This makes for an interesting read on a Sunday morning:...

This makes for an interesting read on a Sunday morning:

https://www.linkedin.com/pulse/lith...ill-clinton-whats-next-joe-lowry/?published=t

One take from it if you can't read the full article:

Electrification of transportation is clearly becoming a global phenomenon; as is energy storage (ESS) for renewables and grid management. In the coming five to seven years, lithium supply is more likely to hold back EV penetration growth than to get ahead of the market. Take the projected demand for cars in 2023, and even a 6% EV penetration with an average 40 KWH battery (low in my estimation) run through the numbers using 0.8 LCE per KWH. Or make your own assumptions – with any credible estimates you are going to get a number that will be hard for the industry to respond to – especially with battery quality materials. Add on the fact that ESS is happening faster than almost anyone thought and it becomes obvious the lithium demand story just keeps getting better.