Sigh, I wrote a whole response in that last post but HC does this weird thing with Twitter/X posts and doesn't seem to keep the text; I had another Tweet from Joe Lowry there.
The basic gist is, JP and Co. add up all the current lithium projects (excluding explorers like RR1) and they ignore the quality of the lithium (not all are battery grade) and also the fact most projects timelines get pushed out significantly. JP are banking on it all going smoothly 100% with no hiccups and are ignoring EV demand increasing month on month.
I'll post another Joe Lowry tweet in the next post to avoid losing the above.
Not hard to find, Benchmark Minerals are the go to analysts when it comes to Lithium and EV related resources, they specialise in it; same with Joe Lowry and Adamas Intelligence just to name a few.
Just spend a little time researching and reading, the information is out there.
Found this extract below just now:
(20min delay)