Finally MS admit.
I found this info on another thread but related with Lithium.
“Cathode manufacturers are gearing up for substantial increases in production but could face associated pressure on their pricing levels. Demand for battery components like copper, cobalt and lithium could increase sharply, as could prices. "
https://www.morganstanley.com/spc/k...esearch/auto-industry-bracesforelectricshock/
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New Lithium Related Article, page-479
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