"Toyota's share of the world's car market is circa 11.5% - meaning we can now add 11.5% to lithium demand"
Not really, since many who will now buy Toyota would have bought a different type of EV. But there will be extra supply and so EV's will be easier to get and so some increase in lithium demand. Perhaps 5%, maybe more.
solid state sodium ion batteries on the way, page-33
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