There are currently two growing sources of demand. One is the...

There are currently two growing sources of demand. One is the cathode battery production for EVs of all kinds. Moving forward a good market to get into is the motorcycle market. Yes they are smaller but there are billions of them and not room for EV cars in the highest populated regions. The other is how to develop countries with electrical services. There is a market hole in terms of supplying lights and refridgeration directly off the grid rather than attempting to develop grid supply to developing regions.

Yes, these are years away but do not forget that there is a shortage of lithium supply now. The projections of demand keep it that way for years. By then what happens to the growth of these markets as yet not fully engaged?