"We can always come back to SDV when Lithium prices recover"
It's not a light switch. It will take several years to get to production. Then time for ramp-up.
If we get going now, we'll be producing to coincide with the steepening S-curve of demand, as the masses shift to EVs and the gigafactories can't get enough Li as they scramble to meet demand.
It will be quite frantic in 5 years from now imo. The fun hasn't started yet!
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