Good points as always Gvan. Even with the Vittangi project up and running ,the DFS has them accounting for only 10% of the EU’s ‘current’ demand for anode by 2030. And they’re one of the most developed projects!
So doesn’t matter about any of the giga factory plans for cathode production, the electrodes and batteries , the BEV , the hundreds of $billions ,or the aspirational clean energy transition of organisations and governments as well as binding international agreements .
None of that will happen to plan if the supply chain is not in place, in time and in size. There’s a lot of pressure about I’d suggest. “It’s the vibe” your Honour.
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