How and when?IMO, a few thoughts/talking points. (from my...

How and when?

IMO, a few thoughts/talking points. (from my limited reading)

*The ev industry is still in its' infancy, mebee toddler stage - it is still developing and learning.
*there seems to be several technologies and no clear industry adopted standard
*supply chain seems to be holding up production in places. ie batteries.
*currently there is a huge increase in battery factories and more raw material coming online
*other raw material prices seem to have supply and price fluctions causing uncertainty to downstream manufacturers and end users
*ev uptake by consumers is still in its' infancy due to price point, unknowns, support infrastructure, trust etc causing
*lack of economy of scales

The industry has growing pains and needs a little while to sort itself out. As the manufacturers gain confidence in the supply chain and vice versa, the industry will become more confident which will instil confidence in the consumer. When and how demand will skyrocket will be when this happens.

What I like about Lynas is its' ability and willingness to adapt the the needs of the industry.

If waste issues come to worst case senario of export, perhaps an export of condisoil to the foodbowl of northern aus may be a short trip option?

I'm in for the long haul