Running discussion on SP, page-17449

"if there was a shortage then interested parties might consider a mine in the DRC"
Yes Agree but will there be a shortage considering the 70 or so gigafactories under construction,??
million dollar question.
Billions been spent by car manufacturers to expand their EV range.
Legislation /mandate by governments world wide to increase EV uptake in public transport.
The hold up is in cell production at the moment not oversupply of spodumene.
What happens when those 70 gigafactories are into production?
I hold PLS also and not worried at all about Manono entering production as the EV and Battery storage will require multiple 5 MTPA mines but they will need to supply quality spodumene to meet ever growing stringent demands by downstream processors.
ALL IMO.