yeah plus the carbon taxes car companies have to pay for using hardrock compared to VUL's Thermal Brine.
I'm vested in hardrock too cause it's scalable. VUL won't be enough for the entire Europe.
currently all analyst are just basing lithium usage by EV.
but hey there are buses, trucks, BOATS, motorcycles, forklifts, grid storage, home storage, and Elon says Planes when battery density reaches 400WH/kg!!!
the next 5-10 years will be a hell lot of battery tech coming online and for the next 5 years and all the money into lithium ion battery production lithium will be the main raw material for battery ion.
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