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clock Created with Sketch. 01/03/21
10:49
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Originally posted by MasterStrategist:
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Like many here I have spent years (5/6) studying this sector; night and day X 7 day's a week. In so doing I have read and listened to every piece of information available, including the numerous predictions made by analysts about how much lithium will be required to supply the market by 2025 to 2030, and have thus concluded that they are locked in to a paradigm of a great underestimation - providing the battery cell manufacturers can keep up with demand.
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Don't forget it's not just the battery manufacturers, but the entire process to build a battery. For example, the ability to covert the lithium to battery ready material, the cathodes, the other materials needed for batteries and lastly the ability to put it all together. I agree the market for lithium is going to increase from non-EV sales and many are discounting this impact.
(20min delay)