Approx 1.5b cars in the world, all have a use-by date.
87m cars sold in 2023, projections that 40% of all 2030 sales will be EVs which equates to 35m EV's (based on 2023 figures so sales likely to a bit higher by 2030).
And there is every change that the uptake of EV's happens faster than predicted, the Supply/Demand equation will change, and as stated by Chris Ellison from MIN when it happens the Li price will turn pretty fast.
Wr1 in production circa 2027/28 looks like good timing to me.
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