US EV sales have been so far record-breaking - If this trend continues, by year´s end, the US will sell 600-700K EVs. This will imply 28.8-33.6K tons lithium carbonate equivalent (LCE). Beware that the US would have produced only 500 tons LCE in 2020.
https://www.greencarreports.com/news/1133143_us-ev-sales-have-been-record-breaking-so-far-in-2021-despite-supply-chain-issues