Thesi’s soapbox questions for Ken Brinsden, page-40

I can see your perspective.

Ken made a good observation in his response, however it doesn't mean that all up and comers are affected.

The demand will require more than the stocks mentioned to achieve the demand required.

This slide below supports a point that I made in the interview, whilst it differentiates itself by the battery size and quantity of lithium required per battery it essentially harmonizes my view.

We are going to need much more supply to meet the targets set.

It is plausible to consider that lithium prices will be affected as supply is secured.