I think you’re getting much closer to the key point here: all the ‘steep-up-and-to-the-right’ demand charts for EV’s and lithium were too bullish and built on too many ‘ideal-world’ scenarios. If your research paper is trying to predict commodity demand out 20+ years and you’re not factoring in a global recession, war or some other black swan event, then it’s only good for toilet paper.
Looking for the bottom, page-82
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