Hi SF
I'm starting to get a factual sense that every analysist and his dog - from those predicting the level of diminishing oil use to lithium demand, EV growth, storage take-up and brine mine output - is, and has been wrong in their predictions by between 50% to 100% on an annual basis for some years now. So, given the wildfire, accelerating growth of the Li sector, I suggest that this history of poor analysis will perpetuate itself by the same percentages for the next 10 years. Other than obvious manipulative research notes, it has become clear that analysts of all persuasions still can't wrap their minds around the speed of change - current and future. So, sooner, rather than later, I expect this phenomenon to become apparent to the broader investor public - followed by a Li stock rush of the FOMO variety.
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re:Lithium demand surge, page-788
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