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.
Don't forget it's not just the battery manufacturers, but the...
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