ground but when major commentators tell you lithium supply may get tight but isn't an issue.
https://www.linkedin.com/posts/jplowry_the-lithium-deception-activity-6851871146002923521-JC58
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