Running Commentary on the SP Movements., page-3449

The table and charts almost wasted a day time which should be spent with my little son


I think lihtium boom would be similar to iron ore due to China's insatiable demand and shortage of China's domestic mines. China imported 76% import, is similar to iron ore's.
Then, would lithium supply exceeds demand as iron ore did?
It seems unlikely to happen until 2020.
EV boom, just starts, expect huge pick up after 2025, then 2040, by then major ASX lithium players would almost run out of lithium. ie. PLS, 5mpt, current reserve can seve 16 years, up to 2034, they could extend from remaining 76Mt? NMT, AJM, GXY's hard rock mines should be all gone by then.

Very interesting time ahead, imo.