https://seekingalpha.com/article/4444812-the-iea-forecasts-2020-to-2040-total-demand-increases-of-lithium-13x-to-42x-graphite-8x-to-25x?
Massive increase in battery materials demand.
Can name many Lithium producers and only one Graphite/Anode producer.
Goes upto 2040, so VUL might be producing by then !!
https://seekingalpha.com/article/4444812-the-iea-forecasts-2020-t...
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