I haven't flippantly dismissed anything, I'm just not taking the numbers from those $500 report packs you can buy from a google search.
The Li demand is quantifiable and verifiable, which are the fundamental principles required in any analysis. For instance the major car manufacturers have outlined their plans, from that, and using average Li Kg/kWh you can simply model the demand curve for it.
No such information is readily available for the other markets because it is exceptionally fragmented.
Typing something into google and then basing investment decisions on the first few things you read, I'd call that flippant.
