I wonder if this is MS source for their oversupply arguments. There appears to be lots of potential spare capacity but dueto technical and funding issues.
I dont see the capacity coming on as quicklyas envisioned my McKinsey and MS. When those Giga Factories open there will be a scramble for material.
https://www.mckinsey.com/~/media/mckinsey/industries/metals%20and%20mining/our%20insights/lithium%20and%20cobalt%20a%20tale%20of%20two%20commodities/lithium-and-cobalt-a-tale-of-two-commodities.ashx
re:Lithium demand surge, page-2493
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