MCR chart, page-68

I suspect many of you may have seen Tony Seba's presentations on technology adaptation, particularly on EV's and Stationary Storage but in case you haven't here's a link . The pace of EV and SSB uptake is exponential and so will be the demand for Nickel in Li ion batteries unless some other chemistry supersedes it. Most if not all big auto battery companies are using and gearing up for Li ion technology at this stage and I suspect for quite a few years yet.