Running discussion on SP, page-8491

China doing the numbers on Manono 1.2 to 2 billion tons.
1 in 5 cars produced in China have to be EV.
24 GWh equals close to 1 million cars .
exponential growth and AVZ zero off takes at the comment.
Size does matter for secured long term supply.

http://www.visualcapitalist.com/china-leading-charge-lithium-ion-megafactories/

https://www.weforum.org/agenda/2018/05/china-surge-electric-vehicle-sales/

By 2040, 200 million EVs will be on the road in China, accounting for 60% of its vehicles. Globally, this figure will be 559 million - a third of all cars. At this point, electric cars and buses will be displacing an estimated 7.3 million barrels of transport fuel every day.
ALL IMO